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Wealthfolio vs ProjectionLab: catalog facts
WealthfolioProjectionLab
Free

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

Freemium

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

Windows, macOS, Linux, Self-hosted Web
  • Data stays local with no account
  • Investments, net worth and budgets in one app
  • Detailed year-by-year tax and cash flow projections
  • Historical backtesting of plans
  • Imports rely largely on CSV statements
  • Planning features assume some financial knowledge
  • Web only
  • Tax features appear focused on the US system
Downloadable app, Self-hosted Web application, Hosted service
Open source Closed source
License: AGPL-3.0 License not stated
No account needed Not stated if an account is needed
Works offline Not stated if it works offline

Checked September 23, 2026

Checked September 24, 2026

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