# Wealthfolio

> Wealthfolio is a private, open-source investment tracker and personal finance app that runs locally on all your devices. Track investments, net worth, and spending — your financial data stays on your device, with optional encrypted cloud sync via Wealthfolio Connect.

The desktop app supports macOS, Windows, and Linux. The site (wealthfolio.app) covers product, pricing, downloads, docs, blog, release notes, and a marketplace for community-built add-ons.

## Product

- [Home](https://wealthfolio.app/): Product overview and feature highlights.
- [Features](https://wealthfolio.app/features): Detailed list of supported features (holdings, performance, goals, retirement planning, options, bonds, multi-currency, etc.).
- [Wealthfolio Connect](https://wealthfolio.app/connect): Optional paid cloud-sync tier — connect banks and brokerages, sync between devices, plus a pricing table for individuals and households.
- [Download](https://wealthfolio.app/download): Latest desktop app builds for macOS, Windows, Linux, and iOS. The desktop app itself is pay-what-you-want.
- [Add-ons](https://wealthfolio.app/addons): Community marketplace for plugins extending the desktop app.

## Documentation

- [Docs index](https://wealthfolio.app/docs): Entry point for all documentation.
- [Quick start](https://wealthfolio.app/docs/quick-start): Get running in minutes.
- [Introduction](https://wealthfolio.app/docs/introduction): What Wealthfolio is and how it's designed.
- [Concepts](https://wealthfolio.app/docs/concepts): Activity types, tracking modes, performance metrics, market data and FX.
- [User guide](https://wealthfolio.app/docs/guide): Accounts, activities, dashboards, goals, retirement planning, data export, settings.
- [CSV import](https://wealthfolio.app/docs/guide/csv-import): Map broker exports to Wealthfolio activities, with per-broker recipes.
- [AI Assistant](https://wealthfolio.app/docs/guide/ai-assistant): Chat with your portfolio — local via Ollama or BYO API key.
- [MCP server](https://wealthfolio.app/docs/guide/mcp-server): Connect external AI agents (Claude, Cursor, Windsurf, Cline) over the Model Context Protocol with scoped tokens.
- [Self-hosting](https://wealthfolio.app/docs/guide/self-hosting): Docker, Docker Compose, Coolify, Proxmox, Unraid, reverse proxy.
- [Add-ons getting started](https://wealthfolio.app/docs/addons/getting-started): Build your own add-on.
- [Add-ons API reference](https://wealthfolio.app/docs/addons/api-reference): The add-on SDK surface.
- [FAQ](https://wealthfolio.app/docs/faq): Common questions about Wealthfolio.

## Updates

- [Changelog](https://wealthfolio.app/changelog): Versioned release notes.
- [Blog](https://wealthfolio.app/blog): Product, engineering, and philosophy posts.
- [Blog RSS](https://wealthfolio.app/rss.xml): RSS feed for blog posts.
- [Changelog RSS](https://wealthfolio.app/changelog/rss.xml): RSS feed for releases.

## Machine-readable

- [Full content bundle](https://wealthfolio.app/llms-full.txt): Concatenated markdown of docs and blog for LLM ingestion.
- [Sitemap](https://wealthfolio.app/sitemap-index.xml): Full URL inventory.

## Company

- [Contact](https://wealthfolio.app/contact-us): Support and inquiries.
- [Privacy](https://wealthfolio.app/legal/privacy-policy): Privacy policy.
- [Terms](https://wealthfolio.app/legal/terms-of-use): Terms of use.
- [GitHub](https://github.com/wealthfolio/wealthfolio): Source code (open source, AGPL).