Dashboard
Net Worth Tracking
Your full financial picture, on a thoughtfully redesigned home screen.
Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your complete net worth. The 3.5 dashboard adds a richer breakdown, cleaner cards, tap-to-expand detail drawers, and a smoother mobile experience.
Complete Financial Picture
Track all your assets and liabilities.
Net Worth Over Time
See how your wealth is growing.
Track alternative assets
Go beyond investments. Add property, vehicles, collectibles, precious metals, cash, and custom assets — each with a value you keep up to date. Your whole financial picture, not just the brokerage slice.
Beyond investments
Property, vehicles, collectibles, and precious metals.
Your own valuations
Update an asset's value whenever it changes.
Record liabilities too
Track mortgages, loans, and credit-card debt right alongside your assets. Link a mortgage to the property it finances, and Wealthfolio nets it out so your real-estate equity is always accurate.
Loans & debt
Mortgages, loans, and credit cards, paid down over time.
Linked to assets
Tie a mortgage to the property it finances.
Every asset, valued over time
Each asset keeps its own valuation history, so you can see how a property, vehicle, or collectible has changed. A reminder nudges you when a value has not been updated in over 90 days.
Valuation history
A value-over-time chart for every asset you track.
Stale-value reminders
Get nudged when a value hasn't been updated recently.
Related features
Investments Tracking
Every broker and bank account in one private, local-first view.
Learn morePerformance Dashboard
Accurate, scope-aware returns for accounts, portfolios, and benchmarks.
Learn moreAllocation Targets & Rebalance
Define your ideal portfolio and get a clear plan to reach it.
Learn moreReady to try it?
Wealthfolio is open source and local-first. Your data stays on your device.