Grow Wealth.
Keep Control.
A beautiful, private and open-source investment tracker that runs locally on all your devices.
Loved by the open-source community
Your wealth,
your rules
Wealthfolio works locally on your desktop, mobile, or self-hosted web server. No account needed. Connect is an optional subscription for brokerage sync and multi-device access.
Runs entirely on your devices
Inspect, fork, run your way
No limits on portfolios
Features
Everything you need to track your wealth
Investment Tracking
Track portfolio composition, performance, and analytics. Compare against benchmarks and see how your investments are really doing.
Net Worth Tracking
Get the full picture with assets and liabilities. Track your complete financial health in one place.
AI Assistant
Built-in AI to help you understand your portfolio, answer questions, and surface insights from your data.
Highlights
Your calm place to build wealth.
See everything. Move with intent.
Account Aggregation
All your brokers and banks in one view. Import CSV statements from anywhere.
Holdings Overview
See exactly what you own across stocks, ETFs, and crypto.
Performance Dashboard
Compare accounts and benchmark against the S&P 500 or any ETF.
Income Tracking
Track dividends and interest income across your entire portfolio.
Account Performance
Drill into any account to see holdings and historical performance.
Goals Tracking
Set savings targets and track progress toward each goal.
Contribution Limits
Stay on top of IRA, 401(k), and TFSA contribution room.
Less manual work with
Wealthfolio Connect
Connect syncs your brokerages and keeps your Wealthfolio database in sync across devices.
Brokerage Sync
Automatically import accounts and transactions
Device Sync
E2E encrypted sync across all devices
Household View
Share selected portfolios with family
Extend with
powerful add-ons
Investment Fees Tracker
Track and analyze investment fees across your portfolio with detailed analytics and insights
Goal Progress Tracker
Track your investment progress towards target amounts with a visual representation
Stock Trading Tracker
Simple swing stock trading tracker with performance analytics and calendar views