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Wealthfolio vs Sharesight: catalog facts
WealthfolioSharesight
Free

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

Freemium

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

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

Checked September 23, 2026

Checked September 23, 2026

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