Wealthfolio
API—OSS—FREEyesDOCS4/5
WE6.1#47 of 81
outWeboutWindowsoutMacoutLinux—AndroidoutiOS
Ranked in Portfolio Management Software ·Free plan· paid from $2.99/mo
About
Wealthfolio is ranked #47 of 81 in portfolio management software on Inferse. It runs on iOS, Linux, macOS, Self-hosted, Web, Windows. There is a free plan. Paid plans start at $2.99/mo.
Compared on portfolio management software
- Free plan
- Yeswealthfolio.ai
- Paid from
- $2.99/user/mowealthfolio.ai
- Asset class coverage
- multi_asset_alternativeswealthfolio.ai
- Performance reporting
- Yeswealthfolio.ai
- Allocation analysis
- Yeswealthfolio.ai
- Risk analysis
- Yeswealthfolio.ai
- Tax-lot tracking
- Yeswealthfolio.ai
Facts
- Purpose
- Wealthfolio is a local-first, open-source investment tracker and personal finance app.wealthfolio.ai · 1 Oct 2026
- Investment tracking
- It tracks holdings, performance, allocation and income and imports CSV statements from brokers or banks.wealthfolio.ai · 1 Oct 2026
- Net worth
- It tracks properties, vehicles, collectibles, precious metals, cash and liabilities over time.wealthfolio.ai · 1 Oct 2026
- Planning
- Its planning tools include goals, save-up projections, retirement and FIRE simulations, rebalancing and contribution-limit tracking.wealthfolio.ai · 1 Oct 2026
- AI assistant
- The built-in AI assistant answers portfolio questions, imports transactions and suggests asset classifications and spending categories; users can bring an API key or use local models.wealthfolio.ai · 1 Oct 2026
- Broker integrations
- Wealthfolio Connect uses SnapTrade, a SOC 2 Type II certified aggregator, and supports 42+ institutions listed on its brokerage directory.wealthfolio.ai · 1 Oct 2026
- Connection access
- Broker connections are read-only and Wealthfolio says it never receives broker logins.wealthfolio.ai · 1 Oct 2026
- Encryption
- Connect encrypts data on the device before syncing, and encryption keys never leave users' devices.wealthfolio.ai · 1 Oct 2026
- Data storage
- The app stores financial data locally in an SQLite database, while Connect does not store transactions, holdings, balances or portfolio history.wealthfolio.ai · 1 Oct 2026
- Telemetry
- The app says it makes external calls only to market-data providers and the updater, with no analytics or telemetry.wealthfolio.ai · 1 Oct 2026
- Add-ons
- Wealthfolio supports TypeScript/React add-ons through a sandboxed runtime and permission-based security model.wealthfolio.ai · 1 Oct 2026
- Support
- Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access.wealthfolio.ai · 1 Oct 2026
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Where it ranks on Inferse
Sources
- wealthfolio.ai/docs/faq/· checked 1 Oct 2026
- wealthfolio.ai/features/· checked 1 Oct 2026
- wealthfolio.ai/features/ai-assistant/· checked 1 Oct 2026
- wealthfolio.ai/connect/brokerages/· checked 1 Oct 2026
- wealthfolio.ai/connect/· checked 1 Oct 2026
- wealthfolio.ai/docs/addons/· checked 1 Oct 2026
- wealthfolio.ai/docs/guide/self-hosting/· checked 1 Oct 2026