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Wealthfolio Connect

Sync your portfolio.
Automate the updates.

An optional subscription for the Wealthfolio app. Your data stays local-first.

Sign up to Connect Compare plans

Essentials and up · 43+ institutions

Brokerage sync

Link your investment accounts. Activities and holdings flow straight into your local database. No more CSV imports.

From $7.99/mo How it works

Included in every plan

Device sync & backup

Keep your portfolio in sync across devices, with automatic cloud backups. All end-to-end encrypted.

From $2.99/mo How it works

Essentials and up

Sync your brokerage accounts

Connect a supported broker and let Wealthfolio keep itself up to date. Your data still lands in your local database.

Your Device Local database Wealthfolio Data stays here Connect Aggregators (e.g. SnapTrade) Brokerages Banks Crypto

Automatic updates

Accounts and transactions sync into your local database automatically.

Read-only connections

Connections are read-only. Wealthfolio never receives your broker login.

Certified aggregator

Connections run through SnapTrade, a SOC 2 Type II certified partner.

  • Fidelity US
  • Schwab
  • Interactive Brokers
  • Coinbase
  • Chase
  • Robinhood
  • Wealthsimple
  • E*Trade
  • Kraken
  • Vanguard US
  • Webull US
  • Trading212
  • DEGIRO
  • Empower
  • AJ Bell
  • Public

43+ institutions in the US, Canada, the UK, Europe, Australia, and India.

Find your broker

Stay in sync. Keep a backup.

Keep your portfolio in sync across devices and save encrypted cloud copies to recover later. Both are included with Basic and higher. Your data is encrypted before it leaves your device.

Encrypted Sync Desktop iOS Android Self-Host
End-to-end encrypted

End-to-end encrypted

Data is encrypted on your device before syncing. We never see it.

Keys stay with you

We never receive your plaintext encryption keys or backup recovery code.

All your devices

Desktop, mobile, and self-hosted setups.

Turn on cloud backup once from the device you want to back up, and save your recovery code. See how backups work.

Why Connect exists.

Wealthfolio launched local-first on purpose. Your data stays in a local database on your device.

"I love it. Now let me sync my broker." – The most common request since launch

Wealthfolio Connect is our answer. It keeps Wealthfolio local-first, and adds the convenience layer as an optional subscription. We partnered with SnapTrade, a SOC 2 Type II certified aggregator, for secure account connections.

Learn more | Supported brokers

Pricing

Every plan includes encrypted device sync and automatic encrypted cloud backups.

Basic

Private sync and backup

$2.99 /mo

Billed monthly

One person. End-to-end encrypted device sync and automatic encrypted cloud backups.

  • 1 person
  • End-to-end encrypted sync
  • Up to 6 devices
  • Desktop, mobile, and self-hosted
  • Automatic encrypted cloud backup
Start with Basic
Recommended

Essentials

For individual investors

$7.99 /mo

Billed monthly

One person. Link your investment accounts and keep every device in sync.

  • Everything in Basic
  • Up to 5 institution connections
  • Automatic brokerage sync
  • AI: Bring Your Own Key
  • Automatic encrypted cloud backup
Choose Essentials

Duo

For couples

$12.99 /mo

Billed monthly

Two people, one household view. Share only the accounts you choose.

  • Everything in Essentials
  • 2 people
  • Up to 12 institution connections
  • Shared household view
  • Automatic encrypted cloud backup
Choose Duo

Plus

Coming soon · $24.99 /mo

Wealthfolio already tracks your wealth. Plus helps you understand what matters. Briefs, news, earnings and analyst insights on your holdings, with an AI assistant that needs no API key. Information and analysis, not investment advice.

Every plan includes encrypted device sync. Essentials and up add automatic brokerage sync. See supported institutions

Honest about your data.

Your portfolio stays on your device. Sync and backup copies are end-to-end encrypted, so we can't read them, and brokerage data only passes through Connect on its way to you.

Broker sign-in goes through SnapTrade, a SOC 2 Type II provider. With OAuth you sign in on your broker's own site. Otherwise the credentials or API keys go straight to SnapTrade and are stored there encrypted, never by Wealthfolio.

A tablet in a champagne metal frame with a lock, showing a portfolio dashboard

What Connect stores

  • Encrypted aggregator connection tokens
  • Account IDs and sync preferences
  • Device info (name, platform) for sync
  • End-to-end encrypted sync data and opt-in cloud backups, both unreadable to us
  • Audit logs (actions only, no financial data)

What Connect never stores

  • Your broker login credentials
  • Readable copies of your portfolio database
  • Plaintext backup encryption keys
  • Your backup recovery code

What SnapTrade stores

  • Your broker login, only when your broker doesn't support OAuth, encrypted with AWS KMS
  • A cached copy of your holdings, balances and transactions, encrypted at rest, used to keep them in sync

SnapTrade is SOC 2 Type II certified and encrypts data in transit. Both are deleted when you disconnect the broker or close your Connect account.

Learn how it works · Supported brokers · SnapTrade security

Frequently asked questions

We partner with SnapTrade, a SOC 2 Type II certified aggregator. Popular supported brokerages include: Fidelity, Public, Robinhood, Webull, and E*Trade. Check their full supported brokerages list to see if your institution is available.

Your working portfolio stays in your local Wealthfolio database. Broker data passes through Connect to your device without being saved as a readable portfolio. If you enable device sync or cloud backup, Connect stores encrypted copies that only your devices or recovery code can open. We cannot read those copies. Our broker partner, SnapTrade, keeps a cached copy of the account data it retrieves to keep your connection in sync, until you disconnect the broker or close your account.

Cloud backups are included with Basic and higher and are off until you turn them on. On the device or server that should run backups, open Settings → Backup & Export in the profile you want to protect, save your recovery code, and turn backups on. That device or server becomes the backup source for your Connect account. It saves a complete encrypted copy in the cloud when a backup is due, about once a day. On desktop and mobile, Wealthfolio must be open and online with that profile unlocked; a self-hosted server only needs to be running. Keep up to 30 restore points. Follow the backup and recovery guide for setup and platform details.

Device sync keeps your current portfolio in sync across linked devices. Cloud backup saves earlier copies so you can recover after losing a device or making a mistake. You can enable backups without linking another device. Backups come from one source, so changes made on other devices are included only after device sync brings them to it.

Not separately. Each Connect account has one backup source: one profile on one device or server. If you turn on backups from another device, it becomes the source; the previous one stops backing up, and its earlier restore points stay in the same list. Without device sync, data that exists only on other devices is not backed up. To back up another profile, sign it in to its own Connect account, such as another person's in a household plan.

Yes, if you have a saved backup and access to its key. A linked device with backup access can help you regain access; otherwise, use the recovery code you saved during setup. Keep it outside Wealthfolio. If no accessible device has backup access and you lose the code, we cannot open your backups for you. Cloud restore is available on desktop, or through an offline command for a self-hosted server. Mobile can create and download backups, but cannot restore a cloud backup yet.

Straight to our aggregator partner (SnapTrade), never to Wealthfolio. SnapTrade is SOC 2 Type II certified and holds the secure connection to your broker so your accounts can stay in sync. We only keep an encrypted token to trigger the sync, and never see your login.

No. Wealthfolio works without it, including manual backups and exports. Connect is an optional subscription for broker sync, encrypted device sync, automatic encrypted cloud backups, and enhanced data features.

It is professional-grade licensed pricing and history. With the free app you can use Yahoo Finance or other providers with your own APIs Keys (BYOK). Plus includes licensed data.

Share selected accounts with your household and see combined totals. Anything you do not share stays private.

Your local portfolio, local backups, and downloaded backup files stay with you. If you cancel renewal, paid features continue until your subscription ends. New cloud backups then stop, and existing cloud copies remain available to download for 30 days before deletion. Download any copies you want to keep before that recovery period ends. Pausing backups does not cancel your subscription. Saved copies still follow the retention policy; your latest backup is kept while your subscription is active.

The privacy section explains data flow and what we store. Visit Learn More for a detailed explanation of how Connect works.

Ready to get started?

Create your account to sync your devices and link your investment accounts.

Sign up to Wealthfolio Connect Or keep using Wealthfolio with manual import