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On the recordRead 1 Oct 202619 facts
Wealthfolio
Plans and prices
Basic
$2.99a month, billed yearly
1 person · Up to 6 devices · Device sync · No broker connections
Read 1 Oct 2026 · wealthfolio.ai
Essentials
$7.99a month, billed yearly
1 person · Up to 5 institution connections · Automatic brokerage sync · Bring Your Own Key AI
Read 1 Oct 2026 · wealthfolio.ai
Duo
$12.99a month, billed yearly
2 people · Up to 12 institution connections · Shared household view · Bring Your Own Key AI
Read 1 Oct 2026 · wealthfolio.ai
Plus
$24.99a month, billed yearly
Personalized portfolio briefs · Holdings news and events · Licensed market intelligence · AI assistant without API key
Read 1 Oct 2026 · wealthfolio.ai
Wealthfolio core
Free
Desktop and self-hosted core · Manual accounts and transactions · CSV imports
Read 1 Oct 2026 · wealthfolio.ai
On the record
- Add-ons
- Wealthfolio supports TypeScript/React add-ons through a sandboxed runtime and permission-based security model.wealthfolio.ai · read 1 Oct 2026
- AI assistant
- The built-in AI assistant answers portfolio questions, imports transactions and suggests asset classifications and spending categories; users can bring an API key or use local models.wealthfolio.ai · read 1 Oct 2026
- Allocation analysis
- Yeswealthfolio.ai · read 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeswealthfolio.ai · read 20 Sep 2026
- Broker integrations
- Wealthfolio Connect uses SnapTrade, a SOC 2 Type II certified aggregator, and supports 42+ institutions listed on its brokerage directory.wealthfolio.ai · read 1 Oct 2026
- Connection access
- Broker connections are read-only and Wealthfolio says it never receives broker logins.wealthfolio.ai · read 1 Oct 2026
- Data storage
- The app stores financial data locally in an SQLite database, while Connect does not store transactions, holdings, balances or portfolio history.wealthfolio.ai · read 1 Oct 2026
- Encryption
- Connect encrypts data on the device before syncing, and encryption keys never leave users' devices.wealthfolio.ai · read 1 Oct 2026
- Investment tracking
- It tracks holdings, performance, allocation and income and imports CSV statements from brokers or banks.wealthfolio.ai · read 1 Oct 2026
- Net worth
- It tracks properties, vehicles, collectibles, precious metals, cash and liabilities over time.wealthfolio.ai · read 1 Oct 2026
- Performance reporting
- Yeswealthfolio.ai · read 20 Sep 2026
- Planning
- Its planning tools include goals, save-up projections, retirement and FIRE simulations, rebalancing and contribution-limit tracking.wealthfolio.ai · read 1 Oct 2026
- Purpose
- Wealthfolio is a local-first, open-source investment tracker and personal finance app.wealthfolio.ai · read 1 Oct 2026
- Risk analysis
- Yeswealthfolio.ai · read 20 Sep 2026
- Paid from
- 2.99wealthfolio.ai · read 20 Sep 2026
- Support
- Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access.wealthfolio.ai · read 1 Oct 2026
- Tax-lot tracking
- Yeswealthfolio.ai · read 20 Sep 2026
- Telemetry
- The app says it makes external calls only to market-data providers and the updater, with no analytics or telemetry.wealthfolio.ai · read 1 Oct 2026
