Charles River IMS vs Wealthfolio
| Charles River IMS | Wealthfolio | |
|---|---|---|
| Free plan | Yes | |
| Paid from | $2.99/mo | |
| Platforms | api, Web | iOS, Linux, macOS, self-hosted, Web, Windows |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | Yes |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes | Yes |
| Free plan | Yes | |
| Paid from | $2.99/user/mo |
Listed together in Best Portfolio Management Software