Wealthfolio

Local-first portfolio tracker running on user devices.

Track investments, net worth, and spending locally with optional cloud sync for brokerage data and multi-device access.1 save · wealthfolio.app
Wealthfolio | Open-Source, Offline & Private Portfolio Tracker

Wealthfolio runs as a local-first portfolio tracker on user devices, offering investment, net worth, and spending tracking. It includes an optional cloud sync service for brokerage data and multi-device access.

  • Local data storage: all financial data resides on the user's device without cloud dependency.
  • Optional cloud sync: brokerage data syncs via Wealthfolio Connect for multi-device access.
  • CSV import: supports importing statements from various financial institutions.
  • Addon system: extensible with custom functionality through a TypeScript SDK.
  • Brokerage integration: connects to over 30 institutions for read-only data sync.

Free and open source; optional Connect subscription for brokerage sync. 6,260 GitHub stars.

Wealthfolio is ideal for individuals seeking a private, local-first solution for tracking investments and finances. Best suited for users comfortable with manual data management or those who prefer optional cloud services for syncing.

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First saved bySSelçuk Sevinç