Compare software

ProjectionLab vs Wealthfolio: catalog facts
ProjectionLabWealthfolio
Freemium

Can be tried for free; paid plans are listed on the pricing page.

Free

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

Web Windows, macOS, Linux, Self-hosted
  • Detailed year-by-year tax and cash flow projections
  • Historical backtesting of plans
  • Data stays local with no account
  • Investments, net worth and budgets in one app
  • Web only
  • Tax features appear focused on the US system
  • 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
Not stated if an account is needed No account needed
Not stated if it works offline Works offline

Checked September 24, 2026

Checked September 23, 2026

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