Wealthfolio Documentation
Learn how to use Wealthfolio, the open-source desktop portfolio tracker.
Introduction
Welcome to Wealthfolio, the simple, open-source portfolio tracker that keeps your financial data safe. Wealthfolio is designed to provide you with straightforward tools to manage and grow your wealth, without the need for subscriptions, cloud storage, or complex spreadsheets.
With Wealthfolio, you can:
- Track your investments across multiple accounts and asset types
- Keep your financial data private and secure on your local machine
- Enjoy a user-friendly interface with powerful portfolio management features
- Set and monitor financial goals to stay on track with your wealth-building journey
- Track investment income, including dividends and interest, for a comprehensive view of your returns
- Track performance and benchmark it against market indices
- Track contribution limits for tax-advantaged accounts
Available Platforms
Wealthfolio is available in three forms, giving you flexibility in how you access your portfolio:
Desktop
A fully local, optimized experience designed for your desktop.
- macOS: Apple Silicon & Intel
- Windows: x64 & ARM64
- Linux: AppImage (x64 & ARM64)
Mobile
Carry your full Wealthfolio experience everywhere with a touch-first layout.
- iOS: iPhone & iPad
- Android: Coming Soon
Self-Hosted Web
Run the web app on your own infrastructure using Docker, then connect from any browser while keeping data on your server.
- Docker: Compose templates & CLI-friendly deployments
- Access: Browser-based experience from anywhere
Local & Autonomous: Each version of Wealthfolio operates with its own local, autonomous database. Your data stays on your device (or your server for self-hosted).
Sync Coming Soon: We are working on a secure synchronization feature to keep your data consistent across all your devices.
Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported from CSV files or by manually entering transactions.
On This Page