Wealthfolio

Active

Developer: afadil
Pricing: Free (open-source, optional donations)
Open source: Yes
Platforms: macOS, Windows, Linux, iOS, Web (self-hosted)

Indexes

Investing/Portfolio

Overview

Wealthfolio is an open-source, local-first investment and net worth tracker that stores data on the user's device without cloud dependencies by default. It supports tracking portfolios across accounts, performance analysis, income, and goals, with optional cloud sync via a subscription service called Connect. Designed for users prioritizing privacy and simplicity, it appeals to those avoiding SaaS services and automatic syncing, featuring a minimalist interface and extensibility through addons.¹²³⁸

Key Features

Portfolio Tracking - Track investments across multiple accounts and asset types including stocks, ETFs, and crypto.
Performance Analytics - Provides detailed metrics, historical analysis, allocation charts, and risk exposure insights.
Activity Management - Import and manage trading activities via CSV files.
Local Data Storage - All financial data remains on the user's device with no cloud requirement.
Multi-Currency Support - Handles multiple currencies with exchange rate management.
Addon System - Extensible framework for custom integrations and functionality.
Goal Planning - Set and track financial goals with allocation management.
AI Assistant - Built-in assistant supporting local and cloud AI providers with data access controls.

Pricing

Plan	Price	Includes
Free Core	Free	Local portfolio tracking, CSV imports, performance analytics, addons, all features offline.
Connect (Optional)	Subscription	Brokerage sync and multi-device access.

Platforms & Requirements

Available as native desktop apps on macOS, Windows, and Linux; iOS mobile app; and self-hosted web via Docker. No minimum requirements specified beyond standard OS compatibility; Android support planned but not yet released. Data processing occurs locally on all platforms with optional sync.¹²³⁴

Integrations & Ecosystem

CSV import/export
Wealthfolio Connect for brokerage sync
Addon system for custom integrations
Multi-broker account aggregation via imports
Market data access via addons

Alternatives

App	Difference
Portfolio Performance	Java-based desktop tracker with more automatic broker syncing but requires Java runtime.
GnuCash	Full accounting software with double-entry bookkeeping, less focused on investment visuals.
Sharesight	Cloud-based with automatic syncing and subscriptions, less emphasis on local privacy.
CoinStats	Crypto-focused with mobile-first design and cloud sync, broader asset support but less private.

Reputation

Wealthfolio is praised for its privacy-focused local storage, simplicity, clean interface, and open-source transparency, appealing to users avoiding cloud services and subscriptions. Criticisms include lack of automatic account syncing, reliance on manual CSV imports which can have errors, and need for frequent manual updates. It has an active GitHub community and positive reception for reliability in offline use.¹²⁵

Sources (8)