Wealthfolio

Spec sheet

Purpose

Wealthfolio is a local-first, open-source investment tracker and personal finance app.Read 1 Oct 2026 · wealthfolio.ai

Free plan

YesRead 20 Sep 2026 · wealthfolio.ai

Paid from

2.99Read 20 Sep 2026 · wealthfolio.ai

Support

Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access.Read 1 Oct 2026 · wealthfolio.ai

Add-ons

Wealthfolio supports TypeScript/React add-ons through a sandboxed runtime and permission-based security model.Read 1 Oct 2026 · wealthfolio.ai

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.Read 1 Oct 2026 · wealthfolio.ai

Allocation analysis

YesRead 20 Sep 2026 · wealthfolio.ai

Asset class coverage

multi_asset_alternativesRead 20 Sep 2026 · wealthfolio.ai

Broker integrations

Wealthfolio Connect uses SnapTrade, a SOC 2 Type II certified aggregator, and supports 42+ institutions listed on its brokerage directory.Read 1 Oct 2026 · wealthfolio.ai

Connection access

Broker connections are read-only and Wealthfolio says it never receives broker logins.Read 1 Oct 2026 · wealthfolio.ai

Data storage

The app stores financial data locally in an SQLite database, while Connect does not store transactions, holdings, balances or portfolio history.Read 1 Oct 2026 · wealthfolio.ai

Encryption

Connect encrypts data on the device before syncing, and encryption keys never leave users' devices.Read 1 Oct 2026 · wealthfolio.ai

Investment tracking

It tracks holdings, performance, allocation and income and imports CSV statements from brokers or banks.Read 1 Oct 2026 · wealthfolio.ai

Net worth

It tracks properties, vehicles, collectibles, precious metals, cash and liabilities over time.Read 1 Oct 2026 · wealthfolio.ai

Performance reporting

YesRead 20 Sep 2026 · wealthfolio.ai

Planning

Its planning tools include goals, save-up projections, retirement and FIRE simulations, rebalancing and contribution-limit tracking.Read 1 Oct 2026 · wealthfolio.ai

Risk analysis

YesRead 20 Sep 2026 · wealthfolio.ai

Tax-lot tracking

YesRead 20 Sep 2026 · wealthfolio.ai

Telemetry

The app says it makes external calls only to market-data providers and the updater, with no analytics or telemetry.Read 1 Oct 2026 · wealthfolio.ai

Plans and prices

Every Wealthfolio plan and price →

Where Specifiction places it

• Portfolio Management Software#9 of 818.6
• Investment Tools#9 of 178.2