Wealthfolio

Track investments, spending, and net worth with a local personal-finance app.

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Meet Wealthfolio

Wealthfolio is an open-source personal-finance app that stores financial history on the user's devices. Users can enter transactions manually or import CSV statements to bring accounts into one view. Portfolio tools show holdings, allocation, performance, and investment income, while net-worth and spending views cover assets, liabilities, and cash flow.

Planning tools support savings goals, target allocations, and retirement scenarios based on the user's inputs. The free app works without an account and can run on supported desktop and mobile devices or be self-hosted. An optional Connect subscription adds automatic brokerage imports, encrypted device sync, and household sharing for users who want less manual updating.

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Product details

Status
Launched
Category
Finance
Listed

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