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Wealthfolio Documentation
Wealthfolio Documentation
Learn how to use Wealthfolio, the open-source desktop portfolio tracker.
Welcome to Wealthfolio, the simple, open-source desktop portfolio tracker that keeps your financial data safe on your computer. 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
Wealthfolio does not currently support integration with online brokers or aggregators. Data must be imported manually from CSV files or by manually entering transactions.
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