Wealthfolio - Alternatives & Competitors
Grow Wealth. Keep Control.
Wealthfolio is an open-source, privacy-focused investment tracker that runs locally on desktop, mobile, or self-hosted web servers, featuring AI-powered portfolio insights and comprehensive wealth management tools.
Ranked by Relevance
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1
WealthPosition Track & Plan Your Financial JourneyWealthPosition is an AI-powered financial management tool that helps users track accounts and transactions in one place while creating plans to achieve financial goals.
- Free Trial
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2
Stokki Private, focused portfolio manager for tracking stocks and investmentsStokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.
- Other
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3
Wealthgrade Empowering Collaborative Financial GrowthWealthgrade is a social financial platform that consolidates all your accounts and enables users to compare financial progress with peers, fostering an exclusive community for financial growth.
- Paid
- From 5$
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4
Porfoli Smarter investing, together.Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.
- Free
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5
Statfolio Advanced Stock and ETF Portfolio Tracker with Powerful AnalyticsStatfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.
- Freemium
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6
Alphanso Personalized investment advice powered by AIAlphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.
- Paid
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7
intelliAssets Smarter Asset Management, SimplifiedintelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.
- Freemium
- From 3$
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8
Truthifi Monitor your entire financial life for hidden risks and opportunities.Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.
- Freemium
- From 20$
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9
Stonksfolio Unified Investment Portfolio Visualization and ManagementStonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.
- Freemium
- From 6$
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10
Vyzer Your Smart Wealth Management AssistantVyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.
- Freemium
- From 180$
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11
MoneyTool Track. Plan. Grow. 100% Private.MoneyTool is an AI-powered financial management tool that provides private tracking, planning, and growth insights for personal finance without data collection.
- Free
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12
Avocado Finance Smarter, Automated Personal Finance ManagementAvocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.
- Free Trial
- From 7$
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13
NetworthShare Track, compare, and analyze your net worth online.NetworthShare is an online platform for tracking your net worth, comparing it anonymously with others, and engaging with a community focused on financial growth and advice.
- Free
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14
7Assets Your Smart Financial Overview7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.
- Free
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15
One Million Dollars App Revolutionize Financial Goals Setting and Net Worth Tracking Today!One Million Dollars App is an AI-powered financial tool that helps users set and track financial goals, manage budgets, and monitor net worth with real-time updates and personalized insights.
- Other
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16
WealthBee Professional Trading Journal & Portfolio AnalyticsWealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.
- Freemium
- From 50$
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17
Strabo Track, forecast & get advice in one place to grow your wealthStrabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.
- Free Trial
- From 12$
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18
WellTrade.ai Invest Smarter with AI-Powered RecommendationsWellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.
- Free
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19
Stock Unlock Intelligent Stock Analysis and Portfolio Optimization PlatformStock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.
- Freemium
- From 15$
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20
Keenai Global Transforming wealth with intelligenceKeenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.
- Contact for Pricing
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21
AIORDE Unlocking AI Investing for EveryoneAIORDE is an AI-powered application for analyzing stocks and cryptocurrencies, designed to be the best stock trading app for beginners.
- Free
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22
Richify Master Your Finances with AI-Powered Financial EducationRichify is an AI-powered financial education tool that provides 24/7 access to educational insights, portfolio tracking, and expert-led resources to help users learn investment strategies and boost financial knowledge.
- Free Trial
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23
Moning Manage and boost your wealth. Easily.Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.
- Free
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24
Palance Your Portfolio, Fully UnderstoodPalance unifies your stocks, ETFs, funds, and crypto to provide clear insight from complex financial data, with risk and return modeling, smart diversification metrics, and contextual news.
- Freemium
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25
FundMentor AI Your Personal AI Financial AdvisorFundMentor AI provides personalized financial planning and goal-setting through advanced artificial intelligence, offering tailored advice and actionable insights to help users achieve their financial objectives.
- Freemium
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26
Basil Manage your money like a proBasil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.
- Freemium
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27
Finroo AI-Driven Portfolio Management for Simplified InvestingFinroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.
- Free
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28
StockPenguins AI-powered investment portfolio tracking and optimizationStockPenguins was an AI-driven platform for tracking, analyzing, and optimizing investment portfolios, providing tools to help users manage their investments effectively.
- Other
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29
wallet.AI Artificial Intelligence for Daily Financial Decisionswallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.
- Contact for Pricing
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30
iPicks AI Insights for Smarter Investments.iPicks provides AI-powered insights to accelerate research and spot hidden opportunities on over 6,000 stocks and ETFs.
- Free
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31
Passiv Automate and Simplify Your Portfolio ManagementPassiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.
- Freemium
- From 9$
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32
Rewiser Modern finance platform with AI-powered money managementRewiser is an AI-enhanced finance platform that simplifies budgeting and accounting for individuals and businesses through smart transaction analysis and collaborative tools.
- Freemium
- From 10$
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33
AI Investing Tools A Curated Directory of AI Tools To Help You Automate Your InvestingA comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.
- Pay Once
- From 60$
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34
Mezzi AI-powered wealth building and investment optimization platformMezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.
- Freemium
- From 10$
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35
SigFig Intelligent Wealth Management Solutions for Enterprises and ConsumersSigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.
- Contact for Pricing
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36
FinWise Personal Finances, SimplifiedFinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.
- Free Trial
- From 9$
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37
CoinIQ Smarter Crypto Investing Starts HereCoinIQ is an AI-powered crypto portfolio analytics platform that transforms complex cryptocurrency data into clear, actionable insights for investors, covering over 3,000 coins with real-time analysis in under a minute.
- Freemium
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38
Investilyze Real-time Stock Analysis Powered by AIInvestilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.
- Paid
- From 19$
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39
Sooper Optimize stock and ETF portfolios with AI-driven personalizationSooper is an AI-powered investment platform that analyzes equity portfolios using advanced algorithms to optimize returns versus risk through personalized direct indexing and detailed portfolio analysis.
- Contact for Pricing
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40
Fiscor Visualize Your Financial Future with Intelligent SimulationsFiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.
- Freemium
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41
MyInvestment-AI Personalized Investment Plans Tailored for YouMyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.
- Paid
- From 10$
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42
Plootus AI-powered financial advisory and planning for retirement and financial goalsPlootus is an AI-driven financial advisory platform that provides personalized retirement planning and investment guidance through algorithmic analysis and secure client-focused services.
- Contact for Pricing
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43
Vings The app that makes you savingsVings is an AI-powered personal finance platform that helps users manage wealth across banking and crypto with automated tracking, budgeting, and investment insights.
- Freemium
- From 5$
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44
Simply Wall St Stop wasting hours in spreadsheets and start growing your wealth with portfolio analysis, discovery tools and market alerts — all in one place.Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.
- Freemium
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45
CoinStats Track All Your Wallets & Exchanges From One PlaceCoinStats is a comprehensive crypto portfolio tracker that allows users to manage cryptocurrencies, NFTs, and DeFi assets across multiple wallets and exchanges from a single platform, featuring AI-powered insights.
- Freemium
- From 14$
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46
Maxint Your personal financial analyst. Insight in seconds, compounded forever.Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.
- Free
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47
Ziggma Smart Portfolio And Research Tools For The Long-Term InvestorZiggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.
- Freemium
- From 7$
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48
Intellectia.AI AI-Powered Insights for Smarter InvestmentIntellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.
- Paid
- From 15$
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49
StockPicker The all-in-one trading toolkit with advanced AI-driven stock analyticsStockPicker is an AI-powered trading platform that provides real-time insider trading data, daily stock picks, trending stocks, and breaking news analytics to help investors make informed decisions.
- Freemium
- From 25$
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50
WeFIRE AI-Empowered Financial FreedomWeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.
- Free
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