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Wealthfolio: Private Finance

Wealthfolio: Private Finance

Local-first Investment Tracker

7 ratings
7 reviews
🔧 Utilities
💰 Finance
Free

Details

Released
October 2, 2024
Updated
November 2, 2026

Features

Developer

Teymz Inc
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Wealthfolio: Private Finance screenshot #1 for iPhone
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Wealthfolio: Private Finance screenshot #9 for iPhone
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About

A private personal finance tracker that consolidates investments, net worth, budgeting, spending, and goals into a single, beautifully designed application. It offers smart insights and an AI assistant, with all data kept locally on your device.

✓Investment tracking
✓Net worth calculation
✓Budgeting and spending analysis
✓Goal planning
✓Local data privacy
✓Open-source transparency
✓AI assistant
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What's New in Wealthfolio

3.12.0

November 2, 2026

New in 3.12 - Eight themes, a text size setting, and gain and loss colours for markets where red means up. - Each tab remembers where you were. Swipe from the left edge to go back. - One time period across the dashboard and Insights. - Rebalancing worksheet from your allocation target. - Fund conversions: record a fund switch without a sale. - Retirement can share accounts with savings goals. - Prices for Indian mutual funds (AMFI) and the Moscow Exchange. Plus fixes to spending totals, savings goals, performance and swiping. If you use device sync, update all your devices.

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User reviews

Most RecentHighest RatedLowest Rated

Great but 1 flaw

It’s a very good app, I think it’s great looking, it’s functional and private, it is really nice overall. My only complaint is on the homepage there is a color tint on investments, spending, and net worth tabs, but if you scroll all the way down it isn’t continued it is cut off and looks just like an image, if the developer could please correct this it would 100% be a 5 star app, it annoys me a bit but besides that it’s an amazing finance app.
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GG00seJu1c3

Best portfolio tracker I’ve found

Highly recommend
Eethandangelica

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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WWealthfolio

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.
WWealthfolio

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.
//05Knives
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FAQ

What devices does Wealthfolio support?

Wealthfolio is available on Mac, iPhone, and iPad, offering a seamless experience across Apple devices. This allows users to manage their finances from their preferred platform.

How secure is Wealthfolio?

Wealthfolio prioritizes privacy by keeping all your financial data locally on your device. Your data never leaves your device, ensuring maximum security and control.

Is Wealthfolio free to use?

Yes, Wealthfolio is completely free to download and use. There are no hidden costs or subscription fees associated with its core features.

Does Wealthfolio have ads?

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

How often is Wealthfolio updated?

The latest version of Wealthfolio is 3.12.0, last updated on November 2, 2026. Being open source, it benefits from community-driven development and regular improvements.

What is the age rating for Wealthfolio?

Wealthfolio has an age rating of 4+. This indicates it is suitable for users of all ages, with no content restrictions.

What kind of financial insights does Wealthfolio provide?

Wealthfolio offers deep insights into risk exposure, investment performance, and cash flow. It also includes an AI assistant to help analyze your financial data.

Can I track my investments with Wealthfolio?

Yes, Wealthfolio is designed to track all your investments comprehensively. It integrates investment tracking with net worth, budgeting, spending, and goal planning in one place.