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Sharesight vs Wealthfolio: catalog facts
SharesightWealthfolio
Freemium

Free for 10 holdings; paid plans run from $7 to $23.25 USD a month billed annually.

Free

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

Web Windows, macOS, Linux, Self-hosted
  • Integrations with hundreds of brokers
  • Dividend and tax reporting
  • Data stays local with no account
  • Investments, net worth and budgets in one app
  • Free plan limited to 10 holdings and one portfolio
  • Portfolio data is held on a hosted service
  • 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
Not stated if it works offline Works offline

Checked September 23, 2026

Checked September 23, 2026

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