Wealthfolio Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Wealthfolio is a portfolio manager known for private open-source portfolio tracking. These alternatives are matched on the features Wealthfolio actually has, so each one shows what you keep, what you gain and what you give up if you switch.
6 of these 10 alternatives are free to start, the cheapest paid plan is $5/mo, and on average they cover 72% of what Wealthfolio does.
Best Wealthfolio alternatives
1. AllInvestView (Close replacement, covers 100% of Wealthfolio)
Multi-broker portfolio tracker with an AI assistant that imports trades, fixes errors, sets alerts and builds tax reports.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios, MCP / AI connector, Broker connection. You gain: Global markets, Crypto. You lose: nothing you rely on.
Watch out: Free plan caps you at 10 holdings and 1 portfolio.
Price: Free, paid from $8.99/mo. Wealthfolio vs AllInvestView
2. PortfolioPilot (Close replacement, covers 80% of Wealthfolio)
AI portfolio advisor that links your accounts, scores your allocation and suggests tax and rebalancing moves.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios, Broker connection. You gain: Fundamentals. You lose: MCP / AI connector.
Watch out: Cheapest plan with real recommendations needs annual billing.
Price: Free, paid from $20/mo. Wealthfolio vs PortfolioPilot
3. Astor (Partial overlap, covers 60% of Wealthfolio)
SEC-registered AI investment advisor you text or call, with advice based on the holdings in your linked accounts.
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: News and sentiment. You lose: Managed portfolios, MCP / AI connector.
Watch out: Pro limits voice calls to 10 minutes a day.
Price: From $9.99/mo. Wealthfolio vs Astor
4. Mezzi (Partial overlap, covers 60% of Wealthfolio)
SEC-registered AI wealth adviser that links all your accounts and flags tax, risk and allocation moves.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios. You gain: nothing new. You lose: MCP / AI connector, Broker connection.
Watch out: Paid plans are annual only.
Price: Free, paid from $33.25/mo. Wealthfolio vs Mezzi
5. TradeZella (Partial overlap, covers 60% of Wealthfolio)
Trading journal with automated broker imports, backtesting and AI trade insights
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: Backtesting. You lose: Managed portfolios, MCP / AI connector.
Watch out: Entry plan connects just one trading account.
Price: From $26/mo. Wealthfolio vs TradeZella
6. TradesViz (Close replacement, covers 80% of Wealthfolio)
Trading journal with a free forever tier, AI analytics and a built-in simulator
You keep: AI chat assistant, Portfolio tracking, MCP / AI connector, Broker connection. You gain: Backtesting, Charting, Options analytics, API access. You lose: Managed portfolios.
Watch out: Premium analytics and the AI coach sit behind paid Pro or Platinum tiers.
Price: Free, paid from $14.99/mo. Wealthfolio vs TradesViz
7. Rallies.ai (Close replacement, covers 80% of Wealthfolio)
AI stock research app that links your brokerages, answers questions in plain English and runs monitoring agents.
You keep: AI chat assistant, Portfolio tracking, MCP / AI connector, Broker connection. You gain: Stock screener, News and sentiment, Alerts. You lose: Managed portfolios.
Watch out: Everything is free today, so the business model and future pricing could change.
Price: Free plan. Wealthfolio vs Rallies.ai
8. TraderSync (Partial overlap, covers 60% of Wealthfolio)
AI-enhanced trading journal that tracks performance and identifies profitable behavioral patterns.
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: Backtesting. You lose: Managed portfolios, MCP / AI connector.
Watch out: The price jumps to $49.95 a month for the Premium tier most people choose.
Price: From $22.46/mo. Wealthfolio vs TraderSync
9. Robinhood Cortex (Partial overlap, covers 60% of Wealthfolio)
AI tools built into Robinhood's brokerage, including agentic trading and real-time insights on holdings.
You keep: AI chat assistant, Managed portfolios, MCP / AI connector. You gain: nothing new. You lose: Portfolio tracking, Broker connection.
Watch out: Cortex is bundled into Gold and only works inside Robinhood.
Price: From $5/mo. Wealthfolio vs Robinhood Cortex
10. Composer (Close replacement, covers 80% of Wealthfolio)
Visual platform for building algorithmic trading strategies using plain-English logic blocks.
You keep: AI chat assistant, Managed portfolios, MCP / AI connector, Broker connection. You gain: Automated trading, Backtesting, Strategy builder, API access. You lose: Portfolio tracking.
Watch out: Free tier automates only one strategy, so running several needs a paid plan.
Price: Free, paid from $10/mo. Wealthfolio vs Composer
Questions people ask
What is the best alternative to Wealthfolio?
AllInvestView is the closest replacement, covering 100% of Wealthfolio's core features. Rallies.ai has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to Wealthfolio?
Yes. AllInvestView has a free plan and keeps 5 of Wealthfolio's 5 core features. 6 alternatives on this page are free to start.
What is the cheapest alternative to Wealthfolio?
Robinhood Cortex starts at $5/mo, compared with $2.99/mo for Wealthfolio. Prices were checked in Oct 2026.
Why do traders switch from Wealthfolio?
Auto brokerage sync needs a paid Connect plan; the free app uses manual entry and CSV. Broker sync needs a paid Connect plan