Source: https://wealthfolio.app/docs/introduction/

# Wealthfolio Documentation

Get started with Wealthfolio — a private, open-source investment tracker and personal finance app that runs locally.

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Last updated September 10, 2026

Wealthfolio is a private, open-source investment tracker and personal finance app. Your data lives on your own machine in a local SQLite file — no subscriptions, no cloud, no lock-in.

**New here?** Start with the [Quick Start](https://wealthfolio.app/docs/quick-start/): install, add an account, and see your first dashboard in a few minutes.

## Four pillars

-   **Investments** — holdings, performance, allocation, and income across every account.
-   **Net Worth** — assets and liabilities in one place, tracked over time.
-   **Spending** — categorize cash flow and set budgets.
-   **Planning** — goals, retirement and FIRE, rebalancing, and contribution limits.

## Use Wealthfolio your way

#### Standalone

Install Wealthfolio directly on your devices.

-   macOS, Windows, and Linux
-   iPhone and iPad (Android coming soon)
-   Runs locally
-   No server required
-   No account required

[View](https://wealthfolio.app/download/)

#### Self-hosted

Run Wealthfolio on infrastructure you control.

-   Deploy with Docker
-   Access through a web browser
-   Manage your own hosting and data
-   Best for always-available browser access

[View](https://wealthfolio.app/docs/guide/self-hosting/)

Wealthfolio 3.7 requires macOS 12+ and iOS/iPadOS 16+. Windows uses the evergreen WebView2 runtime; Linux installations should keep WebKitGTK updated.

Each version keeps its own local database — your data stays on your device (or your server, if self-hosted). To sync across devices with end-to-end encryption, or pull activities automatically from your broker, see [Wealthfolio Connect](https://wealthfolio.app/connect/).

## Explore the docs

#### Quick Start

Install and set up your first account.

[View](https://wealthfolio.app/docs/quick-start/)

#### Core Concepts

Accounts, activities, tracking modes, and performance.

[View](https://wealthfolio.app/docs/concepts/)

#### User Guide

Dashboards, activities, CSV import, goals, and more.

[View](https://wealthfolio.app/docs/guide/)

#### FAQ

Answers to common questions.

[View](https://wealthfolio.app/docs/faq/)

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