Wealthfolio

About Wealthfolio

Wealthfolio is an open-source personal finance app with views for holdings, net worth and spending. Add one investment account and a small transaction history to see how the holdings and performance views interpret your data. The app runs locally, and the project offers separate connected features for people who want additional services. It can suit someone moving beyond a portfolio spreadsheet while keeping a local copy of their records. Check import support and any optional account connections for your setup. Compare the results against one statement and decide how you will back up the data before moving your full history.