Wealthfolio

Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.

Forget juggling spreadsheets or compromising privacy with online apps. Choose Wealthfolio's simple, secure approach to manage your finances.

• Accounts Aggregation: Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your statements from your broker or bank.
• Accounts Performance: Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.
• Holdings Overview: Get a clear picture of what's in your portfolio. Stocks, bonds, or mutual funds - know what you have and how it's performing.
• Income Tracking: Monitor dividends and interest income across your entire portfolio. Get a clear view of your passive income streams, helping you make informed decisions about your investments.
• Goals Tracking: Set your savings targets clearly. Distribute your funds across these objectives, assigning a specific percentage to each. Keep an eye on your progress.