@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.

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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.

Stocks, funds, crypto assets, cash management scattered across different apps. To view your overall assets, you have to open each app and manually compile data in spreadsheets, which is time-consuming and makes it difficult to grasp the full picture. Wealthfolio is an open-source, privacy-focused personal wealth management tool with 8600 Stars, available on both desktop and mobile devices. It offers unified management of various asset portfolios, recording transactions, tracking net worth and daily expenses, along with features like performance analysis, benchmark comparison, and investment simulation. The key feature is local-first: data is stored on your device by default, with no need for account registration or cloud dependence. It supports multiple accounts, multi-currency, brokerage synchronization, and plugin extensions, providing a versatile toolset. Link: https://github.com/wealthfolio/wealthfolio…
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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

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