Wealthfolio: Open-Source Desktop Portfolio Tracker

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Wealthfolio: Private & Offline Portfolio Tracking

Wealthfolio is a standout tool for anyone who wants to track their investments without handing over their financial data to a third-party cloud service. It’s an open-source, desktop-based application that runs locally on your machine, ensuring your data stays with you.

If you’re looking for a beautiful, privacy-focused alternative to web-based trackers, this is it.

Key Features

🔒 Privacy First

Your data is stored locally on your device. No cloud servers, no tracking, no subscriptions. You own your financial information.

📊 Comprehensive Portfolio Dashboard

Get a clear overview of your net worth, asset allocation, and performance.

  • Holdings Overview: Track Stocks, ETFs, and Cryptocurrencies.
  • Accounts Aggregation: See all your accounts in one place (supports CSV imports).
  • Performance: Compare your portfolio against benchmarks like the S&P 500.

💰 Income & Goals

  • Income Tracking: Monitor dividends and interest payments.
  • Goal Setting: Set financial targets and track your progress visually.
  • Contribution Limits: Stay on top of limits for tax-advantaged accounts (like IRAs or TFSAs).

Platforms

Wealthfolio is cross-platform and available for:

  • 🍎 macOS
  • 🪟 Windows
  • 🐧 Linux

Get Started

You can download the latest version from the official website or check out the code on GitHub.

🔗 Website: wealthfolio.app

🔗 GitHub: github.com/afadil/wealthfolio

Why This Tool Rocks

  • Offline & Private: In an era of data breaches, keeping your financial data offline is a huge plus.
  • Open Source: You can audit the code, contribute, or just rest easy knowing the community is watching.
  • Beautiful UI: It doesn’t look like a spreadsheet from 1995. It has a modern, clean interface.
  • No Fees: It’s free to use (though supporting open-source developers is always cool).

Crepi il lupo! 🐺