Wealthica alternatives
Apps that do the same job as Wealthica. The most similar ones are at the top.
Why people look for alternatives to Wealthica
- No documented return method, and the figure rests on a book value you can edit
- The free plan covers 3 institutions, since unlimited sync was dropped in late 2023
- Rebalancing and backtesting only as paid add-ons from other vendors
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
Turns your trades and dividends into tax reports, with imports from 200+ brokers. Free for 1 portfolio of 10 holdings.
Beats Wealthica on CSV / broker import, tax reports, return method (TWR/MWR), and public API.
Wealthica wins on portfolio health score and multi-language.
Free sync with 350+ German banks and brokers, from the Finanzfluss team, but no AI despite the name. PLUS €69.99 a year.
Beats Wealthica on CSV / broker import, return method (TWR/MWR), no account linking required, and public / social portfolios.
Wealthica wins on public API and multi-language.
Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.
Beats Wealthica on CSV / broker import, return method (TWR/MWR), backtesting & scenarios, and public / social portfolios.
Wealthica wins on portfolio health score, custom groupings / tags, and public API.
Links 20,000+ European banks, brokers and crypto platforms into one net worth. Free for 2 accounts, most analysis in Plus.
Beats Wealthica on goal & time-to-goal.
Wealthica wins on tax reports, portfolio health score, and custom groupings / tags.
Puts stocks, ETFs and crypto from many brokers and exchanges in one phone app. Free up to 10 assets, PRO $53.88 a year.
Beats Wealthica on CSV / broker import, AI portfolio analysis, and AI asset & market analysis.
Wealthica wins on dividend/income forecast, custom groupings / tags, and public API.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats Wealthica on CSV / broker import, return method (TWR/MWR), and no account linking required.
Wealthica wins on automatic bank/broker sync, dividend/income forecast, and portfolio health score.
Syncs German bank depots and gets the return maths right. Free for one bank, PLUS from €4.99 a month.
Beats Wealthica on CSV / broker import, goal & time-to-goal, and return method (TWR/MWR).
Wealthica wins on custom groupings / tags, public API, and mobile app.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.