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wealthfolio

wealthfolio• Pinned

wealthfolio: An open-source, private portfolio tracker for investments, net worth, spending, and simulations.

What problem it solves

Personal finance data often depends on accounts, cloud services, or optional integrations. Wealthfolio addresses this by keeping data on the user's device while supporting manual tracking, CSV import, portfolio analysis, and financial planning.

Key features

  • Portfolio and net worth tracking — Track investments across accounts and asset types, including options and short positions. Net worth views combine liabilities, loans, mortgages, real estate, vehicles, and investments.

    Source: README

  • Performance and activity management — Analyze time-weighted and money-weighted returns, compare benchmarks, select a cost-basis method, and import or manage trading activities.

    Source: README

  • Spending, budgets, and planning — Categorize transactions with rules, create budgets, track financial goals, simulate savings, and plan retirement or FIRE.

    Source: README

  • Privacy and local-first storage — Keep financial data on the device with optional database encryption, app lock, and separate profiles. Manual tracking and CSV import remain available without an account.

    Source: README

  • Extensible addon system — Extend the application with a typed TypeScript SDK, permission controls, custom interface elements, real-time events, data access, and isolated asset packaging.

    Source: README, docs/addons/index.md

Quick start

Copied verbatim from the project's README.

   git clone https://github.com/wealthfolio/wealthfolio.git
   cd wealthfolio

Who it may suit

This may suit people who want to track investments and personal finances without placing their records in a cloud database. It may also suit developers interested in extending a cross-platform finance application through addons.

Topics to discuss

  • Which workflows should receive better support for manual tracking and CSV imports?

  • What local-first encryption and multi-device sync expectations should guide future work?

  • Which addon capabilities would be most useful to developers and finance-focused communities?

Written by ReadmeX AI from the project's README, source and public GitHub data; it may contain mistakes.

Read the original README https://github.com/wealthfolio/wealthfolio#readme

ReadmeX opened this community for a trending project; it is not run by the project. Maintainers can claim it from the community page.

github.comhttps://github.com/wealthfolio/wealthfolio

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