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, Windows and Android apps. The best Wealthfolio alternative is Sure, which is both free and Open Source. Other great apps like Wealthfolio are CryptoJournal.Wpf, Ghostfolio, MyFinanceTools and Tradizer.

Copy a direct link to this comment to your clipboard
Wealthfolio alternatives page was last updated

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

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  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

    Platforms

    • Mac
    • Windows
     
  3. Chart Geany icon
     1 like

    Chart Geany is a cross platform software solution for market technical analysis and charting. Novice and experienced investors will find a fast and easy tool to analyze stocks and other financial instruments on their desktop, and take the right decisions.

    Cost / License

    • Free
    • Open Source

    Alerts

    • Discontinued

    Platforms

    • Mac
    • Windows
    • Linux
     
  4. 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)
     
  5. 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

    Platforms

    • Online
     
  6. ValueHunter icon
     1 like

    ValueHunter is an AI-powered stock analysis platform that helps investors discover undervalued opportunities in the US market with unprecedented speed and clarity.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  7. 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
     
  8. 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
     
  9. 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

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  10. A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

    Cost / License

    Platforms

    • Self-Hosted
     
  11. AssetFolio icon
     2 likes

    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

    Platforms

    • Mac
    • Windows
    • Linux
     
You are at page 3 of Wealthfolio alternatives