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Wealthfolio

Wealthfolio is a private, open-source investment tracker and personal finance app that runs locally on all your devices. Track investments, net worth, and spending — your financial data stays on your device, with optional encrypted cloud sync via Wealthfolio Connect.

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Authority
51 reach 6 · trust 5 · quality 25 · freshness 15
Tier
listed
llms.txt
https://wealthfolio.app/llms.txt
llms-full.txt
https://wealthfolio.app/llms-full.txt
Sections
6
Links
58
Size
8767 bytes
Popularity rank
#709973
Country
— Publisher location unknown; CDN address excluded
Country evidence
No published address evidence collected yet
Categories
Finance and payments
For agents
Documentation: developer or product docs worth reading, nothing to call
First seen
2026-10-25T17:54:00.505Z
Last checked
2026-10-25T23:30:13.650Z
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Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-25T23:30:12.281Z. Cached copy · Source on wealthfolio.app

# Wealthfolio

> Wealthfolio is a private, open-source investment tracker and personal finance app that runs locally on all your devices. Track investments, net worth, and spending — your financial data stays on your device, with optional encrypted cloud sync via Wealthfolio Connect.

The desktop app supports macOS, Windows, and Linux, with native mobile apps for iOS and Android. The site (wealthfolio.app) covers product, pricing, downloads, docs, blog, release notes, and a marketplace for community-built add-ons.

## Product

- [Home](https://wealthfolio.app/markdown/index.md): Product overview and feature highlights.
- [Features](https://wealthfolio.app/markdown/features/index.md): Detailed list of supported features (holdings, performance, goals, retirement planning, options, bonds, multi-currency, etc.).
- [Wealthfolio Connect](https://wealthfolio.app/markdown/connect/index.md): Optional paid cloud-sync tier — connect banks and brokerages, sync between devices, plus a pricing table for individuals and households.
- [Download](https://wealthfolio.app/download/): Latest desktop builds for macOS, Windows, and Linux, plus native iOS and Android apps on the App Store and Google Play. The desktop app itself is pay-what-you-want.
- [Add-ons](https://wealthfolio.app/addons/): Community marketplace for plugins extending the desktop app.

## Brokerage guides

- [Supported brokerages](https://wealthfolio.app/markdown/connect/brokerages/index.md): Browse supported institutions and open the available compatibility, authentication, and limitation guides.
- [Alpaca Paper](https://wealthfolio.app/markdown/portfolio-tracker/alpaca-paper/index.md): OAuth setup and supported simulated portfolio data.
- [Chase](https://wealthfolio.app/markdown/portfolio-tracker/chase/index.md): Read-only OAuth setup and available investment-account data.
- [Charles Schwab](https://wealthfolio.app/markdown/portfolio-tracker/schwab/index.md): Read-only OAuth, two-year activity coverage, and Schwab data caveats.
- [Citi](https://wealthfolio.app/markdown/portfolio-tracker/citi/index.md): Read-only OAuth setup and available investment-account data.
- [Coinbase](https://wealthfolio.app/markdown/portfolio-tracker/coinbase/index.md): Read-only OAuth setup and available crypto portfolio data.
- [DEGIRO](https://wealthfolio.app/markdown/portfolio-tracker/degiro/index.md): Unofficial login-based connection, activity coverage, and CSV import trade-offs.
- [Edward Jones](https://wealthfolio.app/markdown/portfolio-tracker/edward-jones/index.md): Read-only OAuth setup and available investment-account data.
- [Empower](https://wealthfolio.app/markdown/portfolio-tracker/empower/index.md): OAuth setup and mutual-fund holding limitations.
- [E*Trade](https://wealthfolio.app/markdown/portfolio-tracker/etrade/index.md): Read-only OAuth setup and available investment-account data.
- [eToro](https://wealthfolio.app/markdown/portfolio-tracker/etoro/index.md): OAuth setup and the transaction-history lim
…

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