Wealthfolio is a desktop application designed for individuals seeking a secure and private way to manage their investment portfolios, offering an open-source, local-first alternative to tools like Mint, YNAB, and QuickBooks—ensuring your financial data stays on your device without relying on cloud storage or subscriptions.
Key Features:
- Privacy-Focused: Your financial data stays local, ensuring maximum privacy and security.
- Open-Source: Benefit from community-driven development and transparency.
- Account Aggregation: Consolidate investment and savings accounts in one place.
- CSV Import: Easily import transaction data from brokers and banks.
- Holdings Overview: Get a clear view of your portfolio composition.
- Performance Dashboard: Track investment performance against benchmarks.
- Income Tracking: Monitor dividends and interest income.
- Goals Tracking: Set financial goals and monitor progress.
- Contribution Rooms and Limit Tracking: Stay informed about contribution limits for tax-advantaged accounts.
Use Cases:
- Personal Investment Management: Individuals managing their own investment portfolios.
- Privacy-Conscious Investors: Users who prioritize data privacy and security.
- DIY Financial Planning: Users seeking a straightforward tool for financial tracking and analysis.
- Open-Source Enthusiasts: Developers and users who value open-source software.
