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Wealthfolio Connect

Sync your brokerage accounts. Data stays on your device.

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

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

Automation without giving up control

Automatic Brokerage sync

Sync accounts and transactions into your local Wealthfolio database automatically.

Shared household view

Share selected accounts with your household and see an aggregated view. You choose what is shared.

Device sync

Keep your Wealthfolio database in sync across devices with end-to-end encryption.

Plus upgrades

Licensed market data and an AI provider included. Less setup, more consistency.

Plus Only

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.

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

Encryption keys never leave your devices.

All your devices

Desktop, mobile, and self-hosted setups.

Built for privacy

Connect is a bridge between financial aggregators and your local database. Your portfolio stays on your device.

What we store

  • Encrypted aggregators 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 we never store

  • Your login credentials
  • Transaction history
  • Holdings or positions
  • Account balances
  • Performance or analytics data
Learn how it works · Supported brokers

Pricing

AI runs on your local data. Connect does not store your portfolio.

Essentials

For individual investors

$7.99 /mo

One person. Sync accounts and keep your data in sync across devices.

  • 1 person
  • Up to 5 institution connections
  • Automatic daily sync
  • Market data: Bring Your Own Key
  • AI: Bring Your Own Key
Join waitlist

Duo

For couples

$12.99 /mo

Shared household view, plus device sync. Share only what you choose.

  • 2 people
  • Up to 12 institution connections
  • Shared household view
  • Market data: Bring Your Own Key
  • AI: Bring Your Own Key
Join waitlist

Plus

All-inclusive

$24.99 /mo

Everything included. No API keys needed.

  • 2 people
  • Unlimited institution connections
  • Shared household view
  • Licensed market data
  • AI provider included
Join waitlist

All plans include automatic daily sync and connection management. See supported institutions

Frequently asked questions

Get notified at launch

Join the waitlist and be first to sync your accounts.

Or keep using Wealthfolio with manual import