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Wealthfolio

wealthfolio.appInvesting & portfolios

PulseGate's liveness check found it on 9 Oct 2026; it is registered on GitHub and has been in the index since 16 Jun 2026. How this is checked

Wealthfolio is an open-source, privacy-focused portfolio tracker that helps users manage investments, track net worth, and analyze financial performance across web, desktop, and mobile platforms. It offers offline functionality, CSV import, AI-powered insights, and optional cloud sync, making it ideal for privacy-conscious investors.

Inferred · not functionally tested

Open SourceAGPL-3.0WebmacOSWindowsLinuxiOSAndroid
Wealthfolio preview
Visit wealthfolio.app
7.6kstars
519forks
10features
2024since

Overview

6 features

Purpose: Allows users to privately track and analyze their investment portfolios and finances across devices without sharing data with third parties.

Inferred · not functionally tested

Audience: individual investors and finance enthusiasts

Inferred · not functionally tested

Functions: analytics

Inferred · not functionally tested

Interfaces: API: unknown · MCP: unknown · CLI: unknown · Self-hosting: indicated (inferred, not tested)

Recorded constraints: pricing: open_source · license: AGPL-3.0 · platforms: WEB · deployment: browser, macos, windows, linux, ios, android, self_hosted

Constraint provenance is unknown; confirm requirements with the publisher.

Record sources: wealthfolio.app · github.com. These links do not verify the individual claims.

Wealthfolio is an Investing & portfolios project. Inferred · not functionally tested: It allows users to privately track and analyze their investment portfolios and finances across devices without sharing data with third parties. Inferred · not functionally tested: Wealthfolio is an open-source project aimed at individual investors and finance enthusiasts. Basis unknown · not verified: Wealthfolio is open source under the AGPL-3.0 license. Basis unknown · not verified: Wealthfolio is available on the web, macOS, Windows, Linux, and iOS, and it can be self-hosted.

Open Source Maintainers builds and maintains Wealthfolio, and it first shipped in 2024. Development happens publicly on GitHub with 7.6k stars and 1.2k commits in the last 90 days. Inferred · not functionally tested: Key capabilities include investment tracking, net worth tracking, and spending & budgets.

Summary written by a language model from the project’s public pages.

Tasks: Inferred · not functionally tested

  • Investment tracking
  • Net worth tracking
  • Spending & budgets
  • CSV import
  • AI assistant
  • Portfolio insights

Topics: Inferred · not functionally tested

Tags
portfolio-trackeropen-source-financeoffline-modecsv-importai-insights
AI capabilities
Weights: Open

JSON profile · Text profile · Access guide

Built with & integrations

Framework
Astro
Hosting
Cloudflare
Runs on
BrowsermacOSWindowsLinuxiOSAndroidSelf-hosted
Detected from
Astro
/_astro/ in the HTML
Cloudflare
cf-ray header · cf-cache-status header

Trust & compliance

License
AGPL-3.0
Public signals

Indexing history

What PulseGate has recorded for this listing

Nothing recorded for this listing in this window.

Frequently asked questions about Wealthfolio

What does Wealthfolio do?
Inferred · not functionally tested: Wealthfolio allows users to privately track and analyze their investment portfolios and finances across devices without sharing data with third parties. It is catalogued under Investing & portfolios on PulseGate.
Who should use Wealthfolio?
Inferred · not functionally tested: Wealthfolio is an open-source project built for individual investors and finance enthusiasts.
Does Wealthfolio have a free plan?
Basis unknown · not verified: Yes — Wealthfolio is open source under the AGPL-3.0 license and free to use.
What platforms does Wealthfolio run on?
Basis unknown · not verified: Wealthfolio runs on the web, macOS, Windows, Linux, and iOS. It can also be self-hosted.
Is Wealthfolio still maintained?
PulseGate's liveness check found it on 9 Oct 2026. Its GitHub repository shows 1.2k commits in the last 90 days.
What are alternatives to Wealthfolio?
Similar projects tracked by PulseGate include Wealthie, WealthYogi, and Wealth eOffice.WealthieWealthYogiWealth eOffice
Who develops Wealthfolio?
Wealthfolio is developed by Open Source Maintainers.
When did Wealthfolio launch?
Wealthfolio first shipped in 2024.

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