Wealthfolio AI Assistant
Coming SoonWealthfolio AI Assistant brings conversational intelligence to your investments. Connect a local LLM (Ollama, LM Studio) for on-device processing, or plug in your own API key for cloud providers like OpenAI, Google or Anthropic. Get on-demand answers, analytics, and tailored insights about your holdings right inside Wealthfolio
Latest Release Notes
Initial Wealthfolio AI Assistant capabilities including Chat with your portfolio and assist with activities creation
0About This Addon
Wealthfolio AI Assistant brings conversational intelligence to your investments. Connect a local LLM (Ollama, LM Studio) for on-device processing, or plug in your own API key for cloud providers like OpenAI, Google or Anthropic. Get on-demand answers, analytics, and tailored insights about your holdings right inside Wealthfolio
Installation
How to Install
- 1
Open Wealthfolio and navigate to
Settings → Addons - 2
Click
Browse Add-onsto open the marketplace - 3
Search for
Wealthfolio AI Assistantand clickInstall - 4
Review the data access permissions and confirm installation
- 5
The addon will be automatically activated and ready to use
Secure Installation
Addons can only be installed from within Wealthfolio for security and compatibility.