Wealthfolio

Wealthfolio

The open-source, private portfolio tracker — investments, net worth, spending, and simulations.

Local-first: your data lives on your device.

Website · Discord · Twitter · Releases

⬇ Download for macOS · Windows · Linux · iOS App · Docker

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Introduction

Wealthfolio is an open-source, private portfolio tracker — investments, net worth, spending, and simulations. All your data is stored locally on your device: no cloud database, no account required, free forever.

For automatic brokerage syncing (30+ institutions, read-only) and encrypted multi-device sync, there's [Wealthfolio Connect](https://wealthfolio.app/connect?utm_source=github&utm_medium=readme) — an optional subscription that covers the real cost of the brokerage data connections. The app never requires it: manual tracking and CSV import are free, forever.

Visit the website at wealthfolio.app (opens in a new tab).

Key Features

• Portfolio Tracking - Track your investments across multiple accounts

and asset types

• Performance Analytics - True time-weighted and money-weighted returns,

benchmark comparison, and historical analysis

• Activity Management - Import and manage all your trading activities
• Goal Planning - Set and track financial goals with allocation

management

• Local Data - All data stored locally with no cloud dependencies
• Optional Broker Sync - Auto-sync 30+ brokerages with

(read-only, entirely optional)

• Extensible - Powerful addon system for custom functionality
• Multi-Currency - Support for multiple currencies with exchange rate

management

• Cross-Platform - Desktop (Windows, macOS, Linux), iOS, and self-hosted

Docker/web

Wealthfolio 3.7 requires macOS 12 or newer and iOS/iPadOS 16 or newer. macOS 12 installations should apply current macOS and Safari updates so the system WKWebView meets the Safari 16 browser floor. Windows uses the evergreen WebView2 runtime; Linux and self-hosted installations should keep WebKitGTK or their browser updated.