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, Android, Mac 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 list

  1. 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)
     
  2. 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
     
  3. 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.

    27 SharesMaster alternatives

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
     
  4. 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
     
  5. 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)
     
  6. 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

    Platforms

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

    Cost / License

    Platforms

    • Self-Hosted
     
  8. 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
     
  9. 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

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  10. 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)
     
  11. stonky icon
     Like

    stonky is a simple command line dashboard for monitoring stocks. It pulls live data from Yahoo! Finance so anything it can support, e.g. international exchanges, crypocurrencies, etc., stonky can too.

    Cost / License

    • Free
    • Open Source

    Platforms

    • Mac
    • Windows
    • Linux
     
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