Wealthfolio
Private, open-source investment tracker and personal finance app.
What is Wealthfolio?
Wealthfolio is a Budgeting tool. Private, open-source investment tracker and personal finance app. It is available on macOS. It is aimed at investors, personal finance enthusiasts and financial analysts.
Wealthfolio is a private, open-source app for tracking investments, net worth, and spending locally without requiring an account. It provides a comprehensive financial view with features like CSV import, budgeting, and AI-driven insights.
Built for investors, personal finance enthusiasts, financial analysts and budgeters.
Key capabilities
Features
Investments Tracking
Comprehensive View
CSV Import
Net Worth Tracking
Complete Financial Picture
Net Worth Over Time
Spending & Budgets
Auto-Categorization
Budgets & Insights
Allocation Targets & Rebalance
Use cases
- Track investments and financial data locally without an account
- Import financial data from CSV files for analysis
- Monitor net worth and financial goals over time
- Manage spending and budgeting with auto-categorization
- Set allocation targets and create rebalance plans
- Get portfolio insights through the AI assistant
Who it's for
- Investors
- Personal Finance Enthusiasts
- Financial Analysts
- Budgeters
Pros & cons
Pros
- Public API available
Cons
No documented limitations yet.
AI models
- Claude Opus
Developer & API
Public MCP API available
Open source· AGPL-3.0· 9.1K stars· 743 forks
Security & compliance
- Data deletion
As stated on Wealthfolio's website — not independently verified by AiByts.
FAQ
What is Wealthfolio?
Wealthfolio is a Budgeting tool. Private, open-source investment tracker and personal finance app. Wealthfolio is a private, open-source app for tracking investments, net worth, and spending locally without requiring an account. It provides a comprehensive financial view with features like CSV import, budgeting, and AI-driven insights.
Does Wealthfolio have an API?
Yes, Wealthfolio offers a public MCP API for building custom integrations.
What platforms does Wealthfolio support?
Wealthfolio is available on macOS.
Who should use Wealthfolio?
Wealthfolio is built for investors, personal finance enthusiasts, financial analysts and budgeters. Common uses: track investments and financial data locally without an account, import financial data from CSV files for analysis, monitor net worth and financial goals over time and manage spending and budgeting with auto-categorization.
What does Wealthfolio integrate with?
Wealthfolio integrates with Discord, GitHub and X.
Is Wealthfolio open source?
Yes, Wealthfolio is open source under the AGPL-3.0 license.
What are the best alternatives to Wealthfolio?
Similar tools on AiByts include Talvo, Ray, Financial Fitness Passport, Text Agent Store and Jupid.
Wealthfolio news & updates
Details are compiled from Wealthfolio's website and public sources, last verified Oct 6, 2026. Features and pricing change — confirm on the official site before you buy.
Try Wealthfolio
Visit the official website
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