Best Wealthfolio Alternatives in 2026
Updated
20 apps from portfolio management software ranked against Wealthfolio on the same published basis.
- 1Wealthfolio vs Tamarac
- 2Wealthfolio vs Portfolio Performance
- 3Wealthfolio vs Addepar
- 4Wealthfolio vs Black Diamond Wealth Solutions
- 5Wealthfolio vs FinFolio
- 6Wealthfolio vs SimCorp One
- 8Wealthfolio vs Landytech Sesame One
- 9Wealthfolio vs Masttro
- 10Wealthfolio vs Sharesight
- 11Wealthfolio vs Stock Rover
- 12Wealthfolio vs Snowball Analytics
- 13Wealthfolio vs Clearwater Analytics
- 14Wealthfolio vs Asset Vantage
- 15Wealthfolio vs Charles River IMS
- 16Wealthfolio vs Morningstar Office
- 17Wealthfolio vs SS&C Advent Geneva
- 18Wealthfolio vs AlternativeSoft
- 19Wealthfolio vs Orion Portfolio Accounting
- 20Wealthfolio vs SS&C Advent Axys
- 21Wealthfolio vs getquin
Wealthfolio alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Tamarac | 8.0 | No | — | Web, iOS, Android |
| 2 | Portfolio Performance | 8.0 | Free plan | $2.08/mo | Android, iOS, Linux, Mac, Windows |
| 3 | Addepar | 7.9 | No | — | Web |
| 4 | Black Diamond Wealth Solutions | 7.9 | No | — | Web, iOS, Android |
| 5 | FinFolio | 7.9 | No | — | Web, iOS, Android |
| 6 | SimCorp One | 7.8 | No | — | — |
| 8 | Landytech Sesame One | 7.6 | No | — | Web, iOS, Android |
| 9 | Masttro | 7.6 | No | — | Web, iOS, Android |
| 10 | Sharesight | 7.6 | Free plan | $7/mo | Android, API, iOS, Web |
| 11 | Stock Rover | 7.6 | Free plan | $2/mo | Android, iOS, Web, Windows |
| 12 | Snowball Analytics | 7.5 | Free plan | $6.67/mo | Android, iOS, Web |
| 13 | Clearwater Analytics | 7.4 | No | — | Web |
| 14 | Asset Vantage | 7.4 | No | — | Web, iOS, Android |
| 15 | Charles River IMS | 7.3 | No | — | — |
| 16 | Morningstar Office | 7.2 | No | — | Web, iOS |
| 17 | SS&C Advent Geneva | 7.2 | No | — | Web |
| 18 | AlternativeSoft | 7.0 | No | — | Web |
| 19 | Orion Portfolio Accounting | 7.0 | No | $1083.33/mo | Android, API, iOS, Web |
| 20 | SS&C Advent Axys | 7.0 | No | — | Windows |
| 21 | getquin | 7.0 | Free plan | €749.92/mo | Android, iOS, Web |
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Questions about Wealthfolio alternatives
What is the best alternative to Wealthfolio?
Tamarac, number 1 in portfolio management software with a score of 8.0 out of 10. The others here: Portfolio Performance, Addepar, Black Diamond Wealth Solutions and 16 more.
What is the best free alternative to Wealthfolio?
Portfolio Performance is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on.