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Boldin vs Wealthfolio: catalog facts
BoldinWealthfolio
Freemium

Can be tried for free, with additional features to unlock; prices are not stated here.

Free

The app is free and open source; Wealthfolio Connect is a separate optional service.

Web Windows, macOS, Linux, Self-hosted
  • Detailed modelling of taxes, income, property and healthcare
  • What-if scenarios and Monte Carlo analysis
  • Data stays local with no account
  • Investments, net worth and budgets in one app
  • Cloud service that holds your financial data
  • Oriented toward US retirement rules
  • Imports rely largely on CSV statements
  • Planning features assume some financial knowledge
Web application, Hosted service Downloadable app, Self-hosted
Closed source Open source
License not stated License: AGPL-3.0
Account needed No account needed
Needs internet Works offline

Checked September 24, 2026

Checked September 23, 2026

Catalog facts only. Anything “not stated” is unconfirmed. Check full listings for details.