Basic
$2.99 a month
1 person · Up to 6 devices · Device sync · No broker connections
Checked 1 Oct 2026
Plans and prices
Wealthfolio pricing
Essentials
$7.99 a month
1 person · Up to 5 institution connections · Automatic brokerage sync · Bring Your Own Key AI
Checked 1 Oct 2026
Duo
$12.99 a month
2 people · Up to 12 institution connections · Shared household view · Bring Your Own Key AI
Checked 1 Oct 2026
Plus
$24.99 a month
Personalized portfolio briefs · Holdings news and events · Licensed market intelligence · AI assistant without API key
Checked 1 Oct 2026
Wealthfolio core
Free
Desktop and self-hosted core · Manual accounts and transactions · CSV imports
Checked 1 Oct 2026