Wealthfolio

About

Wealthfolio is a private, open-source investing and personal finance app that runs locally on all your devices. It lets you track holdings, performance, allocation and income across your accounts, along with net worth (assets and liabilities), spending and budgets, and planning tools such as a retirement and FIRE planner, goal tracking, allocation targets with rebalancing, and contribution limit monitoring. Your financial data is stored locally on your device, and the app is free to download with no account required.

The app is available for macOS, Windows, Linux, iPhone, iPad and Android as a standalone application, and it can also be self-hosted on your own server and accessed through a browser. Core features, including manual accounts and transactions, CSV imports, investment tracking and net worth and spending tools, are free and open source. An optional subscription, Wealthfolio Connect, adds automatic brokerage imports, encrypted device sync, household sharing and background updates.

Wealthfolio also supports community add-ons and extensions, such as tools for tracking investment fees and goal progress, and it has an AI assistant for questions about your portfolio. The project is developed in the open on GitHub and has an active community on Discord and Reddit.