Product ·
AI in Wealthfolio
Ask questions about your portfolio, review suggested spending categories, or connect your own AI agent through MCP. How AI works in Wealthfolio, what it can change, and where your data goes.
Read the storyThe Wealthfolio blog.
Thoughts on product, technology, and software engineering
Featured
Releases ·
Goals and Retirement Simulation, Now in Wealthfolio
A new save-up simulator for everyday goals and a retirement & FIRE simulator. A step toward Wealthfolio being your wealth companion, not just a tracker.
Releases ·
Introducing Wealthfolio Add-ons
Opening Wealthfolio to add-ons: a safe, scoped way to build and share custom features while the core stays fast, private, and uncluttered.
General ·
Wealthfolio Manifesto
Why I Built a Privacy-First Investment Tracker.
Latest
Engineering ·
Encrypting Wealthfolio: Keys, Backups, and Recovery
What it takes to encrypt a local SQLite database without making it harder to own your data. The keys, backups, temporary files, and recovery work behind a simple setting.
Engineering ·
Bring Your Own Price Feed
Wealthfolio lets you point it at any URL that returns a price and describe how to read it, so the mutual funds and regional listings the big providers ignore still get tracked. No code, no waiting for an integration.
Releases ·
Spending and Budgets, Now in Wealthfolio
A complete new way to see your cash flow, right alongside your investments. Auto-categorize transactions, build budgets that fit you, mark life events, and read narrative insights, all local-first.
Engineering ·
Local-first and the SQLite Bet
Why Wealthfolio's portfolio lives in a SQLite file on your machine instead of a cloud database, and what that decision cost us to make work.
Concepts ·
TWR vs MWR: Understanding Your Portfolio Returns
Time-weighted and money-weighted returns answer different questions. A worked example, how Wealthfolio calculates TWR and XIRR, and what to check when the numbers disagree.
General ·
On Losing the Thread
The hardest thing about building an open source app is staying connected to your own work. A reflection on how maker becomes maintainer, and why protecting the space to build from a personal place matters.
General ·
How I Built an Open Source App That Went Viral
In September 2024, my side project Wealthfolio, a simple, open-source desktop investment tracker I built over the summer, unexpectedly went viral, reaching the front page of Hacker News and GitHub's trending list. Here's how this small and elegant app captured the attention of thousands.