Wealthfolio Connect
Sync your portfolio.
Automate the updates.
An optional subscription for the Wealthfolio app. Your data stays local-first.
Included in every plan
Device sync
Your portfolio on every device, end-to-end encrypted. Desktop, mobile, and self-hosted.
Essentials and up · 42+ institutions
Brokerage sync
Link your investment accounts. Activities and holdings flow straight into your local database. No more CSV imports.
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.
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.
Sync across devices
Keep your Wealthfolio database in sync across all your devices with true end-to-end encryption. Your data is encrypted before it leaves your device.
End-to-end encrypted
Data is encrypted on your device before syncing. We never see it.
Keys stay with you
Encryption keys never leave your devices.
All your devices
Desktop, mobile, and self-hosted setups.
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.
Honest about your data
Connect is a bridge, not a vault. Three parties are involved, and here is exactly who touches what.
Where your broker login and data live
When you link a broker, authentication is handled through our aggregator partner (SnapTrade). With OAuth, you sign in on the brokerage website and your credentials stay there. When OAuth is unavailable, the required credentials or API keys go directly to SnapTrade over an encrypted connection and are stored there encrypted—never by Wealthfolio. SnapTrade is a SOC 2 Type II certified provider. It maintains the connection and processes the account data the broker returns. Connect only receives that data to pass it through to your device, and the web portal displays it live from their API. We never receive your login or persistently store your financial data.
What Wealthfolio Connect stores
- Encrypted aggregator connection tokens
- Account IDs and sync preferences
- Device info (name, platform) for sync
- E2E encrypted sync data (unreadable to us)
- Audit logs (actions only, no financial data)
What Wealthfolio Connect never stores
- Your broker login credentials
- Transaction history
- Holdings or positions
- Account balances
- Performance or analytics data
Pricing
AI runs on your local data. Connect does not store your portfolio.
Basic
Private sync on every device
Billed monthly $35.88 $29
billed yearly
One person. Your Wealthfolio data, end-to-end encrypted and synced across devices.
- 1 person
- End-to-end encrypted sync
- Up to 6 devices
- Desktop, mobile, and self-hosted
Essentials
For individual investors
Billed monthly $95.88 $79
billed yearly
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
Duo
For couples
Billed monthly $155.88 $129
billed yearly
Two people, one household view. Share only the accounts you choose.
- Everything in Essentials
- 2 people
- Up to 12 institution connections
- Shared household view
Plus
Portfolio Intelligence
Wealthfolio already tracks your wealth. Plus helps you understand what matters.
Billed monthly $299.88 $249
billed yearly
- Personalized Portfolio Briefs
- News and events relevant to your holdings
- Earnings, fundamentals, and dividend insights
- Analyst estimates and earnings-call summaries
- AI portfolio assistant — no API key required
- Licensed market intelligence
- Everything in Duo
Private by design: your portfolio stays under your control. Plus provides information and analysis—not investment advice.
Every plan includes encrypted device sync. Essentials and up add automatic brokerage sync. See supported institutions
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Frequently asked questions
Ready to get started?
Create your account to sync your devices and link your investment accounts.