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
Highlights
Your calm place to build wealth.
See everything. Move with intent.
Investments Tracking
All your brokers and banks in one view. Import CSV statements from anywhere.
Net Worth Tracking
Track all your assets and liabilities to see your complete financial picture.
AI Assistant
Ask questions about your portfolio and get AI-powered insights.
Portfolio Insights
Understand your asset allocation, sector exposure, and geographic distribution.
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
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