Best WealthTrace Alternatives in 2026
Updated
20 apps from financial planning software ranked against WealthTrace on the same published basis.
- 1WealthTrace vs myprosperity
- 2WealthTrace vs Betterment
- 3WealthTrace vs Boldin
- 4WealthTrace vs Elements
- 5WealthTrace vs FE CashCalc
- 6WealthTrace vs Pocket Risk
- 7WealthTrace vs ProjectionLab
- 8WealthTrace vs AstuteWheel
- 9WealthTrace vs Conquest
- 10WealthTrace vs MyOwnFP
- 11WealthTrace vs MyPlan
- 12WealthTrace vs Scenarios
- 13WealthTrace vs EVPro
- 14WealthTrace vs LivePlan
- 15WealthTrace vs Xplan
- 16WealthTrace vs FinCalc
- 17WealthTrace vs NaviPlan
- 18WealthTrace vs Planswell
- 19WealthTrace vs MaxiFi
- 20WealthTrace vs MoneyGuide
WealthTrace alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | myprosperity | 6.6 | Free plan | A$14.95/mo | Android, iOS, Web |
| 2 | Betterment | 6.5 | Free plan | $0.05/mo | Android, iOS, Web |
| 3 | Boldin | 6.5 | Free plan | $12/mo | Android, iOS, Web |
| 4 | Elements | 6.5 | Free plan | $149/mo | Android, iOS, Web |
| 5 | FE CashCalc | 6.5 | £80/mo | Android, iOS, Web | |
| 6 | Pocket Risk | 6.5 | Android, iOS, Web | ||
| 7 | ProjectionLab | 6.5 | Free plan | $10.75/mo | Android, API, iOS, Web |
| 8 | AstuteWheel | 6.4 | A$25/mo | Web | |
| 9 | Conquest | 6.4 | API, Web | ||
| 10 | MyOwnFP | 6.4 | Free plan | $3.33/mo | Web |
| 11 | MyPlan | 6.4 | Free plan | Free | Web |
| 12 | Scenarios | 6.3 | Free plan | £60.50/mo | Web |
| 13 | EVPro | 5.7 | Android, iOS, Mac, Web, Windows | ||
| 14 | LivePlan | 5.7 | No | $15/mo | Android, iOS, Mac, Web, Windows |
| 15 | Xplan | 5.6 | Android, API, iOS, Web | ||
| 16 | FinCalc | 5.4 | API, Web | ||
| 17 | NaviPlan | 5.4 | Web | ||
| 18 | Planswell | 5.4 | Android, iOS, Web | ||
| 19 | MaxiFi | 5.3 | No | $12.42/mo | Android, iOS, Linux, Mac, Web, Windows |
| 20 | MoneyGuide | 5.3 | No | $33.33/mo | iOS, Mac, Web, Windows |
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Questions about WealthTrace alternatives
What is the best alternative to WealthTrace?
myprosperity, number 1 in financial planning software with a score of 6.6 out of 10. The others here: Betterment, Boldin, Elements and 16 more.
What is the best free alternative to WealthTrace?
myprosperity is the best-ranked alternative with a free plan. 8 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.

































