Investment Account Manager vs Wealthfolio
Investment Account Manager
investmentaccountmanager.comWealthfolio
wealthfolio.aiSide by side
| Figure | Investment Account Manager | Wealthfolio |
|---|---|---|
| Price from | $159/mo | $2.99/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 5 |
| Spec score · Portfolio Management Software | 7.7 (#50) | 8.6 (#9) |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Purpose | Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios. | Wealthfolio is a local-first, open-source investment tracker and personal finance app. |
| Tax-lot tracking | Yes | Yes |
Plans
Investment Account Manager
- IAM4 Individual New Activation$159 a month
- IAM4 Individual New Activation$159, paid once
Wealthfolio
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
In their own words
Investment Account Manager
Investment Account Manager has no write-up on Specifiction yet; its figures are above.
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.