Wealthfolio
An open-source, local-first personal finance management application focused on investment tracking, net worth calculation, and expense recording. Core data is stored on the user's local device, with no account or subscription required.
Timeline (last 90 days)
Wealthfolio is an open-source personal finance management application focused on investment tracking, net worth statistics, expense recording, and financial goal management; it adopts a local-first design where financial data is stored on the user's local device, and core features can be used without an account or subscription.
Wealthfolio supports desktop, iPhone, and iPad, and also supports self-hosting.
Wealthfolio received 75 upvotes on Product Hunt, ranking 16th.
Wealthfolio is categorized under tags including Open Source, Investing, GitHub, and Personal Finance on Product Hunt.
Wealthfolio has only 1 comment on Product Hunt.
Wealthfolio has launched a value-added service called Wealthfolio Connect, offering three automated capabilities: automatic brokerage sync, end-to-end encrypted device sync, and family sharing.
Being open source means the community can audit how data is handled and stored, and even if something happens to the official team, the community can still fork the project and continue maintaining it.
A purely local solution means more manual maintenance, requiring users to enter transactions and update holdings themselves.
The challenges facing Wealthfolio include the onboarding barrier of a local-first solution for ordinary users, the coverage and stability of brokerage sync, and the pricing and perceived value of the paid Connect service.
All Facts (7)
Wealthfolio is an open-source personal finance management application focused on investment tracking, net worth statistics, expense recording, and financial goal management; it adopts a local-first design where financial data is stored on the user's local device, and core features can be used without an account or subscription.
50%UnverifiedWealthfolio supports desktop, iPhone, and iPad, and also supports self-hosting.
50%UnverifiedWealthfolio is categorized under tags including Open Source, Investing, GitHub, and Personal Finance on Product Hunt.
50%UnverifiedWealthfolio has launched a value-added service called Wealthfolio Connect, offering three automated capabilities: automatic brokerage sync, end-to-end encrypted device sync, and family sharing.
50%UnverifiedBeing open source means the community can audit how data is handled and stored, and even if something happens to the official team, the community can still fork the project and continue maintaining it.
50%UnverifiedA purely local solution means more manual maintenance, requiring users to enter transactions and update holdings themselves.
50%UnverifiedThe challenges facing Wealthfolio include the onboarding barrier of a local-first solution for ordinary users, the coverage and stability of brokerage sync, and the pricing and perceived value of the paid Connect service.
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