# wealthfolio/wealthfolio

A beautiful, private, local-first personal finance tracker. Investments, net worth, spending, and simulations.

Repository: https://github.com/wealthfolio/wealthfolio
Canonical: https://ross.abutalabs.com/products/wealthfolio
Homepage: https://wealthfolio.app
Language: Rust
License: AGPL-3.0
License Family: copyleft
Topics: macos-app, portfolio-tracker, tauri-app, self-hosted
Last push: 2026-08-26T23:15:57+00:00

## Health v2 (maintenance only)
Score: 91/100 (v2, computed 2026-09-03T02:20:16.233290+00:00)
- activity 99, release rhythm 98, longevity 59
- inputs: {"age_days": 828, "days_push": 7, "days_rel": 14, "gap_med": 6.0, "n_releases_24m": 53}
- flags: none
- formula: round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10)

## Adoption (not part of the score)
Stars 8736, forks 664 (observed 2026-08-28T04:10:25.410858+00:00)

## What it is
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
- artifact type: application
- maturity: active
- function: data-visualization, analytics, self-hosted, developer-tools
- domain: fintech, developer-tools, self-hosted, cross-platform
- platform: windows, self-hosted
- tags: 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

## Member repositories
- wealthfolio/wealthfolio (main) score 91

## Provenance
- Observed fields: from GitHub, fetched 2026-08-28T04:10:25.410858+00:00.
- Health v2: computed from the inputs above; adoption is never an input.
- Inferred fields (summary, facets, guidance): AI-extracted, prompt v1, taxonomy v1, on 2026-08-29T17:25:18.558934+00:00, confidence not recorded.
  - readme: https://github.com/wealthfolio/wealthfolio (fetched 2026-08-28T04:10:25.410858+00:00, sha 196d5ab18673)
  - homepage: https://wealthfolio.app (fetched 2026-08-29T08:25:45.403872+00:00, sha 5a358c0d5984)
  - site_page: https://wealthfolio.app/docs/introduction (fetched 2026-08-29T08:25:45.415410+00:00, sha 3b181eea9146)
  - site_page: https://wealthfolio.app/features (fetched 2026-08-29T08:25:45.413369+00:00, sha a1801c314f4e)
  - site_page: https://wealthfolio.app/features/investments-tracking (fetched 2026-08-29T08:25:45.417344+00:00, sha 991165d277c8)
  - site_page: https://wealthfolio.app/features/net-worth-tracking (fetched 2026-08-29T08:25:45.419442+00:00, sha 1c0eab679092)
  - site_page: https://wealthfolio.app/features/spending-budgets (fetched 2026-08-29T08:25:45.421214+00:00, sha 720a72904de7)
  - site_page: https://wealthfolio.app/features/portfolio-insights (fetched 2026-08-29T08:25:45.422813+00:00, sha edac111c352a)
  - site_page: https://wealthfolio.app/features/performance-dashboard (fetched 2026-08-29T08:25:45.424326+00:00, sha f6ff7446b6ff)
  - site_page: https://wealthfolio.app/features/retirement-fire-planner (fetched 2026-08-29T08:25:45.425807+00:00, sha b6f5be4fbbf4)
- Data as of 2026-08-30T08:39:29.467469+00:00.