wealthfolio/wealthfolio
A beautiful, private, local-first personal finance tracker. Investments, net worth, spending, and simulations. observed · 2026-10-20
Health v2 · maintenance only
92/100
- Activity 100
- Release rhythm 99
- Longevity 62
How is this computed?
round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10) — computed 2026-10-21. Adoption (stars, forks) is never an input.
- gap_med: 10
- age_days: 876
- days_rel: 7
- days_push: 1
- n_releases_24m: 44
Adoption not part of the score
9217 stars · 761 forks observed · 2026-10-20
What it is AI-extracted, prompt v1, taxonomy v1, 2026-08-29, confidence not recorded
Wealthfolio is an open-source, local-first personal finance and investment tracker built with Rust and Tauri. It tracks investments, net worth, spending, and retirement planning entirely on-device, with optional self-hosting via Docker and an optional paid brokerage-sync add-on.
Use cases
- track my stock portfolio across multiple brokers privately
- calculate my net worth including property and liabilities
- import CSV statements from my broker
- build a monthly budget and categorize spending
- run a Monte Carlo simulation for my retirement or FIRE plan
- compare my portfolio performance against the S&P 500
- track dividends and interest income
- set portfolio allocation targets and get a rebalance plan
When to choose
- you want a private, local-first alternative to cloud finance trackers like Mint or Kubera
- you want to self-host your financial data or keep it entirely on your device
- you need investment tracking, net worth, spending, and retirement planning in one app
- you prefer manual tracking or CSV import without an account
When to avoid
- you require automatic multi-broker syncing for free — that needs the paid Wealthfolio Connect subscription
- you need collaborative or shared household finance editing across many users
- you want a mobile-first experience on Android — mobile support is currently iOS-focused
- you need bill pay or money movement — it is tracking only, read-only
Facets
application · maturity active
data-visualization analytics self-hosted developer-tools fintech developer-tools self-hosted cross-platform windows self-hosted personal-finance portfolio-tracker net-worth budgeting fire-planner local-first privacy tauri rust csv-import monte-carlo-simulation dividend-tracking macos linux desktop ios docker
10 sources
- readme: https://github.com/wealthfolio/wealthfolio · fetched 2026-10-20 · 196d5ab18673
- homepage: https://wealthfolio.app · fetched 2026-08-29 · 5a358c0d5984
- site_page: https://wealthfolio.app/docs/introduction · fetched 2026-08-29 · 3b181eea9146
- site_page: https://wealthfolio.app/features · fetched 2026-08-29 · a1801c314f4e
- site_page: https://wealthfolio.app/features/investments-tracking · fetched 2026-08-29 · 991165d277c8
- site_page: https://wealthfolio.app/features/net-worth-tracking · fetched 2026-08-29 · 1c0eab679092
- site_page: https://wealthfolio.app/features/spending-budgets · fetched 2026-08-29 · 720a72904de7
- site_page: https://wealthfolio.app/features/portfolio-insights · fetched 2026-08-29 · edac111c352a
- site_page: https://wealthfolio.app/features/performance-dashboard · fetched 2026-08-29 · f6ff7446b6ff
- site_page: https://wealthfolio.app/features/retirement-fire-planner · fetched 2026-08-29 · b6f5be4fbbf4
Member repositories
| Repository | Role | Health v2 |
|---|---|---|
| wealthfolio/wealthfolio | main | 92 |
For agents
markdown · JSON · MCP: product_card(name="wealthfolio/wealthfolio")
Data as of 2026-10-19T08:05:51.212177+00:00 · Report a problem