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Grow Wealth. Keep Control.

A beautiful, Private and Open-Source investment tracker that runs 
locally on all your devices.

Get Wealthfolio
Screenshot of the Wealthfolio desktop portfolio tracker home
dashboard, showing portfolio market value, history chart, and
accounts performance. Available for Desktop Mobile Web
6,260 GitHub Stars
Featured on Hacker News Wealthfolio featured on Product Hunt 
Wealthfolio repository Trendshift badge

WHY CHOOSE WEALTHFOLIO?

A beautiful portfolio tracker that respects your privacy and your
data

1

Privacy-First Approach

Your data never leaves your device. As an open-source project, we
prioritize security and transparency.

2

Simple and Beautifully Crafted

Powerful features wrapped in an elegant, easy-to-use interface.
Simplicity meets sophistication.

3

No Hidden Costs

Free to use with optional one-time payment. No subscriptions or
recurring fees.

THE ESSENTIALS YOU NEED TO TRACK YOUR WEALTH

No More Messy Spreadsheets or Privacy Concerns - Just You and Your
Secure, Personal Wealth Companion Application

Accounts Aggregation

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

Comprehensive View

See all your accounts in one place.

CSV Import

Easily import your CSV statements.

Accounts Aggregation

Holdings Overview

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

Portfolio Insights

Understand your asset allocation.

Performance Tracking

Monitor how your investments are doing.

Holdings Overview

Performance Dashboard

See how your investments stack up, all in one place. Compare your
accounts side by side, check if you are beating the S&P 500, and
track your favorite ETFs without the hassle. No fancy jargon - just
clear, useful charts that help you understand how your money is
really doing.

Compare Your Accounts

See which accounts are doing best.

Beat the Market?

Check how you stack up against some popular indexes and ETFs.

Performance Dashboard

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.

Dividend Monitoring

Track your dividend income.

Interest Income

Keep an eye on interest earnings.

Income Tracking

Accounts Performance

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

Historical Data

View past performance trends.

Account Analysis

Analyze individual account performance.

Accounts Performance

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.

Target Setting

Define your financial goals.

Progress Monitoring

Track your progress towards goals.

Goals Tracking

Contribution Rooms and Limit Tracking

Stay on top of your contribution limits for tax-advantaged accounts
like IRAs, 401(k)s, or TFSAs. Track your available contribution room
and avoid over-contributing.

Limit Awareness

Know your contribution limits.

Avoid Over-Contribution

Prevent excess contributions.

Contribution Rooms and Limit Tracking
Extensibility

Extend Wealthfolio with Powerful Add-ons

Wealthfolio Add-ons showcase featuring Investment Fees Tracker, Goal
Progress Tracker, and Stock Trading Tracker

Investment Fees Tracker

Track and analyze investment fees across your portfolio with detailed
analytics and insights

Goal Progress Tracker

Track your investment progress towards target amounts with a visual
representation

Stock Trading Tracker

Simple swing stock trading tracker with performance analytics and
calendar views

Browse All Add-ons
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reserved.