Wealthfolio
Claim this toolOpen-source, offline, and private investment tracker for desktop, mobile, and web.
Visit WebsiteFreemiumVisit Website
Tracked since2026
0 reviews trackedThe Bottom Line
Entry price
Free plan available, paid tiers above
Biggest pro
Open-source and auditable code
Biggest con
Brokerage sync and multi-device access require a paid subscription
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
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
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
Pricing checked Jul 12, 2026
Wealthfolio
Free
- Investment Tracking
- Net Worth Tracking
- AI Assistant
- Account Aggregation (manual import)
- Holdings Overview
- Performance Dashboard
- Income Tracking
- Account Performance
Wealthfolio Connect
Optional subscription
- Brokerage Sync (automatic import)
- Device Sync (E2E encrypted across devices)
- Household View (share selected portfolios)
Reviews
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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