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