@GYLQ520: Stocks, funds, crypto assets, cash management scattered across different apps. To view overall assets, you have to open each app and manually compile data in spreadsheets, which is time-consuming and makes it hard to see the big picture. Wealthfolio, an open-source and privacy-focused personal wealth management tool with 8600 Stars, available on both desktop and mobile.
Summary
Wealthfolio is an open-source, privacy-focused personal wealth management tool that supports local data storage, enabling unified management of multiple asset types such as stocks and funds, along with performance analysis.
View Cached Full Text
Cached at: 08/23/26, 03:31 AM
Wealthfolio
The open-source, private portfolio tracker — investments, net worth, spending, and simulations. Local-first: your data lives on your device. Website · Discord · Twitter · Releases
⬇️ Download for macOS · Windows · Linux · 📱 iOS App · 🐳 Docker
Similar Articles
@BTCqzy1: The hardest part about researching stocks and global assets is information integration. US stocks, A-shares, Hong Kong stocks, commodities, energy, and cryptocurrencies — on the surface they are different markets, but behind them all, they are driven by the same set of global macroeconomics, geopolitics, policy changes, and risk events. Yet these signals are scattered across different sites: OpenSky, exchanges, news sources, government data…
World Monitor is an open-source global intelligence dashboard that integrates 65+ external data sources, 500+ news sources, and 29 exchanges, providing real-time global risk visualization and AI-generated briefings.
@yanliudreamer: Sharing a website I highly recommend – a research tool designed for long-term investors by @QwQiao, https://mungermode.com. It tracks every SEC filing, earnings call, podcast, blog, insider transaction, and move related to the stocks you follow, plus updates on super-investors.
A research tool website designed for long-term investors. It tracks stock-related documents and extracts key insights while building counterarguments to deepen analysis.
@geekbb: Open-source A-share quantitative workstation, using TickFlow data for three tasks: stock selection, real-time monitoring, and backtesting. Built-in 20 stock selection strategies (Polars vectorization runs all A-shares in seconds), supports no-code custom signals, AI strategy writing, multi-condition monitoring rules + Feishu push. https:…
Open-source A-share quantitative workstation, based on TickFlow data, implements three functions: stock selection, real-time monitoring, and backtesting. Built-in 20 Polars vectorized strategies, supports AI strategy writing and Feishu push.
@YaelC_03: The best free tool I've used for researching individual stocks is @stock_analysisx. Hardly anyone in the Chinese community mentions it. It's a website specifically for researching single stocks. Financial reports, analyst forecasts, and business data are all organized together, and the UI is quite pleasant. @finviz_com is great for screening stocks: set your criteria and pick from thousands of US...
Recommends two free stock research tools: Stock Analysis and Finviz, and explains how to combine them to screen and analyze US stock individual stocks.
@BTCqzy1: Found an A-share open-source investment research tool — TradingAgents-Astock, deeply customized for A-shares, completely free data sources, direct connections to mootdx + East Money + Sina + Tencent Finance + Tonghuashun, no API Key required, with detailed data on dragon and tiger lists, lock-up expirations, and capital flows. ...
TradingAgents-Astock is an A-share specialized open-source investment research tool based on TradingAgents, built-in 7 Agent analysts, supporting free data sources and multiple large language models, with Web UI and CLI.