Accounts & Imports
Investments Tracking
Every broker and bank account in one private, local-first view.
Bring all your investment and savings accounts together so you can see everything at a glance, from individual stocks to cash savings. Import CSV statements from any broker or bank, track activity by account, and keep every byte of it on your own device.
Comprehensive View
See all your accounts in one place.
CSV Import
Easily import your CSV statements.
Aggregate every account
Add as many accounts as you like and group them however you think about your money. Every position across every account rolls up into one unified portfolio you can sort and search in a single list.
Unified portfolio
Stocks, ETFs, funds, crypto, and cash savings side by side.
One holdings list
Every position across all accounts, sortable and searchable.
Drill into any account
Open any account to see its own value over time, cash balance, and holdings, with the same scope-aware returns used across the app, including time-weighted return and IRR.
Per-account detail
Holdings, cash, and value history for each account.
Returns that fit
TWR, IRR, volatility, and drawdown per account.
Inspect any holding
Click any position to open its full detail: price history, your average cost and unrealized P&L, income, and which accounts hold it.
Price & P&L
History, cost basis, and realized / unrealized P&L.
Across accounts
See which accounts hold each position.
Related features
Ready to try it?
Wealthfolio is open source and local-first. Your data stays on your device.