Wealthfolio is ranked #15 of 81 in portfolio management software on The Geeks Club. It runs on iOS, Linux, macOS, Self-hosted, Web, Windows. There is a free plan. Paid plans start at $2.99/mo.
Wealthfolio plans and pricing
All plansBasic $2.99/mo Billed monthly; $29 billed yearly 1 person · Up to 6 devices · Device sync · No broker connections wealthfolio.ai · 1 Oct 2026
Essentials $7.99/mo Billed monthly; $79 billed yearly 1 person · Up to 5 institution connections · Automatic brokerage sync · Bring Your Own Key AI wealthfolio.ai · 1 Oct 2026
Duo $12.99/mo Billed monthly; $129 billed yearly 2 people · Up to 12 institution connections · Shared household view · Bring Your Own Key AI wealthfolio.ai · 1 Oct 2026
Plus $24.99/mo Billed monthly; $249 billed yearly · Coming soon Personalized portfolio briefs · Holdings news and events · Licensed market intelligence · AI assistant without API key wealthfolio.ai · 1 Oct 2026
Wealthfolio core Free Free forever Desktop and self-hosted core · Manual accounts and transactions · CSV imports wealthfolio.ai · 1 Oct 2026
Compared on portfolio management software
- Free plan
- Yes
- Paid from
- $2.99/user/mo
- Asset class coverage
- multi_asset_alternatives
- Performance reporting
- Yes
- Allocation analysis
- Yes
- Risk analysis
- Yes
- Tax-lot tracking
- Yes
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