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Wealthfolio pricing
5 plans on the record · a free plan
Every plan
Basic
Billed monthly; $29 billed yearly
1 person · Up to 6 devices · Device sync · No broker connections
Read 1 Oct 2026 · wealthfolio.ai
Essentials
Billed monthly; $79 billed yearly
1 person · Up to 5 institution connections · Automatic brokerage sync · Bring Your Own Key AI
Read 1 Oct 2026 · wealthfolio.ai
Duo
Billed monthly; $129 billed yearly
2 people · Up to 12 institution connections · Shared household view · Bring Your Own Key AI
Read 1 Oct 2026 · wealthfolio.ai
Plus
Billed monthly; $249 billed yearly · Coming soon
Personalized portfolio briefs · Holdings news and events · Licensed market intelligence · AI assistant without API key
Read 1 Oct 2026 · wealthfolio.ai
Wealthfolio core
Free forever
Desktop and self-hosted core · Manual accounts and transactions · CSV imports
Read 1 Oct 2026 · wealthfolio.ai