What is Wealthfolio?
Wealthfolio is a beautiful, private, and open-source investment tracker designed to run locally on all your devices. It operates entirely on your desktop, mobile, or self-hosted web server without requiring an account, ensuring complete data privacy and control. The platform offers optional subscription services through Wealthfolio Connect for brokerage synchronization and multi-device access, providing flexibility based on user needs.
The tool includes a built-in AI assistant to help users understand their portfolio, answer questions, and surface insights from financial data. It supports unlimited accounts and provides features such as investment tracking, net worth tracking, performance dashboards, income tracking, goals tracking, and contribution limit monitoring. With extensibility through add-ons and support for various brokers, Wealthfolio empowers users to manage their wealth efficiently while maintaining full ownership of their information.
Features
- Investment Tracking: Track portfolio composition, performance, and analytics with benchmark comparisons
- Net Worth Tracking: Monitor assets and liabilities for complete financial health overview
- AI Assistant: Built-in AI to answer questions and provide insights from portfolio data
- Goals Tracking: Set savings targets and track progress toward financial goals
- Device Sync: End-to-end encrypted synchronization across all devices with optional Connect service
Use Cases
- Tracking investment portfolio performance and analytics
- Monitoring net worth with assets and liabilities
- Using AI insights to understand portfolio data and make informed decisions
- Setting and tracking progress toward financial goals like savings targets
- Synchronizing brokerage accounts across multiple devices for unified wealth management
