Wealthfolio
UnclaimedOpen-source, offline, and private investment tracker for desktop, mobile, and web.
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TL;DR - Wealthfolio
- Open-source, local-first investment tracker for privacy-conscious users.
- Tracks investments, net worth, performance, and goals with AI assistance.
- Optional 'Connect' subscription for brokerage sync and multi-device access.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Open-source and auditable code
- Prioritizes user privacy with local data storage
- No account required for core functionality
- Comprehensive investment and net worth tracking features
- Optional brokerage sync and multi-device access via 'Connect' subscription
Cons
- Brokerage sync and multi-device access require a paid subscription
- Core functionality requires manual data import without 'Connect'
- AI and licensed market data are part of higher-tier 'Connect' plans or require user-provided keys
Preview
Key Features
Investment TrackingNet Worth TrackingAI Assistant for portfolio insightsAccount Aggregation (manual CSV or optional brokerage sync)Performance Dashboard with benchmarkingIncome Tracking (dividends, interest)Goals TrackingContribution Limits Tracking (IRA, 401(k), TFSA)
Pricing Plans
Wealthfolio
Free
- Investment Tracking
- Net Worth Tracking
- AI Assistant
- Account Aggregation (manual import)
- Holdings Overview
- Performance Dashboard
- Income Tracking
- Account Performance
- Goals Tracking
- Contribution Limits
Wealthfolio Connect
Optional subscription
- Brokerage Sync (automatic import)
- Device Sync (E2E encrypted across devices)
- Household View (share selected portfolios)
About Wealthfolio
By Toolradar Team·
Wealthfolio is a beautiful, private, and open-source investment portfolio tracker designed to run locally on your devices. It allows users to track their investment portfolio composition, performance, and analytics, compare against benchmarks, and get a full picture of their net worth by including assets and liabilities. The platform emphasizes user control and privacy, with no account needed for its core functionality and the option to self-host.
It caters to individual investors who prioritize data privacy and want comprehensive control over their financial information. Wealthfolio helps users understand their portfolio with built-in AI assistance, monitor income from dividends and interest, set and track financial goals, and stay aware of contribution limits for tax-advantaged accounts. While the core application is local-first, an optional 'Connect' subscription offers brokerage synchronization and multi-device access with end-to-end encryption, providing convenience without compromising data ownership.
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Wealthfolio FAQ
What is Wealthfolio?
Wealthfolio is an open-source, offline, and private investment portfolio tracker that runs locally on your desktop, mobile, or self-hosted web server. It helps you track your investments, net worth, performance, and financial goals with a focus on data privacy and user control.
How much does Wealthfolio cost?
The core Wealthfolio application is free and open-source. The optional 'Connect' subscription, which provides brokerage sync and multi-device access, has three tiers: Essentials for $7.99/month ($6.58/month billed yearly), Duo for $12.99/month ($10.75/month billed yearly), and Plus for $24.99/month ($20.75/month billed yearly).
Is Wealthfolio free?
Yes, the core Wealthfolio application is free and open-source, allowing you to track your portfolio manually. There is an optional paid subscription called 'Connect' for features like automatic brokerage synchronization and end-to-end encrypted multi-device sync.
Who is Wealthfolio for?
Wealthfolio is for individual investors who want a private, secure, and comprehensive way to track their investment portfolios and overall net worth. It's particularly suited for those who value open-source software, data privacy, and control over their financial information, whether they prefer manual data entry or opt for automated brokerage syncing.
Source: wealthfolio.app