Wealthfolio is a beautiful, private personal finance tracker. Investments, net worth, budgeting, spending, and goals in one app.
- Beautiful: A polished, distraction-free interface with charts, heatmaps, and dashboards built to be lived in.
- Complete: Investments, net worth, budgeting, spending, and goals in one place.
- Smart: Deep insights into risk exposure, performance, and cash flow.
- Private: Your data never leaves your device.
- Open Source: Fully transparent and community-driven.
- AI: Built-in assistant with support for local and cloud providers, and full control over AI data access.
This app is providing exactly what I was looking for to track investments across multiple accounts and keep track of cost basis and lots. It’s a no nonsense app giving me the information I’m looking for and easy to keep information updated. Excited to see its further expansion of features. Appreciate its mobile app ability as setting up the desktop files on my own is outside of my comfort zone. Brings the power in a package that’s easy for non-developer types people to handle.
Well done
/05Knives
This app is really well-built. You can feel that the developer has given many thoughts in creating the features. I’m surprised that it hasn’t gotten much exposure yet, but I highly recommend it.
App Store Version Defunct
Thasro
Do not download this version. It’ll tell you to update to version 3.x.x and send you right back here. You’re better off just going to wealthfolio.app and downloading the full updated package from there.
- CSV imports keep the right exchange and currency for international listings.
- New activity types: DRIP, dividend-in-kind, and staking rewards.
- Lots of improvements and bug fixes.
Version 3.4.0
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.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More