FundCount vs Wealthfolio

FundCount

7.3 #26 in Portfolio Management Software

About FundCount

Wealthfolio

7.6 #16 in Portfolio Management Software

About Wealthfolio
FundCountWealthfolio
Free planNoYes
Free trialNoNo
Paid from$1204.17/mo$2.99/mo
Open sourceNoNo
Platformsapi, Linux, macOS, self-hosted, Web, WindowsiOS, Linux, macOS, self-hosted, Web, Windows
Free planNoYes
Performance reportingYesYes
Paid from—$2.99/user/mo
Asset class coverage—multi_asset_alternatives
Allocation analysis—Yes
Risk analysis—Yes
Tax-lot tracking—Yes

Both are listed in Best Portfolio Management Software. On The Geeks Club, Wealthfolio scores higher on our published basis.