Grow Wealth.
Keep Control.
A beautiful, private and open-source investing and personal finance app that runs locally on all your devices.
Download freeFree No account required
9k+ GitHub stars
Track holdings, performance, allocation and income across your accounts. Watch a quick demo.
Explore Wealthfolio
Go deeper into the tools that help you understand, organize and plan your finances.
Investments
Investments Tracking
All your brokers and banks in one view. Import CSV statements from anywhere.
Net worth
Net Worth Tracking
Track all your assets and liabilities to see your complete financial picture.
Spending
Spending & Budgets
Track cash flow, auto-categorize transactions, and build budgets that fit you.
Investments
Portfolio Insights
Understand your asset allocation, sector exposure, and geographic distribution.
Investments
Performance Dashboard
Compare accounts and benchmark against the S&P 500 or any ETF.
Planning
Retirement & FIRE Planner
Year-by-year simulation with a Monte Carlo Risk Lab and FIRE mode.
Planning
Goals & Save-Up Planner
Project savings to target with a milestone glide path and on-track status.
Investments
Allocation Targets & Rebalance
Set target weights, see your drift, and get a clear rebalance plan.
Investments
Income Tracking
Track dividends and interest income across your entire portfolio.
Planning
Contribution Limits
Stay on top of IRA, 401(k), and TFSA contribution room.
Automation
AI Assistant
Ask questions about your portfolio and get AI-powered insights.
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Your finances stay yours.
Keep your financial history on your devices, with software you can inspect and run yourself.
Private by default
Your financial history stays on your devices, rather than in a cloud account.
Open source
Inspect the code, follow development and contribute on GitHub.
No forced account
Start tracking right away. No sign-up or subscription required.
On your device
Local database
Your financial data is stored locally on your device.
Free by default.
Automated when you need it.
Start with the free app. Add Connect for automatic imports, encrypted device sync and household sharing.
Free and open source
Wealthfolio
Track investments, understand your spending and plan ahead.
- Manual accounts and transactions
- CSV imports
- Investment tracking and performance
- Net worth and spending
- Goals and retirement planning
Optional subscription
Wealthfolio Connect
Keep your portfolio up to date with automatic imports and encrypted device sync.
- Automatic brokerage imports
- Encrypted device sync
- Household sharing
- Background updates
- Connection management
Choose how you run Wealthfolio.
Install it directly on your devices or host it on infrastructure you control. Your data remains under your control either way.
Desktop & mobile
Install the standalone Wealthfolio app on your devices. No server or account required.
Available for
- macOS
- Windows
- Linux
- iPhone
- iPad
Self-hosted
Deploy Wealthfolio on your own server and access it from your browser.
Self-hosting guideOptional Wealthfolio Connect adds automation and device sync to either setup.
Make it yours.
Extend Wealthfolio with add-ons, custom price feeds and AI integrations.
Investment Fees Tracker
Track and analyze investment fees across your portfolio with detailed analytics and insights
Goal Progress Tracker
Track your investment progress towards target amounts with a visual representation
Stock Trading Tracker
Simple swing stock trading tracker with performance analytics and calendar views
Community Add-ons
Explore tools and integrations built by independent developers
Your financial life,
under your control.
Download Wealthfolio and start building your financial picture.
Built in the open,
shaped by its users.
Open-source repo
Repository of the day
Show HN launch
Active community