# Wealthfolio: Private Finance — Local-first Investment Tracker

> Private, open-source personal finance tracker for investments, net worth, budgeting, and goals. (iPhone/iPad app by Teymz Inc.)

- Source: https://appshunter.io/ios/app/wealthfolio-private-finance/id6732888445 (this page in markdown: same URL + `.md`)
- Developer: [Teymz Inc](https://appshunter.io/developer/1771320879)
- Category: Finance, Utilities
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 5 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 168 MB
- Languages: American English
- Released: 2024-10-02
- Data updated: 2026-08-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthfolio-private-finance/id6732888445/reviews.md

## What is Wealthfolio?

Wealthfolio is a beautiful, private personal finance tracker. Investments, net worth, budgeting, spending, and goals in one app.

- Beautiful: A polished, distraction-free interface with charts, heatmaps, and dashboards built to be lived in.
- Complete: Investments, net worth, budgeting, spending, and goals in one place.
- Smart: Deep insights into risk exposure, performance, and cash flow.
- Private: Your data never leaves your device.
- Open Source: Fully transparent and community-driven.
- AI: Built-in assistant with support for local and cloud providers, and full control over AI data access.

## Key features

- Investment tracking
- Net worth calculation
- Budgeting tools
- Spending analysis
- Financial goal setting
- AI financial assistant
- Open-source transparency

## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/wealthfolio-private-finance/id6732888445/reviews.md

### 5/5 — Updated Review

*2026-07-03*

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.

### 5/5 — Excellent

*2026-05-28*

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.

### 5/5 — Well done

*2026-05-08*

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.

### 5/5 — Wonderful no nonsense app for investment tracking

*2026-04-26*

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.

### 1/5 — App Store Version Defunct

*2026-04-01*

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.

## Frequently asked questions about Wealthfolio

### 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.

## Version history (last 5 releases)

### 3.7.0 — 2026-08-20

Holdings now show closed positions and cash, not just what you hold today.
Switch between Open and Closed to see cost basis, proceeds, realized profit,
and return on positions you have already sold.

• Japanese and Korean added — seven languages in total
• New Region and formats setting controls dates, times, and number
  separators independently of the app language
• Spending categories scroll sideways again
• Liability value history redesigned for small screens

Also fixed: returns on accounts that open with a negative balance, refunds
counted as portfolio gains, empty $0 rows in Net Worth, and broker sync
accuracy for contract sizes and share classes.

### 3.6.4 — 2026-08-08

This release focuses on stability and bug fixes.

• Dashboards and performance statistics load faster and no longer time out.
• Fixed a memory problem that could crash the app on large portfolios.
• Wealthfolio uses far less storage on your device.
• Money added to an account tracked with snapshots no longer counts as a gain.
• Fixed rebalance plans, imports with a missing currency, and Brazilian Real prices.
• Add-ons no longer hide the navigation bar or cut off content at the bottom.
• Your average cost now shows as a dashed line on a holding's chart.

The first launch after updating may take a little longer while your data is rebuilt.

### 3.6.3 — 2026-07-14

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.

### 3.6.2 — 2026-07-14

This update focuses on more accurate numbers and a big upgrade to add-ons.

• More accurate returns for securities transferred between accounts in different currencies — exchange-rate swings no longer distort performance
• Fixed dividend and stock-split history so portfolio returns and valuations are correct across all your accounts
• Taxes now apply correctly to cash balances for deposits, withdrawals, transfers, and credits
• Cleaner price display, no more stray decimals on regular prices, with full precision kept for sub-cent assets
• Contribution limits now handle transfers entered by quantity and price
• Savings now appear in the "Where it went" spending widget
• Rebuilt add-on system: faster startup, reliable saved settings, and syncing across your devices
• More of the app is now translated, including activity types and chart time ranges
• Added a Spain preset for automatic spending categorization
• Various stability and health-check fixes

### 3.6.0 — 2026-07-05

Wealthfolio now speaks your language, and tracks more of your portfolio.

• 5 languages: the entire app is now available in English, Français, Deutsch, Español, and 简体中文. Choose yours in Settings, or during setup.
• Short positions: track shorts on stocks, ETFs, and options with proper Sell Short / Buy to Cover handling.
• Taxes on activities: record tax directly on a trade or income activity, and see it reflected in your cost basis and performance.
• Reimbursements & split transactions: net refunds against your spending, and split one transaction across multiple categories.
• Smarter rebalancing: keep specific holdings off-limits with do-not-sell rules, cap turnover, and see plain-language explanations for every suggested move.
• Redesigned Health Center: clearer data-quality checks with one-tap fixes — now in all five languages.
• Holdings & performance: new Realized P&L and Book cost, plus clearer money-weighted return (MWR) labels.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*