Wealthfolio: Private Finance
Local-first Investment Tracker
Free
A beautiful, private, and open-source investment and net worth tracker that runs locally on all your devices
• Beautiful: Interactive heatmaps and allocation charts.
• Smart: Deep insights into risk exposure and portfolio performance.
• Private: Open-source transparency. Your data never leaves your device.
• Built-in AI assistant with support for local and cloud AI providers, and full control over AI data access.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
- Custom market data providers to fetch prices
- Revamped and improved CSV import with ISIN support, encoding detection, asset review step, and smarter duplicate handling
- Income page: filter by account and new stacked chart view
- AI assistant now supports file attachments (CSV, images, PDF)
- Bug fixes: expired options handling, DRIP dividends, mobile chart interactions, valuation accuracy, and more
The developer, Teymz Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Size
- 242.9 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Mac
Requires macOS 10.13 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Provider
Teymz Inc
- Teymz Inc has not identified itself as a trader for this app. If you are a consumer in the European Economic Area, consumer rights do not apply to agreements between you and the provider.
- Copyright
- © 2026 Teymz Inc.