Wealthfolio
Claim this toolOpen-source, offline, and private investment tracker for desktop, mobile, and web.
Free plan available Visit Website Freemium Visit Website
Tracked since 2026
The Bottom Line
- Price
- Free plan available. Compare plans
Key facts
- 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.
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
What is Wealthfolio?
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.
Available on: Web
Data compiled by Toolradar Pricing checked · How we evaluate
Source wealthfolio.app Preview
Key Features
- Investment Tracking
- Net Worth Tracking
- AI Assistant for portfolio insights
- Account Aggregation (manual CSV or optional brokerage sync)
- Performance Dashboard with benchmarking
- Income Tracking (dividends, interest)
- Goals Tracking
- Contribution Limits Tracking (IRA, 401(k), TFSA)
Pricing Plans
Pricing checked Oct 2, 2026. Source: wealthfolio.app, read Oct 2, 2026
| Plan | Price | Details |
|---|---|---|
| Wealthfolio | Free |
+7 more Show less
|
| Wealthfolio Connect | Optional subscription |
|
Is Wealthfolio worth the price?
Good value
The Wealthfolio free tier is incredibly generous, offering a comprehensive suite of features for an investment tracker.
Wealthfolio by the numbers
| Metric | Wealthfolio | Peer median | Position (1 is best) |
|---|---|---|---|
| Free plan | Yes | 64% have one | n/a |
| Listed as an alternative to | 2 tools | 1 | #28 of 67 (joint) |
Listed as an alternative to: #27 on 2026-10-16 to #28 on 2026-11-02 (rank among 67 tools, 1 is best).
Each position is counted among the tools that have data for that row, as noted under it. All Personal Finance data · How we compute this. Advertising and placement fees are not inputs to any position.
Cite this: Toolradar, “Wealthfolio by the numbers”, Nov 2026.
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Wealthfolio FAQ
How does Wealthfolio ensure data privacy for its users?
Wealthfolio prioritizes user privacy by operating as an open-source application that stores data locally on your devices. Its core functionality does not require an account, giving users full control over their financial information.
Which teams or individuals would benefit most from Wealthfolio?
Wealthfolio is best suited for individual investors who value data privacy and desire comprehensive control over their financial information. It caters to those who want to track their investment portfolio, net worth, and financial goals with detailed analytics.
How is Wealthfolio priced?
Wealthfolio is available on a free tier, which provides its core functionality. Paid plans are offered for additional usage and features, such as brokerage synchronization and multi-device access through the 'Connect' subscription.
Can Wealthfolio help users understand their investment portfolio's performance?
Yes, Wealthfolio allows users to track their investment portfolio composition, performance, and analytics. It also enables comparison against benchmarks and provides a full picture of net worth by including both assets and liabilities.
What kind of limitations should users be aware of with Wealthfolio?
Brokerage synchronization and multi-device access require a paid 'Connect' subscription. Without 'Connect', users must manually import data for core functionality, and advanced features like AI assistance or licensed market data are part of higher-tier plans or require user-provided keys.
How does Wealthfolio compare to Microsoft Excel for investment tracking?
Unlike Microsoft Excel, Wealthfolio is specifically designed for investment portfolio tracking, offering built-in features for performance analysis, net worth calculation, and goal setting. It also emphasizes user privacy with local data storage and optional end-to-end encrypted multi-device sync, which Excel does not natively provide for financial data.
Source: wealthfolio.app