Pricing
Wealthfolio pricing
As wealthfolio.ai lists them, read 1 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | Billed monthly; $29 billed yearly · 1 person · Up to 6 devices · Device sync · No broker connections | $2.99 a month |
| Essentials | Billed monthly; $79 billed yearly · 1 person · Up to 5 institution connections · Automatic brokerage sync · Bring Your Own Key AI | $7.99 a month |
| Duo | Billed monthly; $129 billed yearly · 2 people · Up to 12 institution connections · Shared household view · Bring Your Own Key AI | $12.99 a month |
| Plus | Billed monthly; $249 billed yearly · Coming soon · Personalized portfolio briefs · Holdings news and events · Licensed market intelligence · AI assistant without API key | $24.99 a month |
| Wealthfolio core | Free forever · Desktop and self-hosted core · Manual accounts and transactions · CSV imports | Free |
From wealthfolio.ai, wealthfolio.ai.