Wealthfolio
A beautiful, private, and open-source app to track investments, net worth, spending, and financial planning locally on all your devices without requiring an account.
Wealthfolio is an open-source alternative to:
Wealthfolio is a private, open-source investment tracker and personal finance app designed to help you manage your finances securely and locally.
Key Features
- Investments Tracking: Monitor holdings, performance, allocation, and income across all your accounts from various brokers and banks.
- Net Worth Tracking: Visualize your complete financial picture by tracking assets and liabilities over time.
- Spending & Budgets: Track cash flow, auto-categorize transactions, and create personalized budgets.
- Portfolio Insights: Analyze asset allocation, sector exposure, and geographic distribution for better investment decisions.
- Performance Dashboard: Compare accounts and benchmark against benchmarks like the S&P 500 or ETFs.
- Retirement & FIRE Planner: Simulate retirement plans with a Monte Carlo Risk Lab and FIRE mode.
- Goals & Save-Up Planner: Project savings targets with milestone glide paths and on-track status.
- Allocation Targets & Rebalance: Set allocation targets and receive guidance on rebalancing your portfolio.
Tech / Self-Hosting
Wealthfolio is built with modern web technologies and runs entirely locally on your devices. No account or cloud dependency is required, ensuring maximum privacy and control over your financial data. The app is open-source and can be self-hosted if desired.