Wealthfolio

Category

Fintech & Web3

Launched

November 21, 2025

Stage

Unknown

Pricing

free

Founder

a-fadil

Website

wealthfolio.app

Wealthfolio is an open source investment tracker that runs locally on all your devices. It provides a comprehensive view of your investments, net worth, and spending. Key features include investment tracking across multiple brokers, net worth tracking, spending and budget management, allocation targets with rebalancing plans, an AI assistant for portfolio questions, portfolio insights (asset allocation, sector exposure, geographic distribution), performance dashboard with benchmarking, income tracking (dividends, interest), goals and save up planner, retirement and FIRE planner with Monte Carlo simulation, and contribution limit tracking for IRA, 401(k), and TFSA. Data is stored locally, and an optional subscription service called Wealthfolio Connect provides brokerage sync, device sync, and household view.