Beautiful, Simple, and Secure Investment Tracking

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.

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

Why Choose Wealthfolio?

Privacy-First Approach

Your financial data stays on your computer, never shared or stored in the cloud.

Simple Yet Powerful

Easy-to-use interface with all the features you need for effective wealth management.

No Hidden Costs

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

The Essentials You Need to Track Your Wealth

Forget juggling spreadsheets or compromising privacy with online apps. Choose Wealthfolio's simple, secure approach to manage your finances.

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.

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.

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.

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.

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.

Goals Tracking