Grow Wealth.
Keep Control.
A beautiful, private and open-source investing and personal finance app that runs locally on all your devices.
Free and open source No account required
Track holdings, performance, allocation and income across your accounts.
Explore
Explore Wealthfolio
Go deeper into the tools that help you understand, organize and plan your finances.
Investments
Performance Dashboard
Compare accounts and benchmark against the S&P 500 or any ETF.
Investments
Investments Tracking
All your brokers and banks in one view. Import CSV statements from anywhere.
Net worth
Net Worth Tracking
Track all your assets and liabilities to see your complete financial picture.
Spending
Spending & Budgets
Track cash flow, auto-categorize transactions, and build budgets that fit you.
Planning
Retirement & FIRE Planner
Year-by-year simulation with a Monte Carlo Risk Lab and FIRE mode.
Planning
Goals & Save-Up Planner
Project savings to target with a milestone glide path and on-track status.
Investments
Allocation Targets & Rebalance
Set target weights, see your drift, and get a clear rebalance plan.
Investments
Income Tracking
Track dividends and interest income across your entire portfolio.
Investments
Portfolio Insights
Understand your asset allocation, sector exposure, and geographic distribution.
Planning
Contribution Limits
Stay on top of IRA, 401(k), and TFSA contribution room.
Automation
AI Assistant
Ask questions about your portfolio and get AI-powered insights.
1 / 11
Your finances stay yours.
Wealthfolio runs locally, works without an account and keeps your financial history under your control.
Private by default
Your financial history stays on your devices instead of becoming dependent on another cloud platform.
Open source
The code is available to inspect, contribute to and run on infrastructure you control.
No forced account
Start using Wealthfolio without creating an account or committing to a subscription.
Your device
Wealthfolio app
Local database
Accounts, transactions and history are stored right here, on this device.
Wealthfolio Connect
An optional paid service that automatically syncs your brokers and your devices.
Free by default.
Automated when you need it.
The Wealthfolio app is free and fully usable. Connect is an optional service for brokerage automation, encrypted device sync and household sharing.
Free and open source
Wealthfolio
Track and plan your finances manually without an account or subscription.
- Manual accounts and transactions
- CSV imports
- Investment tracking and performance
- Net worth and spending
- Goals and retirement planning
- Local data ownership
- Standalone and self-hosted options
Optional subscription
Wealthfolio Connect
Add automation when manually maintaining your financial data no longer makes sense.
- Automatic brokerage imports
- Encrypted device sync
- Household sharing
- Background updates
- Connection management
Connect syncs your brokerages and keeps your Wealthfolio database in sync across devices.
Choose how you run Wealthfolio.
Install it directly on your devices or host it on infrastructure you control. Your data remains under your control either way.
Standalone
Install Wealthfolio directly on your devices. No server or account is required.
Available for
- macOS
- Windows
- Linux
- iPhone
- iPad
Self-hosted
Run Wealthfolio on your own infrastructure and access it through a web browser.
What you get
- Docker deployment
- Browser access
- Infrastructure under your control
- Suitable for an always-available personal instance
Connect is not a third option. It adds automation and synchronization on top of a standalone or self-hosted Wealthfolio setup.
Make it yours.
Inspect the code, host it yourself and extend Wealthfolio around the way you manage money.
Open-source code
Inspect the implementation, follow development and contribute through GitHub.
Add-ons
Extend Wealthfolio with integrations and workflows that fit your needs.
Custom price feeds
Bring pricing data for assets and markets not covered by the default providers.
AI and MCP
Use supported AI and agent integrations while keeping financial context close to your data.
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
Your financial life,
under your control.
Start for free. Keep your data local. Add automation only when it helps.
Free and open source No account required
Built in the open,
shaped by its users.
Open-source repo
Repository of the day
Show HN launch
Active community