Wealthfolio

Wealthfolio — Private, Local-First Wealth Tracker

Wealthfolio is an open-source, private, local-first portfolio and net-worth tracker. Your financial data stays on your device (or your own server) — no account required, no cloud database, free forever. Pitch: "the simple, open-source portfolio tracker that keeps your financial data safe."

Overview

• Local-first & private — data lives in a local autonomous database; nothing leaves your machine unless you opt into Connect.
• Three forms — Desktop (macOS Apple Silicon/Intel, Windows x64/ARM64, Linux AppImage), Mobile (iOS now, Android soon), and Self-Hosted Web (Docker, browser access).
• Core data entry — manual activities or CSV import; the core app has no built-in broker integration.
• Wealthfolio Connect (optional paid) — automatic read-only broker sync (30+ institutions) and end-to-end-encrypted multi-device sync.
• Tracks — investments across accounts/asset types, cost basis & lots, performance vs. benchmarks, income (dividends/interest), spending & budgets, goals, retirement/FIRE, and contribution limits.
• Extensible — a Tauri (Rust + React) app with a developer addon system (live-reload dev mode, CLI scaffolding, typed addon API) and a local AI assistant (via Ollama).

Quick Start

1. Download for your OS from https://wealthfolio.app/download (or self-host with Docker).
2. Complete the onboarding wizard.
3. Add accounts (bank / investment / crypto).
4. Add activities manually or via CSV import.
5. Explore dashboards: portfolio value, gain/loss, income, goals.

Self-host in one command:

docker run -d --name wealthfolio -p 8088:8080 \
  -v wealthfolio-data:/data \
  -e WF_CORS_ALLOW_ORIGINS="http://localhost:8088" \
  afadil/wealthfolio:latest

Core Concepts

• Tracking modes — Holdings (simple: track current positions) vs Transactions (full activity history for precise cost basis & realized gains). See tracking-modes.
• Cost basis & lots — FIFO lot accounting drives realized/unrealized gains. See cost-basis-and-lots.
• Performance metrics — TWR vs MWR/money-weighted return, benchmarking. See performance-metrics.
• Market data & FX — quotes, multi-currency, and custom providers. See market-data-and-fx.

Documentation

Getting started

• Introduction — what it is, the three platforms, privacy model
• Quick Start — install, onboarding, first accounts & activities

Concepts

• Overview · Tracking Modes · Activity Types
• Cost Basis & Lots · Performance Metrics · Market Data & FX

User guide

• Overview · Dashboards · Activities · CSV Import · Accounts & Portfolios
• Spending & Budgets · Allocation Targets & Rebalancing · Goals · Retirement & FIRE · Contribution Limits
• Market Data Providers · Health Center · Settings · Export & Backup

Sync & AI

• Connect & Broker Sync · AI Assistant (Ollama) · Mobile

Self-hosting

• Overview · Configuration · Docker · Docker Compose
• Unraid · Proxmox · Coolify · Reverse Proxy

Addon development

• Getting Started — Node 20+, pnpm, dev mode, CLI scaffolding
• API Reference — the typed addon API surface

Reference

• FAQ · Glossary

Common Workflows

• Import a broker history: export CSV from your broker → map columns in the CSV Import wizard → review activity types → verify holdings.
• Self-host for the family: deploy via Docker Compose, set WF_CORS_ALLOW_ORIGINS, front it with a reverse proxy.
• Build an addon: clone the repo, run addon dev mode (live reload), scaffold with the CLI, code against the addon API.

Upstream Sources

• Documentation: https://wealthfolio.app/docs
• Repository: https://github.com/wealthfolio/wealthfolio
• Docker image: afadil/wealthfolio (https://hub.docker.com/r/afadil/wealthfolio)

Sync & Update

Docs under docs/ mirror the upstream wealthfolio.app/docs URL structure. Run discover-pages.sh to detect new upstream pages; run the sync script (or sync) to refresh cached docs. On diff, compare current docs/ vs upstream.