Wealthfolio: Private Finance

Wealthfolio: Private Finance

Local-first Investment Tracker

4 ratings
5 reviews
Free

Details

  • Released
  • Updated
  • October 2, 2024
  • July 14, 2026

Features

Wealthfolio: Private Finance screenshot #1 for iPhone
Wealthfolio: Private Finance screenshot #2 for iPhone
Wealthfolio: Private Finance screenshot #3 for iPhone
Wealthfolio: Private Finance screenshot #4 for iPhone
Wealthfolio: Private Finance screenshot #5 for iPhone
Wealthfolio: Private Finance screenshot #6 for iPhone
Wealthfolio: Private Finance screenshot #7 for iPhone
Wealthfolio: Private Finance screenshot #8 for iPhone
Wealthfolio: Private Finance screenshot #9 for iPhone
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About

Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.

Investment tracking
Net worth calculation
Budgeting tools
Spending analysis
Financial goal setting
AI financial assistant
Open-source transparency
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What's New in Wealthfolio

3.6.3

July 14, 2026

Fixed an issue where the bottom navigation bar could disappear after opening an add-on, requiring the app to be restarted. Navigation now remains accessible while using add-ons.

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User reviews

Updated Review

I had a previous five stars, but I came back to give another five stars because this is one of the best applications I found on the entire App Store. Being able to input everything manually and have full control over all your holdings and having it be completely private is priceless. Dear developer this app is incredible. I can’t wait to see what you have in store for the future. Keep going.
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Excellent

This app has been exactly what I’ve been looking for. You can tell me in your account for all your investments if you’d like I prefer to be a little bit more private so I’m input on my holdings manually. This app is perfect for that well done.

Well done

This app is really well-built. You can feel that the developer has given many thoughts in creating the features. I’m surprised that it hasn’t gotten much exposure yet, but I highly recommend it.

Wonderful no nonsense app for investment tracking

This app is providing exactly what I was looking for to track investments across multiple accounts and keep track of cost basis and lots.

It’s a no nonsense app giving me the information I’m looking for and easy to keep information updated.

Excited to see its further expansion of features.

Appreciate its mobile app ability as setting up the desktop files on my own is outside of my comfort zone. Brings the power in a package that’s easy for non-developer types people to handle.
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App Store Version Defunct

Do not download this version. It’ll tell you to update to version 3.x.x and send you right back here. You’re better off just going to wealthfolio.app and downloading the full updated package from there.

FAQ

What makes Wealthfolio private?

Wealthfolio's data is local-first, meaning your financial information never leaves your device. This ensures maximum privacy and security for your personal financial data.

How does Wealthfolio help with investments?

Wealthfolio allows you to track your investments, providing deep insights into risk exposure and performance. It consolidates your investment portfolio alongside budgeting and spending for a complete financial overview.

Is Wealthfolio free to use?

Yes, Wealthfolio is completely free to use. It is supported by its open-source nature and community contributions, offering all its features without charge.

What devices does Wealthfolio support?

Wealthfolio is available on Mac, iPhone, iPad, and iPod. This broad compatibility allows you to manage your finances across multiple Apple devices.

How often is Wealthfolio updated?

The latest version, 3.4.0, was released on 2026-05-16, indicating active development. As an open-source project, updates are driven by community contributions and developer efforts.

What is the age rating for Wealthfolio?

Wealthfolio has an age rating of 4+, making it suitable for users of all ages. This indicates it contains no mature content.

Does Wealthfolio have ads?

No, Wealthfolio does not contain advertisements. As a free and open-source application, it focuses on providing a clean, distraction-free user experience.

What kind of insights does Wealthfolio provide?

Wealthfolio offers smart insights into your risk exposure, investment performance, and cash flow. Its AI assistant can also provide further analysis and support for your financial planning.