Wealthfolio

Wealthfolio is an open-source, self-hosted web app and server that tracks investments, net worth, and spending. It is designed as a local-first application where data resides on the user's device rather than a cloud database. The software is available as a desktop application for Windows, macOS, and Linux, as well as an iOS app and a self-hosted Docker image for web deployment.

Users can manage their finances through manual entry and CSV imports, which remain free. For those requiring automation, the software offers an optional subscription for read-only syncing with over 30 brokerage institutions and encrypted multi-device synchronization. The application operates without requiring a central account for its core local functionality, ensuring that financial data remains under the direct control of the user.

Key features

• Portfolio tracking across multiple accounts and asset types
• Time-weighted and money-weighted return analytics with benchmark comparison
• Trading activity management via manual entry or CSV import
• Financial goal planning and allocation management
• Local data storage with no mandatory cloud dependencies
• Optional read-only synchronization for 30+ brokerages
• Multi-currency support with exchange rate management
• Extensible addon system using a TypeScript SDK

The software is built with a Tauri-based desktop frontend and an Axum backend for web mode. It includes a comprehensive addon system that allows developers to add custom pages, navigation items, and components using a permission-based security model. This system provides full access to accounts, holdings, and market data while maintaining a secure environment for API keys. For self-hosted web deployments, the server supports password-only authentication and OpenID Connect (OIDC) integration with providers such as Authentik, Keycloak, and Authelia to manage user access.

Wealthfolio serves as a privacy-focused tool for individuals who want to monitor their wealth and investment performance without relying on proprietary cloud services. It targets users who prefer local data ownership and the ability to extend the software's functionality through community or custom addons.