Compare software

Wealthfolio vs Boldin: catalog facts
WealthfolioBoldin
Free

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

Freemium

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

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

Checked September 23, 2026

Checked September 24, 2026

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