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Grow Your Wealth. Keep Your Data Local.

Elegant on-device portfolio tracker. Open-source and local-first, Wealthfolio gives you real-time clarity while your data never leaves your machine.

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

WHY CHOOSE WEALTHFOLIO?

A beautiful portfolio tracker that respects your privacy and your data

1

Privacy-First Approach

Your data never leaves your device. As an open-source project, we prioritize security and transparency.

2

Simple and Beautifully Crafted

Powerful features wrapped in an elegant, easy-to-use interface. Simplicity meets sophistication.

3

No Hidden Costs

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

THE ESSENTIALS YOU NEED TO TRACK YOUR WEALTH

No More Messy Spreadsheets or Privacy Concerns - Just You and Your Secure, Personal Wealth Companion Application

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.

See all your accounts in one place.

Easily import your CSV statements.

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.

Understand your asset allocation.

Monitor how your investments are doing.

Holdings Overview

Performance Dashboard

See how your investments stack up, all in one place. Compare your accounts side by side, check if you are beating the S&P 500, and track your favorite ETFs without the hassle. No fancy jargon - just clear, useful charts that help you understand how your money is really doing.

See which accounts are doing best.

Check how you stack up against some popular indexes and ETFs.

Performance Dashboard

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.

Track your dividend income.

Keep an eye on interest earnings.

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.

View past performance trends.

Analyze individual account performance.

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.

Define your financial goals.

Track your progress towards goals.

Goals Tracking

Contribution Rooms and Limit Tracking

Stay on top of your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. Track your available contribution room and avoid over-contributing.

Know your contribution limits.

Prevent excess contributions.

Contribution Rooms and Limit Tracking