
Wealthfolio
Local-first personal finance with optional broker sync
About Wealthfolio
Wealthfolio is an open-source, local-first personal finance application designed for individuals who prioritize privacy and control over their financial data. It enables users to track investments, net worth, spending, and financial goals without relying on cloud-based storage or subscriptions. The core app functions seamlessly across desktop, iPhone, and iPad, with the option to self-host, providing flexibility for various user preferences. For those seeking automation, Wealthfolio Connect offers features like automatic brokerage synchronization, end-to-end encrypted device sync, and household sharing, making it suitable for managing multiple users or simplifying data entry. Its open-source nature encourages transparency and customization, appealing to tech-savvy users who want a secure and adaptable financial management tool. Overall, Wealthfolio stands out by combining privacy-centric design with powerful tracking capabilities, making personal finance management more accessible and secure.
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Pros
- ✓Open-source and highly customizable
- ✓Local data storage enhances privacy and security
- ✓Cross-platform support for desktop, iPhone, and iPad
- ✓Optional automated broker sync with Wealthfolio Connect
- ✓No mandatory account or subscription required
Cons
- ✗Manual data entry may be needed without Connect
- ✗Limited built-in automation features compared to cloud-based tools
- ✗Self-hosting may require technical skills
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Pricing
Pricing not verified
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