PortfolioPilot vs Wealthfolio
PortfolioPilot
portfoliopilot.comWealthfolio
wealthfolio.aiSide by side
| Figure | PortfolioPilot | Wealthfolio |
|---|---|---|
| Price from | $20/mo | $2.99/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 7 | 5 |
| Spec score · Portfolio Management Software | 8.5 (#13) | 8.6 (#9) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Encryption | PortfolioPilot says it uses 256-bit encryption for data across its entire system. | Connect encrypts data on the device before syncing, and encryption keys never leave users' devices. |
| Free plan | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. | Yes |
| Performance reporting | Yes | Yes |
| Purpose | PortfolioPilot connects portfolios, real estate, crypto and other net-worth components, then provides personalized portfolio analysis and recommendations. | Wealthfolio is a local-first, open-source investment tracker and personal finance app. |
| Risk analysis | Yes | Yes |
| Support | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
| Tax-lot tracking | Yes | Yes |
Plans
PortfolioPilot
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
- Pro$1,188 a year
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
PortfolioPilot
PortfolioPilot has no write-up on Specifiction yet; its figures are above.
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.