Wealthfolio pricing
5 plans read from wealthfolio.ai
Basic$2.99 a month Billed monthly; $29 billed yearly1 person · Up to 6 devices · Device sync · No broker connections Read 1 Oct 2026 · wealthfolio.ai
Essentials$7.99 a month Billed monthly; $79 billed yearly1 person · Up to 5 institution connections · Automatic brokerage sync · Bring Your Own Key AI Read 1 Oct 2026 · wealthfolio.ai
Duo$12.99 a month Billed monthly; $129 billed yearly2 people · Up to 12 institution connections · Shared household view · Bring Your Own Key AI Read 1 Oct 2026 · wealthfolio.ai
Plus$24.99 a month Billed monthly; $249 billed yearly · Coming soonPersonalized portfolio briefs · Holdings news and events · Licensed market intelligence · AI assistant without API key Read 1 Oct 2026 · wealthfolio.ai
Wealthfolio coreFree Free foreverDesktop and self-hosted core · Manual accounts and transactions · CSV imports Read 1 Oct 2026 · wealthfolio.ai
In short
- Wealthfolio has a free plan (Wealthfolio core).
- Paid plans published: 4, from $2.99 a month.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Finary | €3.75/mo | Yes | Yes |
| Sharesight | $7/mo | Yes | No |
| Stock Rover | $2/mo | Yes | Yes |
| rotki | €9/mo | Yes | No |
| Snowball Analytics | $6.67/mo | Yes | Yes |
| FundCount | $333.33/mo | No | No |
| Portfolio Performance | $2.08/mo | Yes | Yes |
| CoinTracking | $4.08/mo | Yes | Yes |