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. Statmetrics is an all-in-one mobile app for portfolio analytics and investment research. Access global markets & news, perform technical analysis, construct & backtest multi-asset portfolios, analyze fundamental & quantitative asset characteristics.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Android
    • Android Tablet
    Good alternative?
     
  2. Swalance icon
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    Net worth tracker for multi-asset portfolios. Stocks, real estate, alternatives, cashflow projections.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  3. Investbrain is a smart open-source investment tracker that helps you manage, track, and make informed decisions about your investments.

    Cost / License

    • Free
    • Open Source

    Platforms

    • Online
    Good alternative?
     
  4. Merlin icon
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    In today's complex financial landscape, achieving your financial goals requires more than just saving; it requires smart management of your entire financial picture. That's where Merlin steps in.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    Good alternative?
     
  5. Taxtallee icon
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    Taxtallee is the all-in-one portfolio tracking and tax optimization platform designed specifically for Australian investors. It empowers you to seamlessly track both ASX and global stocks, manage complex income from dividends and trust distributions, and strategically minimize...

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  6. EquityVal icon
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    Create, save, and share valuation models for any public company to inform your next investment decision.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  7. Patrimony icon
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    Patrimony is a personal net worth tracker built around a monthly logging habit rather than daily market-watching. Each month you enter the current value of your accounts — liquidity, investments, retirement — and Patrimony turns that into a clear picture over time: a net worth...

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  8. Ignyq icon
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    Ignyq is a private, local-first desktop application for self-directed investors. It combines portfolio tracking, 45+ investment-analysis tools (DCF, modern portfolio theory, Monte Carlo, correlation, Kelly sizing, tax-loss harvesting, options, backtesting), and a 38+ tool...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    Good alternative?
     
  9. VestArta icon
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    VestArta tracks money-weighted returns to spot laggards, forecasts dividend growth with a monthly payout calendar, and uses a projection engine to see if your thesis (Bear/Base/Bull) is actually playing out.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  10. Free and the most comprehensive stock market data, news, and analysis tool. All-in-one financial platform to research stocks, crypto, etf/index/mutual funds.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    Good alternative?
     
  11. Turbobulls encrypts your transactions on your device, with AES-256, before they are sent. What reaches the server is ciphertext, so your holdings, amounts and balances are not readable by us. That is a property of the architecture, not a policy we promise to keep.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

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