Wealthfolio

The open-source, private portfolio tracker — investments, net worth, spending, and simulations.
Local-first: your data lives on your device.

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⬇️  Download for macOS · Windows · Linux  ·  📱 iOS App  ·  🐳 Docker

Introduction

Wealthfolio is an open-source, private portfolio tracker — investments, net worth, spending, and simulations. All your data is stored locally on your device: no cloud database, no account required, free forever.

For automatic brokerage syncing (30+ institutions, read-only) and encrypted multi-device sync, there's Wealthfolio Connect — an optional subscription that covers the real cost of the brokerage data connections. The app never requires it: manual tracking and CSV import are free, forever.

Visit the website at wealthfolio.app.

✨ Key Features

• 📊 Portfolio Tracking - Track your investments across multiple accounts and asset types
• 📈 Performance Analytics - True time-weighted and money-weighted returns, benchmark comparison, and historical analysis
• 💰 Activity Management - Import and manage all your trading activities
• 🎯 Goal Planning - Set and track financial goals with allocation management
• 🔒 Local Data - All data stored locally with no cloud dependencies
• 🔄 Optional Broker Sync - Auto-sync 30+ brokerages with Wealthfolio Connect (read-only, entirely optional)
• 🧩 Extensible - Powerful addon system for custom functionality
• 🌍 Multi-Currency - Support for multiple currencies with exchange rate management
• 📱 Cross-Platform - Desktop (Windows, macOS, Linux), iOS, and self-hosted Docker/web

Wealthfolio 3.7 requires macOS 12 or newer and iOS/iPadOS 16 or newer. macOS 12 installations should apply current macOS and Safari updates so the system WKWebView meets the Safari 16 browser floor. Windows uses the evergreen WebView2 runtime; Linux and self-hosted installations should keep WebKitGTK or their browser updated.

🧩 Addon System

Wealthfolio features a powerful addon system that allows developers to extend functionality:

• 🔌 Easy Development - TypeScript SDK with full type safety and hot reload
• 🔒 Secure - Comprehensive permission system with user consent
• ⚡ High Performance - Optimized for speed with minimal overhead
• 🎨 UI Integration - Add custom pages, navigation items, and components
• 📡 Real-time Events - Listen to portfolio updates, market sync, and user actions
• 🗄️ Full Data Access - Access to accounts, holdings, activities, and market data
• 🔐 Secrets Management - Secure storage for API keys and sensitive data
• 📦 Private Assets - Package images, fonts, media, configuration, and Wasm for the isolated addon sandbox

Get started building addons: See the Addon Documentation Hub

Documentation for all Activity types, including the required form fields, is available in docs/activities/activity-types.md.

Roadmap

See ROADMAP.md.

📖 Documentation

Core Application

• Activity Types - Complete guide to all supported activity types and their required fields
• Roadmap - Future plans and development roadmap

Architecture

• Adapter System - Compile-time environment detection for Desktop/Web builds

Addon Development

• Addon Documentation Hub - Main entry point for addon development
• Getting Started - Guide to get started with addon development
• API Reference - Complete API documentation with examples
• Architecture - Design patterns and architecture guide
• v3.6 to v3.7 Migration - Packaged assets and compatibility notes

Quick Links

• 💡 Official Addons - Browse maintained addon examples in the official addon repository
• 🧩 Community Addons - Browse addons shared by the community in the community addon directory
• 🛠️ Development Tools - CLI tools for addon development

Getting Started

Prerequisites

Ensure you have the following installed on your machine:

• Node.js
• pnpm
• Rust
• Tauri

Building from Source

1. Clone the repository:

   git clone https://github.com/wealthfolio/wealthfolio.git
   cd wealthfolio
   

2. Install dependencies using pnpm:

   pnpm install
   

3. Setup environment configuration:

   Copy the environment template and configure it for your setup:

   cp .env.example .env
   

   Update the .env file with your database path and other configuration as needed:

   # Database location
   DATABASE_URL=../db/wealthfolio.db
   

4. Run in Development Mode:

Build and run the desktop application using Tauri:

pnpm tauri dev

Addon Development Mode

Addon hot reload servers now start only when you explicitly opt in.

For desktop development with Tauri:

VITE_ENABLE_ADDON_DEV_MODE=true pnpm tauri dev

For browser-only development (Vite only, no Tauri):

pnpm dev:addons

You can also set VITE_ENABLE_ADDON_DEV_MODE=true in your .env file to persist the setting.

5. Build for Production:

Build the application for production:

pnpm tauri build

Web Mode (Browser + REST API server)

Run the web UI with a local Axum server with one command.

Quick Start

1. Setup environment (optional but recommended):

   Copy the example environment file and customize it for your setup:

   cp .env.web.example .env.web
   

   Edit .env.web to configure database path, ports, and other settings as needed.

2. Start both backend and Vite dev server:

   pnpm run dev:web
   

   The Vite dev server runs at http://localhost:1420 and proxies API calls to the Axum backend server.

Configuration

All configuration is done via environment variables in .env.web.

Server Configuration (WF_* variables):

• WF_LISTEN_ADDR - Server bind address (default: 0.0.0.0:8088)
• WF_DB_PATH - SQLite database path or directory (default: ./db/app.db)
  • If a direc