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