TradesViz vs Wealthfolio
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick TradesViz for backtesting plus charting. Pick Wealthfolio for managed portfolios.
Key differences
- Cheaper paid plan: Wealthfolio ($14.99/mo vs $2.99/mo)
- Broader feature set: TradesViz (8 vs 5 core capabilities)
- API access: TradesViz (Only TradesViz has it)
- Backtesting: TradesViz (Only TradesViz has it)
- Mobile app: Wealthfolio (Only Wealthfolio has it)
- Options analytics: TradesViz (Only TradesViz has it)
Pick TradesViz if
- You test strategies before risking money
- Charts are the center of your workflow
- Free trade journaling
- Options and stats nerds
Pick Wealthfolio if
- You want a managed portfolio
- Private open-source portfolio tracking
- Retirement and FIRE planning
- Syncing brokers across devices
Side by side
| Feature | TradesViz | Wealthfolio |
|---|---|---|
| Starting price | Free, paid from $14.99/mo | Free, paid from $2.99/mo |
| Free plan | Yes | Yes |
| Charting | Yes | No |
| Backtesting | Yes | No |
| Broker connection | Yes | Yes |
| AI chat assistant | Yes | Yes |
| Options analytics | Yes | No |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | No | Yes |
| API access | Yes | No |
| MCP / AI connector | Yes | Yes |
| Mobile app | No | Yes |
Plans
TradesViz
- Basic: Free forever
- Pro (annual): $14.99/mo billed annually
- Pro (monthly): $19.99/mo
- Platinum (annual): $22.49/mo billed annually
- Platinum (monthly): $29.99/mo
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 TradesViz and Wealthfolio?
Pick TradesViz for backtesting plus charting. Pick Wealthfolio for managed portfolios.
Which is cheaper, TradesViz or Wealthfolio?
Wealthfolio has the cheaper paid plan: $14.99/mo for TradesViz vs $2.99/mo for Wealthfolio (monthly equivalent, checked Oct 2026).
Do TradesViz or Wealthfolio have a free plan?
Both have a free plan.
Which is better for beginners?
Wealthfolio is the friendlier start.
Which has better AI features?
TradesViz goes deeper on AI with 3 AI features (AI chat assistant, MCP / AI connector, backtesting).
Can I connect TradesViz or Wealthfolio to ChatGPT or Claude?
TradesViz and Wealthfolio offer an MCP server or official AI connector.
Is TradesViz or Wealthfolio better for active trading?
TradesViz has more of the active-trading toolkit: alerts, scanning, signals and charts.
Should I use both TradesViz and Wealthfolio?
It can make sense. They overlap on only 4 core features, so one can fill gaps the other leaves.