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Wealthfolio vs Portfolio Performance: catalog facts
WealthfolioPortfolio Performance
Free

The app is free and open source; Wealthfolio Connect is a separate optional service.

Free

Free and open source under the Eclipse Public Licence 1.0.

Windows, macOS, Linux, Self-hosted Windows, macOS, Linux
  • Data stays local with no account
  • Investments, net worth and budgets in one app
  • True time-weighted and internal rate of return, not a simplified percentage
  • Handles several accounts and depots as one portfolio
  • Imports rely largely on CSV statements
  • Planning features assume some financial knowledge
  • Eclipse-based, so it is heavy and the interface is unusual
  • The terminology assumes some investing knowledge
Downloadable app, Self-hosted Downloadable app
Open source Open source
License: AGPL-3.0 License: EPL-1.0
No account needed No account needed
Works offline Works offline

Checked September 23, 2026

Checked September 21, 2026

Catalog facts only. Anything “not stated” is unconfirmed. Check full listings for details.