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Beautiful, Simple, and Secure Investment Tracker

Wealthfolio is a simple, open-source desktop portfolio tracker that keeps your financial data safe on your computer. No subscriptions, no cloud storage, and no spreadsheets—just straightforward tools to manage and grow your wealth.

Wealthfolio home dashboard showing portfolio market value, history chart and accounts performance

Why Choose Wealthfolio?

An app that respects your privacy and your data

Privacy-First Approach

Your data never leaves your device. As an open-source project, we prioritize security and transparency.

Privacy-First Approach

Simple and Beautifully Crafted

Powerful features wrapped in an elegant, easy-to-use interface. Simplicity meets sophistication.

Simple and Beautifully Crafted

No Hidden Costs

Free to use with optional one-time payment. No subscriptions or recurring fees.

No Hidden Costs

The Essentials You Need to Track Your Wealth.

No more messy spreadsheets or privacy concerns - just you and your secure, personal wealth companion App.

Accounts Aggregation

Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your CSV statements from your broker or bank.

Comprehensive View
See all your accounts in one place.
CSV Import
Easily import your CSV statements.
Accounts Aggregation

Holdings Overview

Get a clear picture of what's in your portfolio. Stocks, ETFs, or Cryptocurrencies - know what you have and how it's performing.

Portfolio Insights
Understand your asset allocation.
Performance Tracking
Monitor how your investments are doing.
Holdings Overview

Income Tracking

Monitor dividends and interest income across your entire portfolio. Get a clear view of your passive income streams, helping you make informed decisions about your investments.

Dividend Monitoring
Track your dividend income.
Interest Income
Keep an eye on interest earnings.
Income Tracking

Accounts Performance

Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.

Historical Data
View past performance trends.
Account Analysis
Analyze individual account performance.
Accounts Performance

Goals Tracking

Set your savings targets clearly. Distribute your funds across these objectives, assigning a specific percentage to each. Keep an eye on your progress.

Target Setting
Define your financial goals.
Progress Monitoring
Track your progress towards goals.
Goals Tracking

Contribution Rooms and Limit Tracking

Stay on top of your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. Track your available contribution room and avoid over-contributing.

Limit Awareness
Know your contribution limits.
Avoid Over-Contribution
Prevent excess contributions.
Contribution Rooms and Limit Tracking