Source: https://wealthfolio.app/ # Grow Wealth. Keep Control. A beautiful, private and open-source investing and personal finance app that runs locally on all your devices. [Download free](https://wealthfolio.app/download/) [Star 8,815](https://github.com/wealthfolio/wealthfolio) Free and open source No account required Investments Net Worth Spending Planning ![Wealthfolio investments dashboard showing portfolio holdings, performance, and allocation across all your accounts.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/investment-tracking.png) ![Wealthfolio net worth dashboard tracking assets and liabilities over time for a complete financial picture.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/net-worth.png) ![Wealthfolio spending dashboard breaking down cash flow and expenses by category.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/spending.png) ![Wealthfolio planning dashboard showing a retirement plan with a portfolio trajectory projection, alongside the goals list on mobile.](https://wealthfolio.app/cdn-cgi/image/width=1024,quality=90,format=auto/https://assets.wealthfolio.app/images/landing/planning.png) Track holdings, performance, allocation and income across your accounts. Explore ## Explore Wealthfolio Go deeper into the tools that help you understand, organize and plan your finances. ![Investments Tracking](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/investments-tracking.png) Investments ### [Investments Tracking](https://wealthfolio.app/features/investments-tracking/) All your brokers and banks in one view. Import CSV statements from anywhere. ![Net Worth Tracking](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/net-worth-tracking.png) Net worth ### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/) Track all your assets and liabilities to see your complete financial picture. ![Spending & Budgets](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/spending-budgets-stack.png) Spending ### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/) Track cash flow, auto-categorize transactions, and build budgets that fit you. ![Portfolio Insights](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/portfolio-insights.png) Investments ### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/) Understand your asset allocation, sector exposure, and geographic distribution. ![Performance Dashboard](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/performance-dashboard.png) Investments ### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/) Compare accounts and benchmark against the S&P 500 or any ETF. ![Retirement & FIRE Planner](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/retirement-stack.png) Planning ### [Retirement & FIRE Planner](https://wealthfolio.app/features/retirement-fire-planner/) Year-by-year simulation with a Monte Carlo Risk Lab and FIRE mode. ![Goals & Save-Up Planner](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/goals-saveup-stack.png) Planning ### [Goals & Save-Up Planner](https://wealthfolio.app/features/goals-saveup-planner/) Project savings to target with a milestone glide path and on-track status. ![Allocation Targets & Rebalance](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/allocation-targets-stack.png) Investments ### [Allocation Targets & Rebalance](https://wealthfolio.app/features/allocation-targets-rebalance/) Set target weights, see your drift, and get a clear rebalance plan. ![Income Tracking](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/income-tracking.png) Investments ### [Income Tracking](https://wealthfolio.app/features/income-tracking/) Track dividends and interest income across your entire portfolio. ![Contribution Limits](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/contribution-limits-stack.png) Planning ### [Contribution Limits](https://wealthfolio.app/features/contribution-limits/) Stay on top of IRA, 401(k), and TFSA contribution room. ![AI Assistant](https://wealthfolio.app/cdn-cgi/image/width=640,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/features/ai-assistant.png) Automation ### [AI Assistant](https://wealthfolio.app/features/ai-assistant/) Ask questions about your portfolio and get AI-powered insights. 1 / 11 [Learn more about all features](https://wealthfolio.app/features/) ## Your finances stay yours. Wealthfolio runs locally, works without an account and keeps your financial history under your control. ### Private by default Your financial history stays on your devices instead of becoming dependent on another cloud platform. ### Open source The code is available to inspect, contribute to and run on infrastructure you control. ### No forced account Start using Wealthfolio without creating an account or committing to a subscription. Your device Desktop Mobile Self-hosted web ### Wealthfolio app #### Local database Accounts, transactions and history are stored right here, on this device. Optional ### Wealthfolio Connect An optional paid service that automatically syncs your brokers and your devices. ## Free by default. Automated when you need it. The Wealthfolio app is free and fully usable. Connect is an optional service for brokerage automation, encrypted device sync and household sharing. Free and open source ### Wealthfolio Track and plan your finances manually without an account or subscription. - Manual accounts and transactions - CSV imports - Investment tracking and performance - Net worth and spending - Goals and retirement planning - Local data ownership - Standalone and self-hosted options [Download free](https://wealthfolio.app/download/) Optional subscription ### Wealthfolio Connect Add automation when manually maintaining your financial data no longer makes sense. - Automatic brokerage imports - Encrypted device sync - Household sharing - Background updates - Connection management [Check broker support](https://wealthfolio.app/connect/brokerages/) [Explore Connect](https://wealthfolio.app/connect/) Connect syncs your brokerages and keeps your Wealthfolio database in sync across devices. ## Built in the open, shaped by its users. [8K+ GitHub stars Open-source repo](https://github.com/wealthfolio/wealthfolio) 8K+ GitHub stars Open-source repo [#1 GitHub Trending Repository of the day](https://trendshift.io/repositories/11701) #1 GitHub Trending Repository of the day [924 Hacker News points Show HN launch](https://news.ycombinator.com/item?id=41465735) 924 Hacker News points Show HN launch [800+ Discord members Active community](https://discord.gg/WDMCY6aPWK) 800+ Discord members Active community [![Featured on Hacker News](https://wealthfolio.app/cdn-cgi/image/onerror=redirect,width=150,height=36,format=svg/_astro/hacker-news.DDCnCsGy.svg)](https://news.ycombinator.com/item?id=41465735)[![Wealthfolio featured on Product Hunt](https://wealthfolio.app/cdn-cgi/image/onerror=redirect,width=150,height=36,format=svg/_astro/product-hunt.CF88Gpz4.svg) ](https://www.producthunt.com/posts/wealthfolio)[![Wealthfolio ranked #1 repository of the day on GitHub Trending by Trendshift](https://wealthfolio.app/cdn-cgi/image/onerror=redirect,width=150,height=36,format=svg/_astro/github-trend.05t8UqMd.svg) ](https://trendshift.io/repositories/11701)[Join the Discord](https://discord.gg/WDMCY6aPWK) ## Choose how you run Wealthfolio. Install it directly on your devices or host it on infrastructure you control. Your data remains under your control either way. ### Standalone Install Wealthfolio directly on your devices. No server or account is required. Available for - macOS - Windows - Linux - iPhone - iPad [Download Wealthfolio](https://wealthfolio.app/download/) ### Self-hosted Run Wealthfolio on your own infrastructure and access it through a web browser. What you get - Docker deployment - Browser access - Infrastructure under your control - Suitable for an always-available personal instance [Read the self-hosting guide](https://wealthfolio.app/docs/guide/self-hosting/) Connect is not a third option. It adds automation and synchronization on top of a standalone or self-hosted Wealthfolio setup. ## Make it yours. Inspect the code, host it yourself and extend Wealthfolio around the way you manage money. ### [Open-source code](https://github.com/wealthfolio/wealthfolio) Inspect the implementation, follow development and contribute through GitHub. ### [Add-ons](https://wealthfolio.app/addons/) Extend Wealthfolio with integrations and workflows that fit your needs. ### [Custom price feeds](https://wealthfolio.app/docs/guide/custom-providers/) Bring pricing data for assets and markets not covered by the default providers. ### [AI and MCP](https://wealthfolio.app/docs/guide/mcp-server/) Use supported AI and agent integrations while keeping financial context close to your data. ![Wealthfolio Add-ons showcase featuring Investment Fees Tracker, Goal Progress Tracker, and Stock Trading Tracker](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/addons/addons-overview.png) #### Investment Fees Tracker Track and analyze investment fees across your portfolio with detailed analytics and insights #### Goal Progress Tracker Track your investment progress towards target amounts with a visual representation #### Stock Trading Tracker Simple swing stock trading tracker with performance analytics and calendar views [Browse All Add-ons](https://wealthfolio.app/addons/) [View on GitHub](https://github.com/wealthfolio/wealthfolio) [Read the documentation](https://wealthfolio.app/docs/introduction/) ## Your financial life, under your control. Start for free. Keep your data local. Add automation only when it helps. [Download Wealthfolio free](https://wealthfolio.app/download/) [Explore Connect](https://wealthfolio.app/connect/) Free and open source No account required