General Questions

Can I use Wealthfolio on multiple devices?

Wealthfolio is a desktop application, so it’s designed to be used on a single computer. However, you can export your data and import it on another device if needed.

What symbols and stock markets are supported?

Wealthfolio uses Universal Symbol objects, which can be identified by either a ticker or a Universal Symbol ID. When you input a ticker, the system returns the first matching result. We primarily adhere to the Yahoo Finance ticker format for consistency and accuracy.

Here are some examples to illustrate the ticker format:

For stocks traded on the Toronto Stock Exchange (TSX), append .TO to the ticker. For instance, RY.TO for Royal Bank of Canada.
For stocks traded on the London Stock Exchange (LSE), use .L at the end. For example, HSBA.L for HSBC Holdings.
Stocks traded on NASDAQ or NYSE typically don’t require a suffix. For example, AAPL for Apple Inc.

To ensure the most accurate results, always use the ticker with the appropriate suffix for the exchange where the security is traded. For comprehensive information about market coverage and potential data delays, please consult the Yahoo Finance Market Coverage documentation.

Data and Security

Where is my data stored?

All your financial data is stored locally in an SQLite database on your computer. Wealthfolio does not use cloud storage or send your data to any servers. Database file is located at:

on Windows, your data is stored in %APPDATA%\Wealthfolio (usually C:\Users\<Your Username>\AppData\Roaming\com.teymz.wealthfolio)
on macOS, your data is stored in ~/Library/Application Support/com.teymz.wealthfolio/
on Linux, your data is stored in ~/.local/share/com.teymz.wealthfolio/

You can also export your data as a CSV or JSON file, which can be imported into other financial software.

Does Wealthfolio track my usage or collect any data?

No, Wealthfolio does not track your usage or collect any data. Your financial data is stored locally on your computer and is not shared with anyone. The only interaction with external services our application has are:

Market Data: Information related to stock prices, which is fetched from Market data Providers.
Updater Data: Information related to checking for new versions and downloading updates to the application.

Features and Usage

Can Wealthfolio automatically update stock prices?

Yes, Wealthfolio can fetch current market prices for stocks and many other assets. You can also manually update prices if you prefer.

Does Wealthfolio support cryptocurrency tracking?

Absolutely! You can track a wide range of cryptocurrencies alongside traditional investments like stocks and bonds.

Can I import data from other financial software or spreadsheets?

Wealthfolio supports importing data in CSV format. Check our User Guide for detailed instructions on how to format your data for import.

Troubleshooting

My portfolio is not updating. What can I do?

Try the following:

Ensure you’re running the latest version of Wealthfolio.
Restart the application.
Check your internet connection.
Try triggering a manual update by clicking on the “Update Portfolio” button when you hover over the portfolio total value in the home page.

I’m getting errors when importing data. What can I do?

If you’re getting errors when importing data, please check the following:

Ensure the first row of your csv file is the column headers and not data.
Ensure your data is in the correct CSV format (comma-separated values, no quotes or other special characters that could break the import).
Make sure to correctly map your CSV columns, activityType, and Unknown stock ticker symbols.
Check the stock symbols are valid ones. You can look them up on Yahoo Finance or any other stock screener.
Check for any hidden characters or formatting issues in your data file.

Getting Started

Documentation

Wealthfolio FAQ