Independent app. Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Wells Fargo.
United States
Track Wells Fargo Accounts with Wealthfolio
Wealthfolio is an independent, open-source portfolio tracker. It is not operated by Wells Fargo, and your Wealthfolio portfolio database is stored locally on your device.
Wealthfolio is an open-source, local-first portfolio tracker for your Wells Fargo investments. Your Wealthfolio portfolio database is stored locally on your device, not in a Wealthfolio cloud database.
There are two ways to track Wells Fargo: automatic, read-only syncing of holdings and balances through Wealthfolio Connect (an optional paid subscription), or the built-in CSV importer, which is free forever, like the app itself. Either way, you get true time-weighted and money-weighted returns, dividend income tracking, benchmark comparison, and a clear view of all your accounts in one place, built to work great for investors in United States.
Read-only connection
Wealthfolio creates read-only connections and does not request trading permissions, so it can never trade or move money in your Wells Fargo account.
Local-first data
Your portfolio lives in a database on your computer, not in a Wealthfolio cloud database.
Open source
Auditable code, no lock-in: your data is always exportable.
Two ways to add your Wells Fargo account
Automatic sync through SnapTrade
For automatic sync, Wealthfolio opens SnapTrade's hosted connection flow, where you sign in on Wells Fargo's own website. Wells Fargo authorizes read-only access, and SnapTrade returns only the portfolio data you approve. Your Wells Fargo username and password are entered on Wells Fargo's site, never in Wealthfolio.
Automatic sync is part of the optional Wealthfolio Connect subscription.
Learn about Wealthfolio ConnectFree CSV import
Export your activity from Wells Fargo and import it with Wealthfolio's smart CSV importer, including your complete past history. Free forever, no account required, works fully offline.
How importing worksSecurity & privacy
- Wealthfolio is an independent, open-source application and is not operated by Wells Fargo.
- Wealthfolio does not ask you to enter your Wells Fargo credentials on this page. When you set up automatic sync in the app, you sign in on Wells Fargo's own website through SnapTrade's hosted flow. Wealthfolio receives only the portfolio data you authorize, never your username or password.
- Wealthfolio receives only the Wells Fargo account data you authorize through the connection, such as holdings, balances, and transactions.
- Automatic account synchronization is processed through SnapTrade.
- Before signing in anywhere, verify the destination URL so you know which service you are authenticating with.
- Wealthfolio's source code is public. Review it on GitHub (opens in a new tab) .
Real performance numbers for your Wells Fargo portfolio
True returns, not just balance changes
Time-weighted and money-weighted returns over any period, so deposits never get counted as gains.
Benchmark comparison
Chart your portfolio against the S&P 500 or any ticker and know whether you're beating the index.
Dividend & income tracking
Every dividend and interest payment tracked, with income summaries by month, account, and holding.
All your accounts, one portfolio
Combine Wells Fargo with accounts at any other institution, synced, imported, or manual, across currencies.
Good to know about Wells Fargo connections
- Wells Fargo connections sync holdings and balances, but not past transactions. You can backfill your full history once with a free CSV import.
- Only stock holdings sync from Wells Fargo. Other asset types can be tracked manually.
Frequently asked questions
Can I track my Wells Fargo accounts with Wealthfolio?
Yes. You can sync your Wells Fargo account automatically with Wealthfolio Connect (a read-only connection through SnapTrade, which is SOC 2 Type II compliant), or import your activity for free using the CSV importer. The app itself is free and open source.
Is it safe to connect my Wells Fargo account?
Wealthfolio creates read-only connections and does not request trading permissions, so it can never trade, move money, or change anything in your Wells Fargo account. Authentication is handled through SnapTrade, which is SOC 2 Type II compliant, and your Wealthfolio portfolio database is stored locally on your device, not in a Wealthfolio cloud database.
What does syncing from Wells Fargo include?
Holdings, balances, and account data sync automatically. Note: no transaction history; stock holdings only. Anything the connection doesn't cover can be added with the free CSV importer.
How much does it cost?
The Wealthfolio app is free and open source, so manual tracking and CSV imports cost nothing, forever. Automatic broker syncing is part of Wealthfolio Connect, an optional paid subscription; see the Wealthfolio Connect page for current plans and pricing.
Can I see Wells Fargo together with my other accounts?
Yes. Wealthfolio is built for multi-account portfolios: combine Wells Fargo with any other brokerage, bank, or crypto account, synced or manual, and get unified performance, allocation, and income views across everything, in your currency of choice.
Does Wells Fargo have a public API?
Yes. Wells Fargo provides API access through Akoya, which SnapTrade uses. You authorize the read-only connection on Wells Fargo's own website (OAuth).
Is Wealthfolio affiliated with Wells Fargo?
No. Wealthfolio is an independent, open-source portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Wells Fargo. Wells Fargo is referenced only to explain compatibility with supported account-connection or portfolio-import workflows.
Also supported
Start tracking your Wells Fargo portfolio
The app is free and open source, and your Wealthfolio portfolio database stays on your device. Import via CSV for free, or add automatic syncing with the optional Connect subscription.
Wells Fargo and its associated trademarks are the property of their respective owners. Wealthfolio is an independent project and is not affiliated with or endorsed by Wells Fargo.