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Grow Wealth.
Keep Control.

A beautiful, private and open-source investing and personal finance app that runs locally on all your devices.

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Free No account required

9k+ GitHub stars

Track holdings, performance, allocation and income across your accounts. Watch a quick demo.

Your finances stay yours.

Keep your financial history on your devices, with software you can inspect and run yourself.

  • Private by default. Your financial history stays on your devices, rather than in a cloud account.

  • Open source. Inspect the code, follow development and contribute on GitHub.

  • No forced account. Start tracking right away. No sign-up or subscription required.

An ivory keepsake box with a brushed brass rim, a medallion bearing the Wealthfolio mark, and a keyhole

AI, built in.

Ask questions in plain English and get answers from your real numbers. Nothing leaves your device unless you choose a cloud model.

  • In the app. Ask about performance, income or allocation, and get answers from your own data.

  • In your AI tools. Connect Claude, ChatGPT, Cursor or any MCP-compatible agent to your portfolio, with access you can revoke.

  • Your choice of model. Run it locally with Ollama, LM Studio or any OpenAI-compatible server, or bring your own key for Anthropic, OpenAI, Google and more.

  • You decide what it sees. Choose which parts of your data each AI provider can access.

The AI assistant answering a question about this year's dividend income with an income summary and the top paying holdings

Free by default.
Automated when you need it.

Start with the free app. Turn on Connect when you want it to update itself.

The app

Wealthfolio

Free and open source. Add accounts by hand or import CSVs, and everything stays on your device.

In the app:

  • Investments and performance
  • Net worth and spending
  • Goals and retirement planning

No account or sign-up needed. On desktop and mobile, or self-hosted on your own server.

Optional service

Wealthfolio Connect

A subscription you turn on inside the app, when you want your data to update itself.

Adds to the app:

  • Automatic imports from your brokers
  • Encrypted sync across your devices
  • Shared household view

Plans from $2.99/month. Brokerage imports from $7.99, household sharing from $12.99.

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.

Desktop & mobile

Install the standalone Wealthfolio app on your devices. No server or account required.

Available for

  • macOS
  • Windows
  • Linux
  • iPhone
  • iPad
  • Android
Download Wealthfolio

Self-hosted

Deploy Wealthfolio on your own server and access it from your browser.

Self-hosting guide

Optional Wealthfolio Connect adds automation and device sync to either setup.

Your financial life,
under your control.

Download Wealthfolio and start building your financial picture.