Orion Portfolio Accounting vs Wealthfolio

Orion Portfolio Accounting

7.0 #19 in Portfolio Management Software

About Orion Portfolio Accounting

Wealthfolio

7.7 #7 in Portfolio Management Software

About Wealthfolio
Orion Portfolio AccountingWealthfolio
Free planNoYes
Free trialNoNo
Paid from$1083.33/mo$2.99/mo
Open sourceNoNo
PlatformsAndroid, api, iOS, WebiOS, Linux, macOS, self-hosted, Web, Windows
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Free plan—Yes
Paid from—$2.99/user/mo
Allocation analysis—Yes
Risk analysis—Yes
Tax-lot tracking—Yes

Both are listed in Best Portfolio Management Software. On Everything Xiaomi, Wealthfolio scores higher on our published basis.