What is Wealthfolio used for?

Wealthfolio is a private, local-first desktop and mobile app for tracking investments, net worth, spending and simulations, with optional paid broker sync. It is a good fit for tracking a personal investment portfolio privately, monitoring net worth across accounts and self-hosting a finance tracker with Docker.

Is Wealthfolio open source?

Yes. Wealthfolio is open source under the AGPL-3.0 licence. Its source code is on GitHub at wealthfolio/wealthfolio and is written mainly in Rust.

Yes. Wealthfolio is open source, so the software itself is free to use.

Can I self-host Wealthfolio?

Yes. Wealthfolio can be self-hosted on your own server or infrastructure.

What is Wealthfolio an alternative to?

Wealthfolio is an open-source alternative to Monarch, Copilot Money and Empower. Other open-source alternatives to Monarch include Sure, Ghostfolio and Financial Management.

Is Wealthfolio actively maintained?

Yes. The most recent commit to Wealthfolio was on 1 October 2026, and the latest release is v3.9.1, published on 27 September 2026. The project has 9.1k stars on GitHub.

Wealthfolio: open-source alternative to Monarch

About Wealthfolio

Wealthfolio is an open-source portfolio tracker and personal finance app that keeps all data on your own device, with no cloud database and no account required. It covers investments, net worth, spending and simulations, and manual tracking and CSV import are free, according to the project.

Key capabilities include tracking portfolios across multiple accounts and asset types, performance analytics covering money-weighted and time-weighted returns, comparison against benchmarks and historical analysis, importing and managing trading activities, goal planning with allocation management, multi-currency support with exchange rates and an add-on system for custom functionality. It runs on desktop for Windows, macOS and Linux, on iOS, and as a self-hosted Docker web app.

For automatic read-only brokerage syncing across more than 30 institutions and encrypted multi-device sync there is Wealthfolio Connect, an optional subscription that the project says covers the real cost of the data connections. The app is written in Rust with Tauri and licensed under AGPL-3.0. It suits privacy-minded individual investors who prefer local data over a hosted aggregator.

Key features

Portfolio tracking across accounts and assets
Time-weighted and money-weighted returns
Goal planning with allocation tracking
Multi-currency with exchange rates
CSV import of trading activities
Add-on system for extensions
Desktop, iOS and Docker versions

Good fit for

→Tracking a personal investment portfolio privately
→Monitoring net worth across accounts
→Self-hosting a finance tracker with Docker

Built with: Rust
Tags: portfolio-tracker; personal-finance; investments; net-worth; local-first; privacy; tauri; rust; self-hosted

Wealthfolio: questions and answers

What is Wealthfolio used for?: Wealthfolio is a private, local-first desktop and mobile app for tracking investments, net worth, spending and simulations, with optional paid broker sync. It is a good fit for tracking a personal investment portfolio privately, monitoring net worth across accounts and self-hosting a finance tracker with Docker.
Is Wealthfolio open source?: Yes. Wealthfolio is open source under the AGPL-3.0 licence. Its source code is on GitHub at wealthfolio/wealthfolio and is written mainly in Rust.
Is Wealthfolio free?: Yes. Wealthfolio is open source, so the software itself is free to use.
Can I self-host Wealthfolio?: Yes. Wealthfolio can be self-hosted on your own server or infrastructure.
What is Wealthfolio an alternative to?: Wealthfolio is an open-source alternative to Monarch, Copilot Money and Empower. Other open-source alternatives to Monarch include Sure, Ghostfolio and Financial Management.
Is Wealthfolio actively maintained?: Yes. The most recent commit to Wealthfolio was on 1 October 2026, and the latest release is v3.9.1, published on 27 September 2026. The project has 9.1k stars on GitHub.