Side by side
PortfolioPilot 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 Web
PortfolioPilot combines multi-asset tracking, planning tools and portfolio analysis, with a free plan and a no-card premium trial. Investors seeking personalized investment advice need a subscription; the web app supports US and Canadian exchanges, not international securities.
Visit PortfolioPilot 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
| PortfolioPilot | Wealthfolio | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Not published | Not published |
| Runs on | Web | iPhone, Linux, Mac, Self-hosted, Web, Windows |
| Lowest paid plan | Gold: $240 a year | Basic: $2.99 a month |
| Plans published | 7 | 5 |
| Maker | PortfolioPilot | Not published |
| Website | portfoliopilot.com | wealthfolio.ai |
| On portfolio management software | #13 of 81 | #9 of 81 |
PortfolioPilot: what it does well
- Tracks a wide range of financial and real estate assets
- Connects to more than 12,000 institutions
- Free plan includes unlimited net-worth tracking accounts
- Premium features have a 10-day trial without a credit card
- Supports PDF, CSV and Excel statement uploads
What to know first
- Personalized investment advice requires a subscription
- No dedicated iOS or Android app
- International securities are not yet supported
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.
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