Wealthfolio Alternatives

Wealthfolio is described as 'Simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data' and is a personal finance tool in the business & commerce category. There are more than 50 alternatives to Wealthfolio for a variety of platforms, including Web-based, SaaS, Mac, Android and Windows apps. The best Wealthfolio alternative is Sure, which is both free and Open Source. Other great apps like Wealthfolio are Enrich Finance, CryptoJournal.Wpf, Foliofox and MyFinanceTools.

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Alternatives
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Alternatives list

  1. TrackEdge icon
     1 like

    Trading journal, portfolio tracker and budget planner for retail investors. Trades automatically sync to your monthly budget.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  2. InvMon icon
     1 like

    InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    Good alternative?
     
  3. torto.ai icon
     1 like

    torto.ai is an end-to-end solution for stock market investors, guided by an AI personal assistant that helps in the investment workflow. The system lets retail investors spend their time on decision-making instead of chasing after data in many apps.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  4. Portfoloo icon
     4 likes

    Enables experienced DIY stock investors in North America to easily & quickly monitor and track performance of their investments across multiple brokerage accounts.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    Good alternative?
     
  5. SharesMaster icon
     1 like

    A free cloud-based stock portfolio manager that automatically tracks portfolio holdings, activities, dividends, capital gains as well as providing suggest actions.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Good alternative?
     
  6. Stock Unlock analyzes and scores over 170,000 global stocks & ETFs so you can save time and find better investments.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Good alternative?
     
  7. Orizen icon
     Like

    Complete wealth dashboard for individuals & couples. Stocks, crypto, real estate, retirement simulations, AI analysis. Works anywhere. Free tier available.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  8. Evibe icon
     Like

    Evibe is the AI market & portfolio tracker built for serious investors who live in the Apple ecosystem — native on iPhone, iPad, Apple Watch, and Mac, with a web app at app.evibe.com.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • Online
    • iPhone
    • Apple Watch
    • Software as a Service (SaaS)
    • iPad
    Good alternative?
     
  9. A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

    Cost / License

    Platforms

    • Self-Hosted
    Good alternative?
     
  10. AssetFolio icon
     1 like

    An minimalist all-in-one asset tracker and watchlist portfolio application written in C++. This application keeps your asset data private. It can tracks all of your asset from stocks, funds, property, cryptocurrencies, gold, and other physical asset.

    Cost / License

    • Free
    • Open Source

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    Good alternative?
     
  11. Greenline icon
     Like

    Greenline is a free personal finance dashboard. Track your portfolio, net worth, fees, and dividends across all your accounts in one view.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  12. A free portfolio tracker that shows all your investments — stocks, ETFs, crypto, real estate and cash — across multiple portfolios and 30+ currencies in one simple dashboard.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
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