Wealthfolio

An open-source, local-first app for tracking investments, net worth, spending and retirement plans.

FreeOpen sourceWindowsmacOSLinuxSelf-hosted
Official websitewealthfolio.appDownload pagewealthfolio.appDocumentationwealthfolio.app

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About Wealthfolio

Wealthfolio keeps your financial data on your own devices and needs no account. It tracks holdings, performance, allocation and income across brokers and banks, with CSV import for statements from anywhere, plus net worth, cash flow and budgets.

Planning tools include a year-by-year retirement simulation with Monte Carlo analysis and a FIRE mode, and a goals planner. It can also be self-hosted, supports custom data providers and offers an MCP server for AI tools.

Strengths

  • Data stays local with no account
  • Investments, net worth and budgets in one app
  • Retirement and FIRE planner with Monte Carlo simulation
  • Self-hosting option

Limitations

  • Imports rely largely on CSV statements
  • Planning features assume some financial knowledge

Details

Pricing
FreeThe app is free and open source; Wealthfolio Connect is a separate optional service.
License
AGPL-3.0
Developer
The Wealthfolio contributors
Platforms
Windows, macOS, Linux, Self-hosted
How it runs
Downloadable app, Self-hosted
Account
Not required
Works offline
Yes
Best suited for
Investors who want a private portfolio tracker on their own machine
Last verified
Added
Provenance
Facts checked against the developer's own pages and store listings, 1 sources on file.

Alternatives to Wealthfolio

Compare all

Software that can replace Wealthfolio for an important use case, and what changes if you switch.

  • Ghostfolio

    A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.

    FreemiumOpen sourceLinuxSelf-hostedWeb

    Ghostfolio is also open source under AGPL-3.0 and self-hostable, running as a web dashboard that needs Docker, PostgreSQL and Redis, with no budgeting or retirement planner.

  • Portfolio Performance

    Calculates how your investments are actually doing across several accounts, using the measures a professional would use.

    FreeOpen sourceWindowsmacOSLinux

    Portfolio Performance is a free EPL-licensed desktop app with local data, true time-weighted and internal rates of return, and community PDF importers for many brokers.

  • Sharesight

    An online stock portfolio tracker that reports performance, dividends and investment tax figures.

    FreemiumProprietaryWeb

    Sharesight is a hosted service with hundreds of broker integrations and tax reporting, but its free plan is limited to 10 holdings and one portfolio.

  • Snowball Analytics

    An online portfolio tracker for stocks, ETFs and funds with a focus on dividend income.

    FreemiumProprietaryAndroidiOSWeb

    Snowball Analytics is a hosted tracker with automatic connections to over 1,000 brokers and dividend tools, with full features requiring a paid plan.

  • Parqet

    A portfolio tracker that visualises the performance of stocks, ETFs and crypto, including dividends.

    FreemiumProprietaryAndroidiOSWeb

    Parqet is a hosted tracker for stocks, ETFs and crypto that combines brokerage accounts on web and mobile, with the service primarily in German.

  • getquin

    A web platform for tracking net worth, investment portfolios and dividend income across accounts.

    FreemiumProprietaryWeb

    getquin is a hosted web platform that connects to many brokerages and banks for net worth and dividend tracking, requiring an account and linked financial accounts.

  • Kubera

    A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.

    PaidProprietaryWeb

    Kubera is a paid hosted net worth tracker that covers property, cars and alternative assets in all currencies, with data held on its service.

  • Finary

    A wealth-tracking app that combines investments, crypto, savings and budget into one net-worth view.

    FreemiumProprietaryAndroidiOSWeb

    Finary combines investments, crypto, savings and budget into one hosted net worth view on web and mobile, oriented toward French users and account types.

Wealthfolio as an alternative

Listings that name Wealthfolio as an alternative.

  • Boldin

    Web-based retirement and financial planning software for building plans and running what-if scenarios.

    FreemiumProprietaryWeb

    Wealthfolio is a free AGPL-3.0 desktop app that keeps data locally with no account, pairing a Monte Carlo retirement planner with investment and net worth tracking.

  • FIRECalc

    Web retirement calculator that tests a withdrawal plan against every historical market period since 1871.

    FreeProprietaryWeb

    Wealthfolio is a free AGPL-3.0 desktop app with a Monte Carlo retirement and FIRE planner that runs locally alongside investment and net worth tracking.

  • ProjectionLab

    A web tool for simulating long-term finances, retirement and financial independence plans.

    FreemiumProprietaryWeb

    Wealthfolio is a free open-source desktop app with a retirement and FIRE planner using Monte Carlo simulation, keeping data local alongside investment tracking.

  • Sure

    A self-hostable personal finance and net-worth app maintained by the community as a fork of Maybe Finance.

    FreeOpen sourceWebSelf-hosted

    Wealthfolio is an open-source, local-first desktop app covering investments, net worth and budgets, with a self-hosting option and a Monte Carlo retirement planner.

Similar software

Related functionality, not necessarily a direct replacement.

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