Charles River IMS vs Wealthfolio
| Charles River IMS | Wealthfolio | |
|---|---|---|
| Free plan | No | Yes |
| Free trial | No | No |
| Paid from | — | $2.99/mo |
| Open source | No | No |
| Platforms | — | iOS, Linux, macOS, self-hosted, Web, Windows |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | Yes |
| Risk analysis | Yes | Yes |
| Tax-lot tracking | Yes | Yes |
| Free plan | — | Yes |
| Paid from | — | $2.99/user/mo |
Both are listed in Best Portfolio Management Software. On Everything Xiaomi, Wealthfolio scores higher on our published basis.