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Folify vs MyMoneyViz

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Folify compared with MyMoneyViz
DetailFolify logo FolifyMyMoneyViz logo MyMoneyViz
What it doesPortfolio rebalancing tool for investors See your entire net worth in one private place
StageNot given Not given
FoundedNot given Not given
Based inNot given Not given
Pricing modelNot given Free
PricingBasic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free. Free base tracking features; premium features planned
Key features
  • Portfolio holdings monitoring across multiple accounts
  • Multi-segment allocation tracking with up to 10 levels
  • Allocation drift notifications via email and Telegram
  • Rebalancing plan calculation with specific asset actions
  • Support for stocks, ETFs, crypto and currencies from 70+ exchanges
  • Customizable drift limits and waiting periods for alerts
  • Automatic 24/7 value and allocation updates
  • 15-minute delayed or end-of-day market data
  • Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
  • Backfill historical data to see your complete wealth journey
  • Portfolio analysis with insights into health, risk exposure, and diversification
  • Deep-dive into ETF holdings to see companies you own and overlaps
  • Set long-term goals and overlay target trajectory versus actual growth
  • Weekly recap and monthly reminder emails for balance updates
  • Track recurring subscriptions and spending by category
  • Convert and unify multiple currencies into one net worth number
  • Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
What makes it different
  • User-defined rules determine when alerts trigger, not the system
  • Alerts only sent when both drift and time conditions are met simultaneously
  • Detailed rebalancing actions specify exactly which assets to buy and sell in each account
  • Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
  • 100% manual tracking with no broken bank syncs or security risks from credential sharing
  • Complete privacy: data never sold, shared, or used to recommend products
  • Works with any asset type worldwide without requiring bank connections
  • Designed for couples and families to track household wealth in one place
  • Simple, reliable tool that respects your time without pushing upsells or proprietary products
Community votes00
DR (Domain Rating by Ahrefs)Not checked yet no change since last check6 no change since last check
Trust Flow (Majestic)08
Citation Flow (Majestic)019
Referring domains (Majestic)04

4 details filled in for both companies.

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