Wealthfolio

About

Wealthfolio is a personal finance app for tracking investments, net worth, spending and long-term plans, with your data stored locally on your own devices. It brings all your brokerage and bank accounts into one view, shows how your portfolio is really performing, and helps you plan for goals like retirement. It is for self-directed investors and anyone who wants the insight of a finance dashboard without handing their data to a cloud service. Wealthfolio started in 2024 as an independent open-source project and has grown quickly, passing 9,000 GitHub stars. It is local-first by design: no account is required, and the core app is free forever. Its polished interface sets it apart from spreadsheet-style trackers, and an add-ons system lets the community extend it. For people who want convenience, the optional Connect service adds encrypted sync between devices and automatic brokerage syncing. Highlights: • Track holdings, performance, allocation and income across all your accounts • Import CSV statements from any broker or bank • Net worth tracking across assets and liabilities • Spending tracking with auto-categorized transactions and budgets • Portfolio insights by asset class, sector and region, with benchmarks against the S&P 500 or any ETF • Retirement and FIRE planner with Monte Carlo simulations, goals and contribution limits • AI assistant that works with your own API key • Add-ons to extend the app The Wealthfolio app is free and open source under the AGPL-3.0 licence, for macOS, Windows, Linux, iOS and Android, or self-hosted with Docker. The optional Connect subscription starts at US$2.99 a month (US$29 a year) for device sync and encrypted backups; Essentials, with automatic brokerage sync, is US$7.99 a month.

Reviews