Beautiful, Simple, and Secure Investment Tracker
Wealthfolio is a simple, open-source desktop portfolio tracker that keeps your financial data safe on your computer. No subscriptions, no cloud storage, and no spreadsheets—just straightforward tools to manage and grow your wealth.
Why Choose Wealthfolio?
An app that respects your privacy and your data
Privacy-First Approach
Your data never leaves your device. As an open-source project, we prioritize security and transparency.
Simple and Beautifully Crafted
Powerful features wrapped in an elegant, easy-to-use interface. Simplicity meets sophistication.
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 App.
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.
- Comprehensive View
- See all your accounts in one place.
- CSV Import
- Easily import your CSV statements.
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.
- Portfolio Insights
- Understand your asset allocation.
- Performance Tracking
- Monitor how your investments are doing.
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.
- Compare Your Accounts
- See which accounts are doing best.
- Beat the Market?
- Check how you stack up against some popular indexes and ETFs.
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.
- Dividend Monitoring
- Track your dividend income.
- Interest Income
- Keep an eye on interest earnings.
Accounts Performance
Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.
- Historical Data
- View past performance trends.
- Account Analysis
- Analyze individual account 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.
- Target Setting
- Define your financial goals.
- Progress Monitoring
- Track your progress towards goals.
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.
- Limit Awareness
- Know your contribution limits.
- Avoid Over-Contribution
- Prevent excess contributions.
