https://wealthfolio.app

Wealthfolio logoWealthfolio
View on GitHub

Beautiful, and Boring Investment Tracker, with Local Data Storage. No
Subscriptions, No Cloud.

Wealthfolio is a simple, desktop-based investment tracker. Your
financial data is stored safely on your own computer Ditch the
spreadsheets, forget about those pesky subscription fees, and no more
worries about SaaS services playing around with your data.

Download
Wealthfolio - A boring, Local first, desktop Investment Tracking app
| Product HuntBuy me a coffee
App screenshot

The Essentials You Need to Track Your Wealth

Forget juggling spreadsheets or compromising privacy with online
apps. Choose Wealthfolio's simple, secure approach to manage your
finances.

Accounts Aggregation

Gather all your investment and savings accounts in one place. See
everything at a glance, from stocks to savings! Import your
statements from your broker or bank.

Accounts Aggregation
---------------------------------------------------------------------

Accounts Performance

Track your accounts' holdings and performance over time. See how a
particular account is performing, and how it's changing over time.

Accounts Performance
---------------------------------------------------------------------

Holdings Overview

Get a clear picture of what's in your portfolio. Stocks, bonds, or
mutual funds - know what you have and how it's performing.

Holdings Overview
---------------------------------------------------------------------

Income Tracking

Monitor dividends and interest income across your entire portfolio.
Get a clear view of your passive income streams, helping you make
informed decisions about your investments.

Income Tracking
---------------------------------------------------------------------

Goals Tracking

Set your savings targets clearly. Distribute your funds across these
objectives, assigning a specific percentage to each. Keep an eye on
your progress.

Goals Tracking