# Wealthica 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 Wealthica

- The return figure has no documented methodology (no TWR/MWR/IRR/XIRR in its own API) and sits over a user-editable book value
- The free tier is a 3-institution teaser; unlimited syncing was removed in late 2023
- Health scoring, rebalancing and backtesting all require separate paid add-ons by other vendors
- No AI in the consumer product, and US coverage is a Premium-tier beta — it is essentially Canada-only
- File import is transactions-only CSV onto a manual asset; no holdings import, no XLSX or PDF
- What Wealthica doesn't do: AI portfolio analysis, AI asset & market analysis, Rebalancing & drift, Goal & time-to-goal, Return method (TWR/MWR), Backtesting & scenarios, Open source, Self-hostable, Public / social portfolios, AI portfolio roast

## Wealthica alternatives

1. **PortfolioGlance** (Free) — Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.
   - Does more than Wealthica: CSV / broker import, AI portfolio analysis, AI asset & market analysis, Portfolio health score, Rebalancing & drift, Goal & time-to-goal, Return method (TWR/MWR), No account linking required, AI portfolio roast
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolioglance.md
2. **Sharesight** (Freemium) — Performance and dividend tracker with a strong focus on tax reporting.
   - Does more than Wealthica: CSV / broker import, Tax reports, Return method (TWR/MWR), Public API
   - Markdown profile: https://www.portfolioglance.com/investing-apps/sharesight.md
3. **Finanzfluss Copilot** (Freemium) — German portfolio tracker and net-worth app from the Finanzfluss media brand, with free 350+ broker auto-sync.
   - Does more than Wealthica: CSV / broker import, Return method (TWR/MWR), No account linking required, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/finanzfluss-copilot.md
4. **Parqet** (Freemium) — German-built tracker with local-device broker autosync, dividend forecasting and a community.
   - Does more than Wealthica: CSV / broker import, Return method (TWR/MWR), Backtesting & scenarios, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/parqet.md
5. **Finary** (Freemium) — European wealth aggregator linking 20,000+ banks, brokers, crypto and real estate in one view.
   - Does more than Wealthica: Goal & time-to-goal
   - Markdown profile: https://www.portfolioglance.com/investing-apps/finary.md
6. **Delta** (Freemium) — Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.
   - Does more than Wealthica: CSV / broker import, AI portfolio analysis, AI asset & market analysis
   - Markdown profile: https://www.portfolioglance.com/investing-apps/delta.md
7. **My Stocks Portfolio & Market** (Freemium) — Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.
   - Does more than Wealthica: CSV / broker import, Return method (TWR/MWR), No account linking required
   - Markdown profile: https://www.portfolioglance.com/investing-apps/my-stocks-portfolio.md
8. **Rentablo** (Freemium) — German browser-based portfolio tracker with PSD2 bank sync, dividend calendar and true TWROR + IRR returns.
   - Does more than Wealthica: CSV / broker import, Goal & time-to-goal, Return method (TWR/MWR)
   - Markdown profile: https://www.portfolioglance.com/investing-apps/rentablo.md

Verified 2026-07-21
Sources:
- Wealthica — Pricing (5 tiers, free-tier contents) — https://wealthica.com/pricing/
- Wealthica — How it works (daily sync, manual assets) — https://wealthica.com/how-it-works/
- Wealthica API — OpenAPI spec (no TWR/MWR/IRR; /performance deprecated) — https://wealthica.com/docs/swagger.yml
- Wealthica vs Sharesight (their own analytics/tax concession) — https://wealthica.com/blog/wealthica-vs-sharesight/
- iTunes Lookup API (id 1189909042) — version, ratings — https://itunes.apple.com/lookup?id=1189909042&country=ca

*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.*