Wealthfolio vs PortfoliosLab
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick Wealthfolio for AI chat assistant plus broker connection. Pick PortfoliosLab for stock screener plus fundamentals.
Key differences
- Cheaper paid plan: Wealthfolio ($2.99/mo vs $10/mo)
- AI chat assistant: Wealthfolio (Only Wealthfolio has it)
- Broker connection: Wealthfolio (Only Wealthfolio has it)
- Mobile app: Wealthfolio (Only Wealthfolio has it)
Pick Wealthfolio if
- You want to ask an AI questions in plain English
- You want it linked to your broker
- Private open-source portfolio tracking
- Retirement and FIRE planning
Pick PortfoliosLab if
- You scan the market with filters every day
- You dig into financials and valuation
- Analyzing portfolio risk and ratios
- Comparing stocks and ETFs
Side by side
| Feature | Wealthfolio | PortfoliosLab |
|---|---|---|
| Starting price | Free, paid from $2.99/mo | Free, paid from $10/mo |
| Free plan | Yes | Yes |
| Stock screener | No | Yes |
| Broker connection | Yes | No |
| AI chat assistant | Yes | No |
| Fundamentals | No | Yes |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | Yes |
| MCP / AI connector | Yes | Yes |
| Mobile app | Yes | No |
Plans
Wealthfolio
- Wealthfolio: Free
- Connect Basic: $2.99/mo
- Connect Essentials: $7.99/mo
- Connect Duo: $12.99/mo
- Connect Plus: $24.99/mo (coming soon)
PortfoliosLab
- Free: Free
- Plus: $10/mo or $100/yr
- Pro: $25/mo or $250/yr
- Max: $90/mo or $900/yr
Questions people ask
What is the main difference between Wealthfolio and PortfoliosLab?
Pick Wealthfolio for AI chat assistant plus broker connection. Pick PortfoliosLab for stock screener plus fundamentals.
Which is cheaper, Wealthfolio or PortfoliosLab?
Wealthfolio has the cheaper paid plan: $2.99/mo for Wealthfolio vs $10/mo for PortfoliosLab (monthly equivalent, checked Oct 2026).
Do Wealthfolio or PortfoliosLab have a free plan?
Both have a free plan.
Which is better for beginners?
Wealthfolio is the friendlier start.
Which has better AI features?
Wealthfolio goes deeper on AI with 2 AI features (AI chat assistant, MCP / AI connector).
Can I connect Wealthfolio or PortfoliosLab to ChatGPT or Claude?
Wealthfolio and PortfoliosLab offer an MCP server or official AI connector.
Is Wealthfolio or PortfoliosLab better for active trading?
PortfoliosLab has more of the active-trading toolkit: alerts, scanning, signals and charts.
Should I use both Wealthfolio and PortfoliosLab?
It can make sense. They overlap on only 3 core features, so one can fill gaps the other leaves.