Wealthfolio is a self-hosted investment portfolio tracker that stores all data locally in a SQLite database, tracking stocks, ETFs, crypto, and manual assets across multiple accounts without credential sharing or cloud sync.
The Problem
Most investment portfolio trackers require syncing brokerage credentials through third-party aggregation services like Plaid or Yodlee. This creates both security concerns (sharing brokerage credentials) and privacy concerns (storing your net worth data on external servers). Personal finance apps like Mint have been discontinued; YNAB and Empower require ongoing subscriptions and cloud access.
How Wealthfolio Solves It
Wealthfolio is a desktop Tauri application (Rust/JavaScript) that stores all portfolio data in a local SQLite database. Add accounts, enter transactions manually, and track performance against benchmarks. Market data is fetched directly from APIs on your machine without an intermediary service. No account required, no data leaves your device. MIT licensed; available for Windows, macOS, and Linux.
Key Features
- Local-first data storage in SQLite: no cloud sync, no credential sharing, no account required
- Multi-account support: track multiple brokerage, crypto, and manual accounts in one dashboard
- Transaction-based portfolio history: enter buys, sells, dividends, and deposits for accurate cost basis
- Performance tracking: returns by account, asset class, and time period with benchmark comparison
- Dividend tracking and income calendar for yield-focused portfolios
- MIT licensed; built on Rust/Tauri for native desktop performance on Windows, macOS, and Linux
Who It's For
Wealthfolio is best for privacy-conscious investors who want a comprehensive portfolio tracker that never sends financial data to external servers, particularly those who distrust credential-sharing aggregation services or whose brokerages are not supported by mainstream aggregators.
Compared to Empower Personal Capital
Unlike Empower Personal Capital, Wealthfolio stores all portfolio data locally and requires no account or credential sharing. Empower provides a managed service with financial advisor features and automatic brokerage sync; Wealthfolio requires manual transaction entry but keeps your investment data completely private on your own device.
