Wealthfolio Pricing 2026

Plans, hidden costs, and cheaper alternatives compared

Pricing verifiedJul 2026

2 plans tracked·Updated Jul 2026

Is Wealthfolio worth the price?

85/10

The Wealthfolio free tier is incredibly generous, offering a comprehensive suite of features for an investment tracker.

The 'Connect' tier, while optional, is crucial for automation and multi-device use, but its lack of a disclosed price makes it difficult to assess its fairness. This model is best for users who prioritize privacy and are comfortable with manual data entry, or those willing to pay an undisclosed amount for automation.

Pricing Plans

Wealthfolio

Free

Investment Tracking
Net Worth Tracking
AI Assistant
Account Aggregation (manual import)
Holdings Overview
Performance Dashboard
Income Tracking
Account Performance

Wealthfolio Connect

Optional subscription

Brokerage Sync (automatic import)
Device Sync (E2E encrypted across devices)
Household View (share selected portfolios)

Calculate your cost View full pricing

Hidden Costs & Gotchas

Undisclosed price for 'Connect' tier

Potential fees for brokerage sync

No clear annual discount option

Which Plan Do You Need?

Privacy-focused DIY investors

Users comfortable with manual data

Those seeking robust free features

How Wealthfolio Compares to Competitors

Compared to Personal Capital (free, but ad-supported and data-mining) or Empower (free, but pushes wealth management services), Wealthfolio's free tier offers similar core tracking without the data monetization. Paid alternatives like Quicken Simplifi ($3.99/month) offer automatic sync, making Wealthfolio Connect's undisclosed price a key differentiator to watch.

Wealthfolio Pricing FAQ

How much does Wealthfolio cost?

Wealthfolio uses custom pricing. Contact Wealthfolio directly for a quote based on your team size and requirements.

Does Wealthfolio have a free plan?

Yes. Wealthfolio offers a free plan called "Wealthfolio". It includes: Investment Tracking, Net Worth Tracking, AI Assistant.

Is there a cheaper alternative to Wealthfolio?

Yes. Popular alternatives to Wealthfolio include Microsoft Excel, Google Sheets, GnuCash, Quicken. Free alternatives include Microsoft Excel, Google Sheets, GnuCash. Compare them side-by-side on Toolradar.