# WealthRoots vs Portfolio Snapshot

The clearest difference is in-app purchases: Portfolio Snapshot at none against WealthRoots's 2. Portfolio Snapshot also leads on update cadence (daily vs weekly). WealthRoots's advantage is ratings volume (12 vs 2) and device support (3 vs 1). On price, rating, ads and iOS requirement there is nothing between them.

Both are free to download. WealthRoots sells 2 in-app purchases, starting at $1.99 per month. Portfolio Snapshot asks for nothing beyond the download.

On the App Store both sit at effectively the same score — 5.0 for WealthRoots against 5.0 for Portfolio Snapshot. That said, the two scores are not equally well evidenced: WealthRoots has 12 ratings behind it against 2, so its average is the more settled of the two.

WealthRoots ships an update weekly, Portfolio Snapshot daily. The most recent releases landed on November 4, 2026 and November 5, 2026 respectively.

## The numbers

| Metric | WealthRoots | Portfolio Snapshot |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [5.0 (12 ratings)](https://appshunter.io/ios/app/wealthroots/id6743140922/reviews) | [5.0 (2 ratings)](https://appshunter.io/ios/app/portfolio-snapshot/id6757326154/reviews) |
| Number of ratings | **12** | 2 |
| Positive reviews | 100.0% of reviews | — |
| In-app purchases | Yes | **No** |
| Ads | No | No |
| Update frequency | Weekly | **Daily** |
| Monetization | Subscription | **Free** |
| Size | 23 MB | 2 MB |
| Requires iOS | 17.6 | **17.0** |
| Devices | **iPhone, iPad, Apple Watch** | iPhone |
| Age rating | 4+ | 4+ |
| Developer | [Phoenix Digital, LLC](https://appshunter.io/developer/1801617678) | [THOMAS ROBERT STEVENSON](https://appshunter.io/developer/1866127425) |

## What reviewers say

### WealthRoots

[App page](https://appshunter.io/ios/app/wealthroots/id6743140922)

Consolidate all your financial assets, from real estate to stocks, in one secure location. Track net worth, monitor investments, and gain insights into your portfolio's performance. Offers offline access and smart alerts for value changes.

**Highlights:** Real estate and property tracking, Vehicle asset management, Jewelry and valuables cataloging, JSE stock tracking, Cash and bank account monitoring, Portfolio performance insights, Smart alerts and notifications, Offline access

**Features:** macOS Compatibility, Apple Watch app, Vision Pro support

**In-app purchases (2)**

| Purchase | Price | Billing |
| --- | --- | --- |
| WealthRoots Premium | $1.99 | per month |
| WealthRoots Premium Yearly | $19.99 | per year |


### Portfolio Snapshot

[App page](https://appshunter.io/ios/app/portfolio-snapshot/id6757326154)

Easily track your stock investments with real-time price updates and automatic gain/loss calculations. Your financial data remains private and stored locally on your device, with no account required.

**Highlights:** Track unlimited stock holdings, Real-time price updates, Automatic gain/loss calculations, Support for fractional shares, 100% local data storage, No account or sign-up required

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is WealthRoots free?

WealthRoots is free to download, with in-app purchases available.

### Is Portfolio Snapshot free?

Portfolio Snapshot is free to download, with no in-app purchases.

### Which has better reviews, WealthRoots or Portfolio Snapshot?

WealthRoots and Portfolio Snapshot are both rated 5.0 out of 5 on the App Store, from 12 and 2 ratings respectively.

### Do WealthRoots or Portfolio Snapshot have ads?

Neither WealthRoots nor Portfolio Snapshot shows ads.

### Which is updated more often, WealthRoots or Portfolio Snapshot?

WealthRoots ships an update weekly, and Portfolio Snapshot daily. Most recently, WealthRoots was updated on November 4, 2026 and Portfolio Snapshot on November 5, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*