Wealthfolio is a privacy-focused portfolio tracking application designed for investors who want complete control over their financial data. As an open-source desktop application, it operates entirely offline, ensuring that sensitive investment information never leaves your device.
Key Features
- Privacy-First Architecture: All data stays locally on your device with no cloud synchronization
- Comprehensive Portfolio Management: Track stocks, ETFs, cryptocurrencies, and other investments across multiple accounts
- Performance Analytics: Compare portfolio performance against benchmarks like S&P 500 with detailed charts and metrics
- Income Tracking: Monitor dividends, interest income, and other passive income streams
- Goal Setting: Define financial targets and track progress toward savings and investment goals
- Contribution Limit Management: Track tax-advantaged account limits (IRAs, 401(k)s, TFSAs) to avoid over-contribution
- CSV Import: Easily import statements from brokers and banks for automatic portfolio updates
- Extensible Platform: Add functionality through optional add-ons like Investment Fees Tracker and Stock Trading Tracker
Target Users
- Individual investors concerned about financial data privacy
- DIY investors managing multiple brokerage accounts
- Users who prefer offline software over cloud-based solutions
- Open-source enthusiasts who value transparency and security
- Investors tracking tax-advantaged retirement accounts
Unique Selling Points
- Zero Data Sharing: Unlike cloud-based portfolio trackers, Wealthfolio never transmits your financial data to external servers
- One-Time Payment Model: Free core functionality with optional one-time payments for premium features, avoiding subscription fees
- Cross-Platform Availability: Available for desktop, mobile, and web platforms
- Community-Driven Development: Open-source nature allows for community contributions and transparency in codebase
