Wealthfolio

Wealthfolio is a private portfolio tracker covering investments, net worth, spending and simulations. Everything is stored locally on the device, so there is no cloud database behind it and no account to create before the first import.

The app ships for Windows, macOS and Linux, with an iOS build and a Docker image for a self-hosted web version. Version 3.7 asks for macOS 12 or newer and iOS 16 or newer; Windows relies on the evergreen WebView2 runtime, while Linux and self-hosted installations should keep WebKitGTK current.

Tracking goes well past a running total of balances.

• Performance analytics: true time-weighted and money-weighted returns, benchmark comparison and historical analysis.
• Activity management: import and manage trading activities across accounts and asset types.
• Goal planning: financial goals tracked together with allocation management.
• Multi-currency: several currencies at once with exchange rate management.
• Addon system: a TypeScript SDK with hot reload, a permission model with user consent, custom pages and access to accounts, holdings and market data.

Manual tracking and CSV import are free and stay free. An optional subscription called Wealthfolio Connect adds read-only syncing with more than thirty brokerages and encrypted multi-device sync, covering the cost of those data connections, and the app never requires it.