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United States, Canada

Moomoo Portfolio Tracker

Open-source, private, and local-first — your Moomoo data stays on your device.

Wealthfolio dashboard tracking a Moomoo portfolio
Your portfolio dashboard in Wealthfolio

Wealthfolio is an open-source, local-first portfolio tracker for your Moomoo investments. Your account data lives in a database on your own computer — not on someone else's server.

There are two ways to track Moomoo: automatic, read-only syncing of holdings and balances through Wealthfolio Connect — an optional paid subscription (plans with brokerage sync start at $7.99/month) — or the built-in CSV importer, which is free forever, like the app itself. Either way, you get true time-weighted and money-weighted returns, dividend income tracking, benchmark comparison, and a clear view of all your accounts in one place — built to work great for investors in United States, Canada.

Read-only connection

Wealthfolio can never trade or move money in your Moomoo account.

Local-first data

Your portfolio lives in a database on your computer, not in our cloud.

Open source

Auditable code, no lock-in: your data is always exportable.

Two ways to add your Moomoo account

Automatic sync with Connect

Link Moomoo once through a secure, read-only connection (powered by SnapTrade, a SOC 2 Type II certified aggregator) and your holdings and balances stay up to date automatically.

Part of the optional Wealthfolio Connect subscription — plans with brokerage sync start at $7.99/month.

Learn about Connect

Free CSV import

Export your activity from Moomoo and import it with Wealthfolio's smart CSV importer — including your complete past history. Free forever, no account required, works fully offline.

How importing works

What connecting Moomoo looks like

  1. 1

    Choose Moomoo on Wealthfolio's Connect screen

  2. 2

    You're redirected to Moomoo's own website to log in — your credentials never pass through Wealthfolio

  3. 3

    Approve read-only access and you're returned to Wealthfolio

  4. 4

    Holdings and balances sync automatically from then on

Real performance numbers for your Moomoo portfolio

True returns, not just balance changes

Time-weighted and money-weighted returns over any period, so deposits never get counted as gains.

Benchmark comparison

Chart your portfolio against the S&P 500 or any ticker and know whether you're beating the index.

Dividend & income tracking

Every dividend and interest payment tracked, with income summaries by month, account, and holding.

All your accounts, one portfolio

Combine Moomoo with accounts at any other institution — synced, imported, or manual — across currencies.

Wealthfolio performance comparison chart against a benchmark index
Performance comparison against a benchmark

Good to know about Moomoo connections

  • Only buy and sell transactions sync from Moomoo. Dividends, fees, and transfers can be added manually or via CSV import.

Frequently asked questions

Does Wealthfolio work with Moomoo?

Yes. You can sync your Moomoo account automatically with Wealthfolio Connect (a read-only connection through SnapTrade, a SOC 2 Type II certified aggregator), or import your activity for free using the CSV importer. The app itself is free and open source.

Is it safe to connect my Moomoo account?

Connections are read-only — Wealthfolio can never trade, move money, or change anything in your Moomoo account. Authentication happens through SnapTrade, and your portfolio data is stored locally on your device, not in a cloud database.

What does syncing from Moomoo include?

Holdings, balances, and account data sync automatically. Note: buy/sell transactions only. Anything the connection doesn't cover can be added with the free CSV importer.

How much does it cost?

The Wealthfolio app is free and open source — manual tracking and CSV imports cost nothing, forever. Automatic broker syncing is part of Wealthfolio Connect, an optional subscription: plans with brokerage sync start at $7.99/month, which covers the real cost of the brokerage data connection.

Can I see Moomoo together with my other accounts?

Yes. Wealthfolio is built for multi-account portfolios: combine Moomoo with any other brokerage, bank, or crypto account — synced or manual — and get unified performance, allocation, and income views across everything, in your currency of choice.

Does Moomoo have a public API?

Yes — Moomoo offers a developer API, which SnapTrade uses for this integration. Wealthfolio's connection is read-only: it can see holdings and balances but can never trade.

Also supported

Start tracking your Moomoo portfolio

The app is free and open source, and your data stays on your device. Import via CSV for free, or add automatic syncing with the optional Connect subscription.