Overview:
Wealthfolio is a desktop investment tracker that stores all financial data locally using SQLite. It is designed for individual investors who want to track portfolios, analyze performance, and manage trading activities without a subscription or cloud service. The application runs on Windows, macOS, and Linux, and features a server mode accessible via a web browser. It is also extensible through a TypeScript-based addon system that allows developers to build custom features with a permission model.
Core Features:
Portfolio Tracking: Supports tracking investments across multiple accounts and asset types.
Performance Analytics: Provides detailed performance metrics and historical analysis.
Activity Management: Users can import and manage trading activities.
Local Data Storage: All data, including holdings and transaction history, is stored locally in an SQLite database with no cloud dependencies.
Addon System: A TypeScript SDK with hot reload, UI integration, full data access, and a permission system allows developers to extend functionality.
Multi-Currency Support: Handles multiple currencies with exchange rate management.
Use Cases:
Individual investors who want a desktop tool to track their portfolio and analyze performance without relying on cloud services.
Developers who want to build custom investment tracking features by creating addons using the provided SDK and API.
Self-hosters who prefer to run the application via Docker, with persistent local storage and configuration via environment variables.
Why It Matters:
Wealthfolio emphasizes local data storage, removing cloud dependencies and the need for a subscription. Its addon system, built around a TypeScript SDK with a permission model, offers a way to extend the application without modifying the core codebase. The project supports multiple operating systems and includes a Docker server mode for self-hosting, making it a practical option for users who prioritize local control over their financial data.
