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Wealthfolio project preview
FinanceAlternative to Copilot MoneyAlternative to Personal CapitalAlternative to Empower

Wealthfolio

Private, open-source desktop investment tracker and net worth dashboard.

View on GitHub Visit website
LicenseGPL-3.0
GitHub stars1.5k
Last commit1 weeks ago
Tags5 topics
FinanceDividend TrackerNet Worth TrackerDesktop Finance AppInvestment Dashboard
Overview

Why consider Wealthfolio?

Wealthfolio is a desktop application for tracking investment accounts, dividend yields, net worth milestones, and asset allocations. All financial records are stored encrypted locally on your computer with zero telemetry or cloud leakage.

Guided learning

Learn Wealthfolio by building

Practical setup notes, real use cases, and copy-ready examples in one focused guide.

1 min read 2 sections
In this guide2 sections

Overview of Wealthfolio

Wealthfolio gives investors a bird's-eye view of their net worth, stock portfolios, and real estate holdings on desktop.

Quickstart

  1. Download the native Wealthfolio executable for macOS, Windows, or Linux.
  2. Create an encrypted local database.
  3. Add bank accounts, brokerage portfolios, crypto wallets, and real estate assets.
  4. Monitor historical net worth progression and asset class diversification charts.

Wealthfolio is licensed under the GNU General Public License v3.0.

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Wealthfolio FAQs

Wealthfolio is listed as a Finance tool on TiloBox. Review the overview, features, and official documentation on this page to decide whether it solves your specific workflow.

Start with the project's GitHub repository and official website for supported installation and deployment instructions. Test the setup with representative data or a small project before rolling it out more widely.

Wealthfolio is listed under the GPL-3.0 license. Read the complete license text and the project's notices before using, modifying, or distributing the software.

Production readiness depends on your requirements. Review maintenance activity, security practices, documentation, backup and upgrade procedures, and compatibility with your stack; then validate it in a non-production environment.

Wealthfolio is listed as an alternative to Copilot Money. Compare the core workflow, deployment model, integrations, and licensing against your must-have requirements before switching.