Wealthfolio
Wealthfolio offers self-hosting or open source.
Our verdict
Who it's for
Best for Finance & Accounting teams that want self-hosting or open source.
Who should look elsewhere
Teams whose needs fall outside Finance & Accounting.
Pros
- +Free tier to get started
- +Self-hostable / open source
- +AI-powered
- +Analytics & reporting
Cons
- −Richer features sit on the higher-priced plans
Key features
- ✓Self-hostable / open source
- ✓AI-powered
- ✓Analytics & reporting
- ✓Free tier
- ✓2-tier pricing
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Wealthfolio | — | month | Investment Tracking; Net Worth Tracking; AI Assistant |
| Wealthfolio Connect | — | month | Brokerage Sync (automatic import); Device Sync (E2E encrypted across devices); Household View (share selected portfolios) |