Local-first portfolio tracker for investments, net worth, spending, and simulations
- Stars7.6k
- Forks514
- Open Issues256
AGPL-3.0
- Rust
- TypeScript
- JavaScript
About Wealthfolio
Wealthfolio is a local-first portfolio tracker for investments, net worth, spending, and simulations. Your data stays on your device with no cloud database and no account required, and manual tracking and CSV import are free forever.
It tracks holdings across multiple accounts and asset types, with time-weighted and money-weighted returns, benchmark comparison, historical analysis, activity management, goal planning, and multi-currency support. An addon system with a TypeScript SDK adds custom pages, navigation, components, and real-time events.
It is built with Tauri and Rust over a local SQLite database, and licensed under AGPL-3.0. Desktop apps cover macOS, Windows, and Linux, plus iOS, web, and Docker. Optional Wealthfolio Connect adds read-only brokerage sync for 30+ institutions and encrypted multi-device sync, while the core app works without it.
Key features
- Portfolio tracking across multiple accounts and asset types
- Time-weighted and money-weighted return analysis
- Activity import and goal planning with allocation management
- Optional read-only broker sync for 30+ institutions
- Addon system with TypeScript SDK and real-time events
Details
- On GitHub since
- 2024
- Platforms
- Windows · macOS · Linux · iOS · Web · Docker
- Deployment
- self-hostable · docker · offline-first
- Database
- Local SQLite on device
- Language
- Rust · TypeScript
- License
- AGPL-3.0