Investment Account Manager vs Wealthfolio

Investment Account Manager

6.3 #73 in Portfolio Management Software

About Investment Account Manager

Wealthfolio

7.8 #20 in Portfolio Management Software

About Wealthfolio
Investment Account ManagerWealthfolio
Free planNoYes
Free trialYes
Paid from$159/mo$2.99/mo
PlatformsWindowsiOS, Linux, macOS, self-hosted, Web, Windows
Free planNoYes
Performance reportingYesYes
Tax-lot trackingYesYes
Paid from$2.99/user/mo
Asset class coveragemulti_asset_alternatives
Allocation analysisYes
Risk analysisYes

Listed together in Best Portfolio Management Software