VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Wealthfolio Review, Pricing, and Features
Wealthfolio
Wealthfolio is a local-first portfolio tracker for holdings, performance, dividends, net worth, and imports. It suits investors who want privacy and manual control, not brokerage execution, a market terminal, or a hosted tax service.
Best for
- Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.
- Cost-sensitive investors who can use manual entry or CSV imports and want the core desktop, iOS, or self-hosted application without a required account or subscription.
- Households willing to pay for encrypted device sync and read-only brokerage imports while keeping the working portfolio database on their own devices.
Watch out
- Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
- Automatic brokerage imports require an eligible Connect plan and use SnapTrade. The official institution directory documents daily refreshes and broker-specific gaps such as missing transaction history, limited history, missing cost basis, or holdings-only coverage.
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Pricing
Free • From $3.99/mo · 4 plans
Core app
Free, local-first application for desktop, native iOS, and self-hosted web, with optional pay-what-you-want support.
Connect Basic
Optional encrypted device sync for one person.
Connect Essentials
Optional device sync and daily brokerage imports for one person.
Connect Duo
Optional household plan with device sync, account sharing, and daily brokerage imports.
Key features
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
- Add optional Connect device sync with end-to-end encrypted payloads and optional daily, read-only brokerage imports through SnapTrade.
- Connect's current institution directory lists 37 supported brokerages across the United States, Canada, Europe, Australia, and India.
- Extend the app with permission-scoped add-ons for portfolio workflows and custom views.
- Use Wealthfolio for tracking, analysis, and planning rather than brokerage execution or investment advice.
Data partners
Optional Wealthfolio Connect plans use SnapTrade for read-only brokerage connections and daily account-data sync.
FAQ
Is Wealthfolio free?
Not entirely. Wealthfolio includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Wealthfolio best for?
Wealthfolio is built for Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, and Index/Passive Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Wealthfolio support?
You can use Wealthfolio on Desktop, Mobile, and Web. Integrations include SnapTrade and Docker.
Which markets does Wealthfolio cover?
It tracks Stocks, ETFs, Mutual Funds, Bonds, Currencies, Cryptos + 2 more. Identifiers include Ticker and ISIN.
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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.