# Wealthfolio incelemesi ({year}) — özellikler, fiyat ve alternatifler | PortfolioGlance

> Machine-readable mirror for AI agents. Canonical page: https://www.portfolioglance.com/tr/yatirim-uygulamalari/wealthfolio
> Content language: Turkish.

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**Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.**

Wealthfolio is an open-source, local-first tracker that runs on your own device and keeps your data there by default. It computes both time-weighted and money-weighted returns, compares them against the S&P 500 or any ETF, shows allocation drift with a rebalance plan, and projects a savings or FIRE plan year by year. An AI assistant can read your real portfolio, but you bring your own API key or run a local model. Automatic broker sync exists as a paid subscription called Connect; everything else is free.

- Fiyatlandırma: Freemium
- Category: Portföy takip uygulamaları
- Official site: https://wealthfolio.app

**Kimler için:** Investors who want a serious analytics engine without giving up ownership of their data, and who are comfortable installing software or running a container.

## Artıları

- Both time-weighted and money-weighted returns, plus benchmark comparison against any ETF
- Open source under AGPL-3.0 and genuinely self-hostable with a Docker web-server mode
- Local-first by default — the AI assistant runs on your key or a local model
- Rebalancing with drift bands, goal milestones and a FIRE simulation

## Eksileri

- 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

## Wealthfolio vs PortfolioGlance

This is the closest open-source rival we have, and it beats us on openness: it is AGPL-3.0, self-hostable, and offers broker sync we do not. We match it on time-weighted and money-weighted returns, benchmarking, rebalancing and goal projection, and we add a portfolio health score, an AI portfolio review and a dividend picture — with nothing to install and no container to maintain. Choose Wealthfolio if owning the stack matters more to you than owning none of it.

## Özelliklere hızlı bakış

| Feature | Wealthfolio |
| --- | --- |
| Fiyatlandırma | Freemium |

### Takip ve veri

| Feature | Wealthfolio |
| --- | --- |
| Elle giriş | Var |
| CSV / aracı kurum içe aktarma | Var |
| Otomatik banka/aracı kurum senkronu | Var |
| Çoklu varlık | Var |
| Çoklu para birimi | Var |
| Temettü takibi | Var |
| Temettü/gelir tahmini | Desteklenmiyor |
| Vergi raporları | Desteklenmiyor |

### Analiz ve içgörüler

| Feature | Wealthfolio |
| --- | --- |
| Yapay zeka portföy analizi | Var |
| Yapay zeka varlık ve piyasa analizi | Kısmen |
| Portföy sağlık puanı | Kısmen |
| Yeniden dengeleme ve sapma | Var |
| Hedef ve hedefe kalan süre | Var |
| Özel gruplar / etiketler | Var |
| Getiri yöntemi (TWR/MWR) | Var |
| Endeks karşılaştırması ve alfa | Var |
| Backtest ve senaryolar | Kısmen |

### Erişim ve fiyat

| Feature | Wealthfolio |
| --- | --- |
| Ücretsiz plan | Var |
| Hesap bağlamak gerekmez | Var |
| Açık kaynak | Var |
| Kendi sunucuna kurulabilir | Var |
| Herkese açık API | Kısmen |

### Platform ve kapsam

| Feature | Wealthfolio |
| --- | --- |
| Mobil uygulama | Var |
| Çok dilli | Var |

### Topluluk ve ekstralar

| Feature | Wealthfolio |
| --- | --- |
| Herkese açık / sosyal portföyler | Desteklenmiyor |
| Yapay zeka portföy roast'ı | Desteklenmiyor |

Doğrulama: 2026-07-09
Kaynaklar:
- 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

## Popüler karşılaştırmalar

- PortfolioGlance vs Wealthfolio — https://www.portfolioglance.com/investing-apps/portfolioglance-vs-wealthfolio.md
- Ghostfolio vs Wealthfolio — https://www.portfolioglance.com/investing-apps/ghostfolio-vs-wealthfolio.md
- Portfolio Performance vs Wealthfolio — https://www.portfolioglance.com/investing-apps/portfolio-performance-vs-wealthfolio.md
- Investbrain vs Wealthfolio — https://www.portfolioglance.com/investing-apps/investbrain-vs-wealthfolio.md

*Bu yazı editoryal bir genel bakıştır ve yalnızca bilgi amaçlıdır; yatırım tavsiyesi ya da öneri değildir. Özellikler ve fiyatlar yayından sonra değişmiş olabilir; güncel bilgi için resmi siteye bak.*