Wealthfolio is unclaimed —

Wealthfolio

Grow Wealth. Keep Control.·wealthfolio.app

Wealthfolio is a private, open-source investment tracker and personal finance app that runs locally on the user's devices. It tracks investment holdings, performance, net worth, spending, and financial planning (goals, retirement/FIRE, contribution limits) while keeping financial data on-device by default. An optional paid service, Wealthfolio Connect, adds automatic brokerage syncing and encrypted cross-device sync.

What it's for

Track investment holdings and performance across multiple brokers and banksImport broker/bank statements via CSVTrack net worth including properties, vehicles, collectibles, precious metals, and liabilitiesTrack spending and build budgets with auto-categorized transactionsSet allocation targets and get rebalancing plansTrack dividend and interest incomePlan and simulate retirement or FIRE scenariosSet savings goals with milestone trackingTrack contribution room for IRAs, 401(k)s, or TFSAsAsk an AI assistant questions about a portfolioSelf-host the app via Docker for browser accessConnect custom market data providers for niche assets

Features 19

Add-ons marketplace for community-built extensions
AI Assistant for portfolio Q&A and chat-based CSV import
AI-assisted asset classification and spending categorization
Allocation targets & rebalance planning
Contribution limit tracking (IRA, 401(k), TFSA)
CSV statement import from brokers/banks
Custom market data provider configuration (JSON, HTML, HTML Table, CSV sources)
Encrypted device sync and household sharing (via Connect)
Goals & Save-Up Planner with milestone glide path
Income tracking (dividends and interest)
Investments tracking across multiple accounts
Local SQLite database storage
MCP server for external AI agent access
Net worth tracking (assets and liabilities)
Performance dashboard with benchmark comparison (e.g., S&P 500)
Portfolio insights (asset allocation, sector, geography)
Retirement & FIRE Planner with Monte Carlo Risk Lab
Self-hosting via Docker, Docker Compose, Coolify, Proxmox, Unraid
Spending & budgeting with auto-categorization

At a glance

free tieropen sourceself-hostableAPI

TypeDesktop app

DeploymentHybrid

PlatformsWeb, Windows, macOS, Linux, iOS

Forindividuals, households

CompanyTeymz Inc.

Integrations

CoinGeckoTwelve DataPolygon.ioAlpha Vantage ProExchangeRate APIFT.comEuronextBorsa ItalianaMarketData.appOllamaClaudeCursorWindsurfCline

Resources

Pricing

The core Wealthfolio app is free and open source (download described as pay-what-you-want). Wealthfolio Connect is an optional paid subscription for brokerage automation and sync; its pricing table for individuals and households is not detailed with specific numbers in the available content.

WealthfolioFree

Free and open source; the downloadable desktop app is described as pay-what-you-want. No account required.

Wealthfolio ConnectQuote

Optional paid subscription described as adding automation and sync on top of the standalone or self-hosted app; a pricing table for individuals and households is referenced but exact prices are not shown.