Source: https://wealthfolio.app/features/investments-tracking/

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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.

[Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/)

![The Investments dashboard: total value, accounts, and top holdings](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![The Investments dashboard: total value, accounts, and top holdings](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png)

The Investments dashboard: total value, accounts, and top holdings

### 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.

![Every position across all your accounts in one list](https://assets.wealthfolio.app/images/screenshots/investments/holdings.png) ![Every position across all your accounts in one list](https://assets.wealthfolio.app/images/screenshots/investments/holdings-dark.png)

Every position across all your accounts in one list

## 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.

![An account's value, returns, and holdings over time](https://assets.wealthfolio.app/images/screenshots/investments/account.png) ![An account's value, returns, and holdings over time](https://assets.wealthfolio.app/images/screenshots/investments/account-dark.png)

An account's value, returns, and holdings over time

## 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.

![A holding's price history, cost basis, and account allocation](https://assets.wealthfolio.app/images/screenshots/investments/asset.png) ![A holding's price history, cost basis, and account allocation](https://assets.wealthfolio.app/images/screenshots/investments/asset-dark.png)

A holding's price history, cost basis, and account allocation

## Related features

### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/)

Your full financial picture, on a thoughtfully redesigned home screen.

Learn more

### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/)

Accurate, scope-aware returns for accounts, portfolios, and benchmarks.

Learn more

### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/)

See where your money goes, right alongside your investments.

Learn more

## Ready to try it?

Wealthfolio is open source and local-first. Your data stays on your device.

[Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/)