# Wealthfolio alternatives

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We list PortfolioGlance first; the rest are ranked by how similar they are, each shown with the exact features it does better.

## Why people look for alternatives to Wealthfolio

- No dividend or income forecast
- No tax-report generation — tax is recorded per transaction only
- Automatic broker sync sits behind a paid subscription
- Self-hosting and desktop installation demand more setup than a hosted web app
- What Wealthfolio doesn't do: Dividend/income forecast, Tax reports, Public / social portfolios, AI portfolio roast

## Wealthfolio alternatives

1. **PortfolioGlance** (Free) — Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.
   - Does more than Wealthfolio: AI asset & market analysis, Portfolio health score, AI portfolio roast
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolioglance.md
2. **Ghostfolio** (Freemium) — Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.
   - Does more than Wealthfolio: Public API, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/ghostfolio.md
3. **AllInvestView** (Freemium) — Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.
   - Does more than Wealthfolio: Dividend/income forecast, Tax reports, AI asset & market analysis, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/allinvestview.md
4. **Delta** (Freemium) — Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.
   - Does more than Wealthfolio: Tax reports, AI asset & market analysis
   - Markdown profile: https://www.portfolioglance.com/investing-apps/delta.md
5. **My Stocks Portfolio & Market** (Freemium) — Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.
   - Does more than Wealthfolio: Tax reports
   - Markdown profile: https://www.portfolioglance.com/investing-apps/my-stocks-portfolio.md
6. **getquin** (Freemium) — Social portfolio tracker with broker connections, analytics and a community feed.
   - Does more than Wealthfolio: Dividend/income forecast, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/getquin.md
7. **Snowball Analytics** (Freemium) — Dividend-focused tracker with broker connections, rebalancing and long-range backtesting.
   - Does more than Wealthfolio: Dividend/income forecast, Tax reports, Backtesting & scenarios, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/snowball-analytics.md
8. **extraETF** (Freemium) — German ETF portal's transaction-based portfolio tracker with time- and money-weighted returns, rebalancing and bank auto-sync.
   - Does more than Wealthfolio: Dividend/income forecast, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/extraetf.md

Verified 2026-07-09
Sources:
- Wealthfolio — official site — https://wealthfolio.app/
- Wealthfolio — GitHub README (AGPL-3.0, TWR/MWR, benchmark) — https://github.com/wealthfolio/wealthfolio
- Wealthfolio Connect — paid broker sync & pricing — https://wealthfolio.app/connect/
- Wealthfolio — AI assistant — https://wealthfolio.app/features/ai-assistant/
- Wealthfolio — MCP server (token-scoped agent access) — https://wealthfolio.app/docs/guide/mcp-server
- Wealthfolio — iOS app (App Store) — https://apps.apple.com/us/app/wealthfolio-private-finance/id6732888445

*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*