Portfolio vs Wealth Tracker
Price, ratings, monetisation and update history for both apps, side by side β with what reviewers say about each.
Portfolio
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A simple free portfolio tracker combined with a compound interest calculator. See where your portfolio is now and discover where it might go in the future. The compound interest calculator starts with your own portfolio as the initial investment. Then you may change three parameters: * The number of years of continued investing * The expected annual return * The additional investment per month Playing with these parameters, you immediately see where your wealth might end up. Note that this app is at an early stage. It does not yet automatically update asset prices or currency exchange rates. The currency exchange rates used for handling assets in different currencies will update with updates of the app.
Wealth Tracker
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Wealth Tracker β Your Smart Mutual Fund Companion Managing mutual fund investments shouldnβt be complicated. Whether youβre just starting your investing journey or already building wealth, Wealth Tracker is your intelligent, secure, and hassle-free way to stay on top of your mutual fund portfolio. This app is designed with transparency in mind giving you a clear picture of where your money is, how itβs growing, and what actions you can take to make your investments work smarter β not just harder. Get your portfolio reviewed in just under 7 minutes. What You Can Do with Wealth Tracker: β’ Track All Mutual Funds in One Place Link your existing folios from any AMC or platform. Get a consolidated view of your mutual fund holdings β across direct and regular plans. β’ Real-Time Portfolio Insights See how your investments are performing with dynamic, easy-to-understand reports. Track returns, asset allocation, fund categories, and more β in real-time. β’ X-Ray Your Portfolio Identify over-diversification, hidden overlaps, and concentration risks. Our advanced analytics help you take more informed decisions . β’ Download Capital Gains Report Generate and download your capital gains report directly from the app for easy tax filing and financial tracking β hassle-free and ready when you need it. β’ Smart Notifications Get alerts when action is needed β from portfolio rebalancing suggestions to key updates on your funds. No spam, just what matters. β’ 100% Secure & Privacy-First Your data stays encrypted and secure. We use bank-grade security and never sell or misuse your information. Why Choose Investza Wealth Tracker? ->Made for Mutual Fund Investors: Not cluttered with stocks, FDs, or insurance. 100% focused on mutual fund tracking and optimization. ->No Ads, No Noise: A clean, distraction-free interface built for clarity and simplicity. ->Expert-Grade Insights: Simplified: You donβt need to be a financial expert. We make complex investment analytics accessible and actionable. Your Data is Safe with Investza We use industry-standard encryption, follow SEBI-compliant practices, and never compromise on user privacy. Your information is never shared without your consent. Start making better mutual fund decisions today. Download Wealth Tracker and take control of your investments. Investza Wealth Tracker App is a Mutual Fund Portfolio Review tool offered by Investza Capital, an AMFI registered mutual fund distributor with ARN - 154125. Mutual Fund Investments are subject to market risk, please read all scheme-related documents carefully before investing.
Screenshots
Verdict
The clearest difference is update cadence: Portfolio at every 3 days against Wealth Tracker's every 4 weeks. Wealth Tracker's advantage is device support (3 vs 1) and iOS requirement (15.1 vs 17.0). On price, ads and in-app purchases there is nothing between them.
Scored on Price Β· Rating Β· Positive reviews Β· Number of ratings Β· Update frequency Β· Ads Β· In-app purchases Β· Monetization Β· Best chart rank Β· Devices Β· Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Portfolio ships an update every 3 days, Wealth Tracker every 4 weeks. The most recent releases landed on May 13, 2026 and September 14, 2026 respectively.
| Parameter | Portfolio | Wealth Tracker |
|---|---|---|
| Price | Free | Free |
| Update frequency | Every 3 days β better | Every 4 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Devices | iPhone | iPhone, iPad, iPod β better |
| Requires iOS | 17.0 | 15.1 β better |
| Further details β not scored | ||
| Size | 1 MB | 37 MB |
| Age rating | 4+ | 4+ |
| Developer | Sebastian Fichtner | Investza |
In-app purchases
Portfolio
No in-app purchases
Wealth Tracker
No in-app purchases
Questions
Is Portfolio free?
Is Wealth Tracker free?
Do Portfolio or Wealth Tracker have ads?
Which is updated more often, Portfolio or Wealth Tracker?
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