Wealthfolio is a beautiful, open-source portfolio tracker that runs locally on your devices. It helps you monitor all your accounts in one place, analyze performance, track dividends and fees, and set financial goals — all while keeping your data private and under your control.
⭐ Features
🔒 Privacy-first — Runs locally, keeping your financial data secure and offline.
📂 Account aggregation — Import CSV statements and view all accounts together.
📊 Analytics — Track asset allocation, fees, dividends, and interest earnings.
📈 Performance insights — Compare accounts against indexes and ETFs, view past trends.
🎯 Goal tracking — Define financial goals and monitor progress visually.
📅 Trading tracker — Simple swing stock trading with calendar views and performance analytics.
🛠️ Open-source — Transparent, community-driven development.
