All Features
Everything you need to
track your wealth
Wealthfolio gives you a complete picture of your finances. Import statements, track performance, monitor income, and keep everything private — all on your device.
Investments Tracking
Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your CSV statements from your broker or bank.
Comprehensive View
See all your accounts in one place.
CSV Import
Easily import your CSV statements.
Net Worth Tracking
Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your full financial picture.
Complete Financial Picture
Track all your assets and liabilities.
Net Worth Over Time
See how your wealth is growing.
AI Assistant
Built-in AI to help you understand your portfolio, answer questions, and surface insights from your data. Bring your own API key or use local models.
Ask Questions
Chat with your portfolio in plain English.
Smart Insights
Get AI-powered analysis of your holdings.
Portfolio Insights
Get a clear picture of your portfolio composition. Understand your asset allocation, sector exposure, and geographic distribution across all your holdings.
Asset Allocation
See how your investments are distributed.
Sector & Region Analysis
Understand your exposure across sectors and regions.
Performance Dashboard
See how your investments stack up, all in one place. Compare your accounts side by side, check if you are beating the S&P 500, and track your favorite ETFs without the hassle. No fancy jargon - just clear, useful charts that help you understand how your money is really doing.
Compare Your Accounts
See which accounts are doing best.
Beat the Market?
Check how you stack up against some popular indexes and ETFs.
Income Tracking
Monitor dividends and interest income across your entire portfolio. Get a clear view of your passive income streams, helping you make informed decisions about your investments.
Dividend Monitoring
Track your dividend income.
Interest Income
Keep an eye on interest earnings.
Accounts Performance
Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.
Historical Data
View past performance trends.
Account Analysis
Analyze individual account performance.
Goals Tracking
Set your savings targets clearly. Distribute your funds across these objectives, assigning a specific percentage to each. Keep an eye on your progress.
Target Setting
Define your financial goals.
Progress Monitoring
Track your progress towards goals.
Contribution Rooms and Limit Tracking
Stay on top of your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. Track your available contribution room and avoid over-contributing.
Limit Awareness
Know your contribution limits.
Avoid Over-Contribution
Prevent excess contributions.
