Wealthfolio
Track your investments privately with an open-source wealth management tool
About Wealthfolio
Wealthfolio is a private, open-source investment tracker that runs locally on your devices. Manage portfolios, track net worth, and gain insights with optional AI assistance. No account required for basic use, with Connect available for brokerage sync and multi-device access.
FAQ
Wealthfolio runs on desktop (macOS, Windows, Linux), iOS, and self-hosted web. Each platform operates with its own local database. To keep your data in sync across devices, subscribe to Wealthfolio Connect, which provides end-to-end encrypted sync.
All your financial data is stored locally in an SQLite database. Wealthfolio is local-first, your data stays on your device unless you opt into Connect for encrypted sync.
Yes! With Wealthfolio Connect, you can automatically sync your brokerage accounts. We’ve partnered with SnapTrade to securely connect to your broker and import transactions automatically. Popular supported brokerages include Fidelity, Public, Robinhood, Webull, and E*Trade.
No, Wealthfolio does not track your usage or collect any data. Your financial data is stored locally on your computer and is not shared with anyone.
Yes, Wealthfolio can fetch current market prices for stocks and many other assets. You can also manually update prices if you prefer.
Absolutely! You can track a wide range of cryptocurrencies alongside traditional investments like stocks and bonds.
Wealthfolio supports importing data in CSV format. Check our User Guide for detailed instructions on how to format your data for import.
You can find the application log files at the following locations: Windows: %LOCALAPPDATA%\com.teymz.wealthfolio\logs, macOS: ~/Library/Logs/com.teymz.wealthfolio, Linux: ~/.local/share/com.teymz.wealthfolio/logs.
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