Wealthfolio Connect
Sync your brokerage accounts. Data stays on your device.
Sign up to Wealthfolio ConnectWhy Connect exists
Wealthfolio launched local-first on purpose. Your data stays in a local database on your device.
"I love it. Now let me sync my broker." — The most common request since launch
Wealthfolio Connect is our answer. It keeps Wealthfolio local-first, and adds the convenience layer as an optional subscription. We partnered with SnapTrade, a SOC 2 Type II certified aggregator, for secure account connections.
Automation without giving up control
Automatic Brokerage sync
Sync accounts and transactions into your local Wealthfolio database automatically.
Shared household view
Share selected accounts with your household and see an aggregated view. You choose what is shared.
Device sync
Keep your Wealthfolio database in sync across devices with end-to-end encryption.
Plus upgrades
Licensed market data and an AI provider included. Less setup, more consistency.
Plus OnlySync across devices
Keep your Wealthfolio database in sync across all your devices with true end-to-end encryption. Your data is encrypted before it leaves your device.
End-to-end encrypted
Data is encrypted on your device before syncing. We never see it.
Keys stay with you
Encryption keys never leave your devices.
All your devices
Desktop, mobile, and self-hosted setups.
Built for privacy
Connect is a bridge between financial aggregators and your local database. Your portfolio stays on your device.
What we store
- Encrypted aggregators connection tokens
- Account IDs and sync preferences
- Device info (name, platform) for sync
- E2E encrypted sync data (unreadable to us)
- Audit logs (actions only, no financial data)
What we never store
- Your login credentials
- Transaction history
- Holdings or positions
- Account balances
- Performance or analytics data
Pricing
AI runs on your local data. Connect does not store your portfolio.
Essentials
For individual investors
One person. Sync accounts and keep your data in sync across devices.
- 1 person
- Up to 5 institution connections
- Automatic daily sync
- AI: Bring Your Own Key
Duo
For couples
Shared household view, plus device sync. Share only what you choose.
- 2 people
- Up to 12 institution connections
- Shared household view
- AI: Bring Your Own Key
Plus
All-inclusive
Everything included. No API keys needed.
- 2 people
- Unlimited institution connections
- Shared household view
- Licensed market data
- AI provider included
All plans include automatic daily sync and connection management. See supported institutions
Frequently asked questions
Ready to get started?
Create your account and start syncing your brokerage accounts.
Sign up to Wealthfolio Connect