Wealthfolio: Private, open-source investment tracker
Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
Wealthfolio: Private, open-source investment tracker launched on September 6, 2024 with 924 votes, #16 of 5,281 launches that month and more than 99% of that year's launches. The site was still online in September 2026, 2 years on.
In plain words
Wealthfolio is an open-source desktop investment tracker for macOS, Windows, and Ubuntu. It allows users to manually log investment activities or import them from CSV files without relying on external integrations or subscription services. Built for those seeking privacy and an alternative to recurring SaaS fees, the tool offers a self-contained way to monitor portfolios locally.
written from the facts on this page · September 2026
From the sources
Wealthfolio is an open-source personal finance app for tracking investments, net worth, spending and financial goals. Your financial data is stored locally and the core app works without an account or subscription. Use it on desktop, iPhone, iPad or self-host it. If you want less manual upkeep, Wealthfolio Connect adds automatic brokerage sync, end-to-end encrypted device sync and household sharing.
Private, open-source investment tracker and personal finance app. Track investments, net worth and spending locally — no account required.
A beautiful, private and open-source investing and personal finance app that runs locally on all your devices. Track holdings, performance, allocation and income across your accounts. Watch a quick demo . Go deeper into the tools that help you understand, organize and plan your finances. All your brokers and banks in one view. Import CSV statements from anywhere. Track all your assets and liabilities to see your complete financial picture. Track cash flow, auto-categorize transactions, and build budgets that fit you. Understand your asset allocation, sector exposure, and geographic distribution. Compare accounts and benchmark against the S&P 500 or any ETF. Year-by-year simulation with a…from wealthfolio.app
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