Wealthfolio

FREEMIUM

Secure desktop investment tracker for private wealth management

VG SCORE

8.5

VIEW ALTERNATIVES

Product Details

PricingFreemium

Free Trial✅ Freemium model

Learning CurveModerate

Integrations10 available

■ INTELLIGENCE BRIEFING — Weekly tool drops. No spam.

PROS & CONS

STRENGTHS

Clean, intuitive interface designed for individual investors.
Superior privacy and security with local-only data storage.
No subscription required for core tracking features (freemium model).

WEAKNESSES

−Manual data entry or file imports required; no live broker auto-sync.
−Advanced features like advanced reporting or tax lots require a paid upgrade.

KEY FEATURES

Multi-Asset Tracking

Track stocks, ETFs, crypto, and other assets in a single portfolio.

Local Data Storage

All financial data is stored securely on your desktop, not on external servers.

Offline Access

Use the application fully without an internet connection.

Performance Analytics

View detailed returns, allocation breakdowns, and dividend income.

WHO IS Wealthfolio BEST FOR?

Individual investors managing personal portfolios

Best for individuals who want a secure, offline tool to track and analyze their personal investments across multiple accounts without relying on cloud services.

Individual investors and DIY traders

Best for individuals who manage their own investment portfolios and want a secure, private desktop application to track performance without cloud-based data storage.

INTEGRATIONS

Open Banking APIsTax softwarePlaidCSV/Excel importPortfolio analysis toolsBrokerage platformsYahoo FinanceReporting dashboardsFinancial data aggregatorsGoogle Sheets