At a Glance:
Wealthfolio is a cross-platform personal finance tracker for investments, net worth, spending, and goal planning that stores all data locally with no cloud dependencies and supports an extensible TypeScript addon system.
Overview:
Wealthfolio is a desktop personal finance and investment tracking application. It focuses on portfolio tracking across multiple accounts, performance analytics, activity management, and financial goal planning. The application stores all financial data locally in a SQLite database with no cloud dependencies and offers a powerful addon system for developers to extend its functionality. Wealthfolio is available on Windows, macOS, and Linux, and also supports Docker deployment with a web-based interface.
Key Decision Points:
Local-only data storage: All portfolio, transaction, and account data is stored in a local SQLite database with no cloud dependencies or subscriptions.
Desktop and Docker deployment: Runs as a native desktop application via Tauri, or can be deployed as a web-accessible server using Docker.
Extensible via addon system: Developers can build custom features using a TypeScript SDK with full type safety, hot reload, and permission-based data access.
Cross-platform desktop support: Native applications are available for Windows, macOS, and Linux.
Permission-based security for extensions: Addons are analyzed during installation and require user consent before accessing financial data or secrets.
Core Features:
Portfolio Tracking: Track investments across multiple accounts and asset types with holdings and performance data.
Performance Analytics: View detailed performance metrics and historical analysis of investments.
Activity Management: Import and manage trading activities and transaction history.
Goal Planning: Set and track financial goals with allocation management and contribution limits.
Multi-Currency Support: Manage holdings in multiple currencies with exchange rate management.
Addon System: Extend the application with custom pages, navigation items, real-time event listeners, and full data access through a TypeScript SDK.
Use Cases:
Individual investors who want to track portfolio performance across multiple accounts without sharing data with third-party cloud services.
Users who want a cross-platform desktop application for monitoring net worth, investments, and spending in one place.
Developers who want to build custom financial tracking features or integrations using a documented addon SDK.
Self-hosters who prefer deploying a personal finance dashboard as a Docker container with local data persistence.
Open-Source Alternative Value:
Wealthfolio offers a local-first approach to personal finance tracking, with all data stored in a local SQLite database rather than in cloud services. The application includes native desktop builds for Windows, macOS, and Linux, as well as a Docker deployment option for self-hosted web access. Developers can extend the application through its TypeScript-based addon system, which provides access to portfolio data, real-time events, and secure secrets management while operating under a user-consent permission model.
