Wealthfolio

Wealthfolio is an open‑source portfolio manager that stores all financial data locally, with an optional cloud sync service for brokerage integration and multi‑device access. Users can import CSV statements from any broker or bank, view assets and liabilities in a unified net‑worth dashboard, and track income such as dividends and interest. The application also provides performance comparisons against benchmarks, detailed asset‑allocation insights, and tools for monitoring contribution limits for retirement accounts.

The software includes an AI‑driven assistant that answers questions about the portfolio and generates insights, as well as goal‑tracking features that let users set savings targets and visualize progress. Add‑ons extend functionality with fee analysis, stock‑trading tracking, and household view sharing, while end‑to‑end encryption secures data during device sync.

Designed for macOS (and other platforms via desktop, mobile, or self‑hosted web), Wealthfolio runs entirely on the user’s devices, requiring no external account. Its open‑source nature allows inspection, for, and customization, and it imposes no limits on the number of accounts or portfolios that can be managed.