AllInvestView vs Wealthfolio
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
AllInvestView does everything Wealthfolio does plus global markets plus crypto. Pick Wealthfolio only if price matters most.
Key differences
- Cheaper paid plan: Wealthfolio ($8.99/mo vs $2.99/mo)
- Broader feature set: AllInvestView (7 vs 5 core capabilities)
- Mobile app: Wealthfolio (Only Wealthfolio has it)
Pick AllInvestView if
- You invest outside the US
- You also trade crypto
- Tracking many brokers in one view
- Tax and capital gains reports
Pick Wealthfolio if
- Private open-source portfolio tracking
- Retirement and FIRE planning
- Syncing brokers across devices
Side by side
| Feature | AllInvestView | Wealthfolio |
|---|---|---|
| Starting price | Free, paid from $8.99/mo | Free, paid from $2.99/mo |
| Free plan | Yes | Yes |
| Broker connection | Yes | Yes |
| AI chat assistant | Yes | Yes |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | Yes |
| Crypto | Yes | No |
| Global markets | Yes | No |
| MCP / AI connector | Yes | Yes |
| Mobile app | No | Yes |
Plans
AllInvestView
- Free: Free forever
- Starter: $8.99/mo or $6.99/mo billed annually ($83.88/yr)
- Advanced: $14.99/mo or $11.99/mo billed annually ($143.88/yr)
- Pro: $29.99/mo or $24.99/mo billed annually ($299.88/yr)
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)
Questions people ask
What is the main difference between AllInvestView and Wealthfolio?
AllInvestView does everything Wealthfolio does plus global markets plus crypto. Pick Wealthfolio only if price matters most.
Which is cheaper, AllInvestView or Wealthfolio?
Wealthfolio has the cheaper paid plan: $8.99/mo for AllInvestView vs $2.99/mo for Wealthfolio (monthly equivalent, checked Oct 2026).
Do AllInvestView or Wealthfolio have a free plan?
Both have a free plan.
Which is better for beginners?
Both target beginner users. Start with whichever has the free plan or trial so you can test before you pay.
Which has better AI features?
They are level on AI depth (2 AI features each). AllInvestView: AI chat assistant, MCP / AI connector. Wealthfolio: AI chat assistant, MCP / AI connector.
Can I connect AllInvestView or Wealthfolio to ChatGPT or Claude?
AllInvestView and Wealthfolio offer an MCP server or official AI connector.
Is AllInvestView or Wealthfolio better for active trading?
They are about even on active-trading features (alerts, scanning, signals and charts).
Should I use both AllInvestView and Wealthfolio?
Probably not. They overlap on 5 core features, so paying for both doubles up.