Side by side
Finary vs Wealthfolio
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free plan AndroidAPIiPhone+2
Finary combines account connections, asset tracking, portfolio reporting, and budgeting features, with paid tiers expanding account and goal limits. The free plan is limited to two linked accounts and two tracked goals; paid plans start at €54.99 a year.
Visit Finary Free plan iPhoneLinuxMac+3
Wealthfolio combines investment tracking with net-worth and planning tools, with a free core and paid connection options. Check which plan includes the broker connections and household features you need.
Visit WealthfolioThe facts
| Finary | Wealthfolio | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Mac, Web | iPhone, Linux, Mac, Self-hosted, Web, Windows |
| Lowest paid plan | Finary Lite: €44.99 a year | Basic: $2.99 a month |
| Plans published | 4 | 5 |
| Maker | Finary | Not published |
| Website | finary.com | wealthfolio.ai |
| On portfolio management software | #5 of 81 | #9 of 81 |
Finary: what it does well
- Connectors cover over 20,000 banks and institutions
- Tracks real estate, crypto, and other listed assets
- Shows portfolio performance and allocation breakdowns
- Tracks income, expenses, and recurring expenses
- Available on Android, iOS, macOS, and web
What to know first
- Free plan limits users to two linked accounts
- Free plan limits users to two tracked goals
- Paid tiers list investment fees
- Account access is read-only and cannot initiate transactions
Wealthfolio: what it does well
- Tracks investments, income, allocation, and broader net worth.
- Planning tools include retirement and FIRE simulations.
- Free core includes manual accounts and CSV imports.
- Broker connections are read-only.
- Connect encrypts data on the device before syncing.
What to know first
- Basic costs $2.99 a month.
- Basic does not include broker connections.
- Plus is marked as coming soon.
- Self-hosting documentation directs users to Discord and GitHub Issues for help.
Alternatives to Finary Alternatives to Wealthfolio The whole list