Wealthfolio
Track stocks, ETFs, and crypto locally with an AGPL-licensed desktop portfolio tracker that keeps holdings off third-party finance dashboards.
- Finance & Accounting
- Free
- Productivity
The facts
- Category
- Finance & Accounting
- Pricing
- Free. Free to use. No paid tier is required for the core product.
- Best for
- Productivity
- Website
- wealthfolio.app
Wealthfolio alternatives
33 tools sit in Finance & Accounting in the Cocoon directory. These are the closest to Wealthfolio.
BaswareAccounts payable automation and e-invoicing with AI invoice matching, built for large enterprises.MediusSpend management and AP automation with AI fraud and duplicate-invoice detection.PayhawkCompany cards, expenses and accounts payable in one platform with AI receipt capture.SpendeskSpend management for European finance teams, cards, invoices and approvals with AI capture.KlippaDocument AI for finance, OCR and data extraction from receipts, invoices and identity documents.BrexCorporate cards, expenses and travel with an AI assistant that answers spend questions and drafts reports.BILLAccounts payable and receivable automation, AI reads invoices, routes approvals and schedules payments.Vic.aiAutonomous accounts payable. Learns your coding patterns and processes invoices without templates.FloQastClose management and reconciliation automation built by accountants, with AI for transaction matching.BlackLineFinancial close, intercompany and AR automation at enterprise scale, with AI matching and anomaly detection.DigitsAI accounting for startups, categorises transactions and produces real-time financial statements.ZeniAI bookkeeping with a human finance team attached, daily updated books and dashboards.
Learning to actually use this
Cocoon runs hands-on AI training across Sri Lanka and Asia. Picking a tool is the easy part; building it into how your team already works is the part people get stuck on.