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
Bring your investment and savings accounts into one view. Track holdings across brokers and banks, and import transactions from CSV statements.
Comprehensive View
See all your accounts in one place.
CSV Import
Easily import your CSV statements.
Net Worth Tracking
See your full financial picture, from investments and cash to property and liabilities. Track how your net worth changes over time.
Complete Financial Picture
Track all your assets and liabilities.
Net Worth Over Time
See how your wealth is growing.
Spending & Budgets
See where your money goes alongside your investments. Categorize transactions, set budgets, and explore spending insights across currencies and credit cards.
Auto-Categorization
Set rules once, or let AI suggest categories for the rest.
Budgets & Insights
Monthly targets, rollovers, and narrative spending insights.
Allocation Targets & Rebalance
Set your target allocation, see where holdings have drifted, and get a plan for what to buy or sell. Export your plan to CSV or copy it as text.
See Your Drift
Instantly view how far each holding strays from target.
Rebalance Plan
Buy/sell suggestions from new cash, sells, or a smart mix.
AI Assistant
Ask questions about your portfolio, import transactions, and get help categorizing your data. Use your own API key or connect a local model.
Ask Questions
Chat with your portfolio in plain English.
Smart Insights
Get AI-powered analysis of your holdings.
Portfolio Insights
Understand how your portfolio is spread across asset types, sectors, and regions. See your exposure across all your holdings in one place.
Asset Allocation
See how your investments are distributed.
Sector & Region Analysis
Understand your exposure across sectors and regions.
Performance Dashboard
Compare returns across accounts and custom portfolios. See how your investments measure up against market indexes and ETFs with clear performance charts.
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
Track dividends and interest across your portfolio. See where your investment income comes from and how it changes over time.
Dividend Monitoring
Track your dividend income.
Interest Income
Keep an eye on interest earnings.
Goals & Save-Up Planner
Set a savings target and link the accounts funding it. See when you could reach your goal, track milestones, and spot when you fall behind.
Save-Up Projection
See your projected balance, milestones, and time to target.
On-Track Status
Green / amber / red progress bars so you know where you stand.
Retirement & FIRE Planner
Plan for retirement or financial independence with projections that include taxes and inflation. Explore different scenarios and stress-test your plan in the Risk Lab.
Traditional or FIRE
Plan a retirement age or solve for the earliest age you reach FI.
Risk Lab
Monte Carlo, sensitivity heatmaps, and SORR stress tests.
Contribution Rooms and Limit Tracking
Track available contribution room for tax-advantaged accounts such as IRAs, 401(k)s, and TFSAs. Stay aware of limits and avoid excess contributions.
Limit Awareness
Know your contribution limits.
Avoid Over-Contribution
Prevent excess contributions.
