# 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 limitation. - [Fidelity](https://wealthfolio.app/markdown/portfolio-tracker/fidelity/index.md): OAuth, daily data delayed by up to 24 hours, two-year activity coverage, and NetBenefits eligibility. - [Interactive Brokers](https://wealthfolio.app/markdown/portfolio-tracker/interactive-brokers/index.md): Flex Query setup, daily data delays, two-year activity coverage, and CSV import options. - [Kraken](https://wealthfolio.app/markdown/portfolio-tracker/kraken/index.md): Read-only API-key permissions, activity coverage, and the missing cost-basis limitation. - [Moomoo](https://wealthfolio.app/markdown/portfolio-tracker/moomoo/index.md): OAuth setup and buy-or-sell activity coverage. - [PNC](https://wealthfolio.app/markdown/portfolio-tracker/pnc/index.md): Read-only OAuth setup and available investment-account data. - [Public](https://wealthfolio.app/markdown/portfolio-tracker/public/index.md): Read-only OAuth setup and available investment-account data. - [Questrade](https://wealthfolio.app/markdown/portfolio-tracker/questrade/index.md): OAuth, activity coverage, and account-eligibility limitations. - [Robinhood](https://wealthfolio.app/markdown/portfolio-tracker/robinhood/index.md): Read-only OAuth setup and available portfolio data. - [tastytrade](https://wealthfolio.app/markdown/portfolio-tracker/tastytrade/index.md): Read-only OAuth setup and available investment-account data. - [TIAA](https://wealthfolio.app/markdown/portfolio-tracker/tiaa/index.md): Read-only OAuth setup and available retirement and investment data. - [Trading 212](https://wealthfolio.app/markdown/portfolio-tracker/trading-212/index.md): Read-only API-key permissions, eligible account types, sync behavior, and data caveats. - [Transamerica](https://wealthfolio.app/markdown/portfolio-tracker/transamerica/index.md): Read-only OAuth setup and available retirement-account data. - [Upstox](https://wealthfolio.app/markdown/portfolio-tracker/upstox/index.md): OAuth setup and the transaction-history limitation. - [U.S. Bank](https://wealthfolio.app/markdown/portfolio-tracker/us-bank/index.md): Read-only OAuth setup and available investment-account data. - [Webull Canada](https://wealthfolio.app/markdown/portfolio-tracker/webull-canada/index.md): Read-only OAuth setup and available Canadian account data. - [Webull US](https://wealthfolio.app/markdown/portfolio-tracker/webull/index.md): Read-only OAuth setup and available US account data. - [Wells Fargo](https://wealthfolio.app/markdown/portfolio-tracker/wells-fargo/index.md): OAuth setup with stock-holding and transaction-history limitations. - [Zerodha](https://wealthfolio.app/markdown/portfolio-tracker/zerodha/index.md): OAuth setup and buy-or-sell activity coverage. ## Documentation - [Docs index](https://wealthfolio.app/markdown/docs/introduction/index.md): Entry point for all documentation. - [Quick start](https://wealthfolio.app/markdown/docs/quick-start/index.md): Get running in minutes. - [Introduction](https://wealthfolio.app/markdown/docs/introduction/index.md): What Wealthfolio is and how it's designed. - [Concepts](https://wealthfolio.app/markdown/docs/concepts/index.md): Activity types, tracking modes, performance metrics, market data and FX. - [User guide](https://wealthfolio.app/markdown/docs/guide/index.md): Accounts, activities, dashboards, goals, retirement planning, data export, settings. - [Mobile apps](https://wealthfolio.app/markdown/docs/guide/mobile/index.md): Install Wealthfolio from the App Store or Google Play, or use a self-hosted instance as a PWA. - [CSV import](https://wealthfolio.app/markdown/docs/guide/csv-import/index.md): Map broker exports to Wealthfolio activities, with per-broker recipes. - [AI Assistant](https://wealthfolio.app/markdown/docs/guide/ai-assistant/index.md): Chat with your portfolio — local via Ollama or BYO API key. - [MCP server](https://wealthfolio.app/markdown/docs/guide/mcp-server/index.md): Connect external AI agents (Claude, Cursor, Windsurf, Cline) over the Model Context Protocol with scoped tokens. - [Self-hosting](https://wealthfolio.app/markdown/docs/guide/self-hosting/index.md): Docker, Docker Compose, Coolify, Proxmox, Unraid, reverse proxy. - [Add-ons getting started](https://wealthfolio.app/markdown/docs/addons/getting-started/index.md): Build your own add-on. - [Add-ons API reference](https://wealthfolio.app/markdown/docs/addons/api-reference/index.md): The add-on SDK surface. - [Add-ons v3.7 compatibility & assets](https://wealthfolio.app/markdown/docs/addons/v3-7-assets/index.md): Migrating 3.6 add-ons to the 3.7 dev protocol and packaging private assets. - [FAQ](https://wealthfolio.app/markdown/docs/faq/index.md): Common questions about Wealthfolio. ## Updates - [Changelog](https://wealthfolio.app/markdown/changelog/index.md): Versioned release notes. - [Blog](https://wealthfolio.app/markdown/blog/index.md): Product, engineering, and philosophy posts. - [Blog RSS](https://wealthfolio.app/rss.xml): RSS feed for blog posts. - [Changelog RSS](https://wealthfolio.app/changelog/rss.xml): RSS feed for releases. ## Machine-readable - [Full content bundle](https://wealthfolio.app/llms-full.txt): Optional combined Markdown of published static pages, including product information, docs, brokerage guides, blog, and historical release notes. - [Sitemap](https://wealthfolio.app/sitemap-index.xml): Full URL inventory. ## Company - [Contact](https://wealthfolio.app/markdown/contact-us/index.md): Support and inquiries. - [Privacy](https://wealthfolio.app/markdown/legal/privacy-policy/index.md): Privacy policy. - [Terms](https://wealthfolio.app/markdown/legal/terms-of-use/index.md): Terms of use. - [GitHub](https://github.com/wealthfolio/wealthfolio): Source code (open source, AGPL).