Docs
Why Wealthfolio
Why Wealthfolio
What you can do with this open-source desktop portfolio tracker.
Wealthfolio is a local-first investment tracker—no SaaS, no lock-in.
- Track positions across brokerage, cash, and crypto accounts
- Keep every byte of data on your own machine (SQLite)
- Visual dashboards for value, allocation, income, and goals
- CSV import/export built in—no spreadsheet gymnastics
- 100 % open source,
Broker sync available via Connect. Otherwise, add data manually or via CSV.