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Wealthfolio Documentation
Wealthfolio Documentation
Get started with Wealthfolio — a private, open-source investment tracker and personal finance app that runs locally.
Last updated
New here? Start with the Quick Start: install, add an account, and see your first dashboard in a few minutes.
Four pillars
- Investments — holdings, performance, allocation, and income across every account.
- Net Worth — assets and liabilities in one place, tracked over time.
- Spending — categorize cash flow and set budgets.
- Planning — goals, retirement and FIRE, rebalancing, and contribution limits.
Use Wealthfolio your way
Standalone
Install Wealthfolio directly on your devices.
- macOS, Windows, and Linux
- iPhone and iPad (Android coming soon)
- No server or account required
Self-hosted
Run Wealthfolio in your browser, on a server you manage.
- Deploy with Docker
- Keep your data on your own infrastructure
- Access wherever your server is available
Wealthfolio 3.7 requires macOS 12+ and iOS/iPadOS 16+. Windows uses the evergreen WebView2 runtime; Linux installations should keep WebKitGTK updated.
Each version keeps its own local database — your data stays on your device (or your server, if self-hosted). To sync across devices with end-to-end encryption, or pull activities automatically from your broker, see Wealthfolio Connect.