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.
✨ 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 system that allows developers to extend
functionality:
- 🔌 Easy Development - TypeScript SDK with full type safety and hot reload
- 🔒 Secure - Comprehensive permission system with user consent
- ⚡ High Performance - Optimized for speed with minimal overhead
- 🎨 UI Integration - Add custom pages, navigation items, and components
- 📡 Real-time Events - Listen to portfolio updates, market sync, and user
actions
- 🗄️ Full Data Access - Access to accounts, holdings, activities, and market
data
- 🔐 Secrets Management - Secure storage for API keys and sensitive data
- 📦 Private Assets - Package images, fonts, media, configuration, and Wasm
for the isolated addon sandbox
Get started building addons: See the
Addon Documentation Hub
Documentation for all Activity types, including the required form fields, is
available in
docs/activities/activity-types.md.
Roadmap
See ROADMAP.md.
📖 Documentation
Core Application
- Activity Types - Complete guide to
all supported activity types and their required fields
- Roadmap - Future plans and development roadmap
Architecture
- Credential Storage - Native
backends, server encryption, Android backup, and recovery
- Android Testing - Setup, emulator/device
commands, APK builds, and smoke tests
- Adapter System - Compile-time environment
detection for Desktop/Web builds
Addon Development
Quick Links
Getting Started
Prerequisites
Ensure you have the following installed on your machine:
This is the beginning of the README. Read the rest at the original. Read the full README ↗
