README

Wealthfolio

  
    The open-source, private portfolio tracker — investments, net worth, spending, and simulations.
    
    Local-first: your data lives on your device.
    
    
    Website
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    ⬇️  Download for macOS · Windows · Linux
     · 
    📱 iOS App
     · 
    🤖 Android App
     · 
    🐳 Docker
  









  

  

  
  



 Introduction

Wealthfolio is an open-source, private portfolio tracker — investments, net
worth, spending, and simulations. All your data is stored locally on your
device: no cloud database, no account required, free forever.

For automatic brokerage syncing (30+ institutions, read-only) and encrypted
multi-device sync, there's
Wealthfolio Connect
— an optional subscription that covers the real cost of the brokerage data
connections. The app never requires it: manual tracking and CSV import are free,
forever.

Visit the website at
wealthfolio.app.

!Screenshot

 ✨ Key Features

- 📊 Portfolio Tracking - Track your investments across multiple accounts
  and asset types, including options and short positions
- 📈 Performance Analytics - True time-weighted and money-weighted returns,
  benchmark comparison, historical analysis, and a choice of cost basis method
  (FIFO, weighted average, LIFO, HIFO)
- 💰 Activity Management - Import and manage all your trading activities
- 🏠 Net Worth - Liabilities, loans and mortgages, and alternative assets
  such as real estate and vehicles alongside your investments
- 💳 Spending & Budgets - Categorize transactions with rules, set budgets,
  and see where your money goes
- 🎯 Goals & Planning - Track financial goals, simulate save-up goals, and
  plan retirement or FIRE
- ⚖️ Rebalancing - Set allocation targets and get a plan to reach them
- 🤖 AI Assistant - Ask questions and import CSV files with a local model or
  your own API key, and connect AI agents such as Claude, ChatGPT or Cursor
  through MCP
- 🔒 Private by Design - All data stored locally, with optional database
  encryption, app lock, and separate profiles
- 🔄 Optional Broker Sync - Auto-sync 30+ brokerages with
  Wealthfolio Connect
  (read-only, entirely optional)
- 🧩 Extensible - Powerful addon system for custom functionality
- 🌍 Multi-Currency - Support for multiple currencies with exchange rate
  management
- 🌐 11 Languages - Including right-to-left Arabic, with regional number and
  currency formats
- 📱 Cross-Platform - Desktop (Windows, macOS, Linux), iOS, Android, and
  self-hosted Docker/web

Wealthfolio requires macOS 12 or newer, iOS/iPadOS 16 or newer, or Android 7.0
or newer. macOS 12 installations should apply current macOS and Safari updates
so the system WKWebView meets the Safari 16 browser floor. Windows uses the
evergreen WebView2 runtime; Linux and self-hosted installations should keep
WebKitGTK or their browser updated.

 🧩 Addon System

Wealthfolio features a powerful addon syste

Top issues

Discussions

Latest release

3.12.0 adds seven themes, a text size setting, and gain and loss colours for
markets where red means up. The phone app now keeps a stack of screens for each
tab, the dashboard and Insights share one time period, and a rebalancing
worksheet works out adjustments from your allocation target. Fund conversions,
new price sources and AI agent access to Spending round it out, with fixes
across spending, goals, performance, import and mobile.



 Highlights

- Themes. Seven new themes join Classic: Signature, Ember, Cupertino,
  Newspaper, Cyber, Terminal and Poster. Pick one in Settings