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Wealthfolio

wealthfolio.app·Personal finance & budgeting

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.

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

Overview

10 features

Wealthfolio is a Personal finance & budgeting project. It allows users to privately track and analyze their investment portfolios and finances across devices without sharing data with third parties. Wealthfolio is an open-source project aimed at individual investors and finance enthusiasts. Wealthfolio is open source under the AGPL-3.0 license. 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. Key capabilities include investment tracking, net worth tracking, and spending & budgets.

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

  • ✓Investment tracking
  • ✓Net worth tracking
  • ✓Spending & budgets
  • ✓CSV import
  • ✓AI assistant
  • ✓Portfolio insights
  • ✓Performance dashboard
  • ✓Income tracking
  • ✓Offline mode
  • ✓Cloud sync
Tags
portfolio-trackeropen-source-financeoffline-modecsv-importai-insights
AI capabilities
Weights: Open

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
Verified signals
✓HTTPS✓Privacy Policy✓Terms of Service✓Open Source✓Free tier✓GitHub · ★ 7.6k✓Active maintenance
Legal
Privacy Policy →Terms of Service →

Indexing history

1

What PulseGate has recorded for this listing

  1. Indexed16 Jun · 12:31 UTC
    Listing verified against its public source
    Source: PulseGate · Open ↗

Frequently asked questions about Wealthfolio

What does Wealthfolio do?
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 Personal finance & budgeting on PulseGate.
Who should use Wealthfolio?
Wealthfolio is an open-source project built for individual investors and finance enthusiasts.
Does Wealthfolio have a free plan?
Yes — Wealthfolio is open source under the AGPL-3.0 license and free to use.
What platforms does Wealthfolio run on?
Wealthfolio runs on the web, macOS, Windows, Linux, and iOS. It can also be self-hosted.
Is Wealthfolio still maintained?
The GitHub repository shows 1.2k commits in the last 90 days.
What are alternatives to Wealthfolio?
Similar projects tracked by PulseGate include Wealthie, Wealth Tracker, and Wealth eOffice.WealthieWealth TrackerWealth eOffice
Who develops Wealthfolio?
Wealthfolio is developed by Open Source Maintainers.
When did Wealthfolio launch?
Wealthfolio first shipped in 2024.

At a glance

Pricing
Open Source
Platforms
Web
Languages
English
Open source
Yes · ★ 7.6k
License
AGPL-3.0
Built for
individual investors and finance enthusiasts
Model
Open source
Solves
Allows users to privately track and analyze their investment portfolios and finances across devices without sharing data with third parties.

Registered as

GitHub
wealthfolio/wealthfolio

Developer

Open Source Maintainers
Community-driven
↗ GitHub

Open source

View on GitHub →
Stars
7,623
Forks
519
Open issues
256
Last commit
14 Jun 2026
Commits 90d
1,166
Contributors
41
Authorship
Community-driven
Default branch
main
Latest release
v3.5.2 · 10 Jun 2026

Index record

Identity confidence
Medium · 80.4
Indexed
16 Jun 2026
Lifecycle
Alive
Last seen
16 Jun 2026
Identity audit (12)
Slug
wealthfolio-open-source-offline-private-portfolio-trac-wealthfolio-app
Lifecycle last checked
8 Aug 2026
Verification state
Indexed for public listing
Listing state
Listed: yes
Index status
Included in index
Latest evidence snapshot
16 Jun 2026
Timeline basis
Indexed-at chronology. This listing's first-seen date was written by the catalog backfill, not observed here, so it is not treated as a sighting.
Name from
Derived from the project's own page and URL.
Category from
Assigned by the 2026 taxonomy migration.
Summary from
Written by a language model from public pages.
Languages from
Detected by a language model, checked against the page's own declaration.
Canonical URL
https://wealthfolio.app/

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