Beautiful, and Boring Investment Tracker, with Local Data Storage. No Subscriptions, No Cloud.

Wealthfolio is a simple, macOS desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.

Features

Accounts Aggregation

Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings!. Import your statements from your broker or bank.

Accounts Performance

Track your accounts holdings and performance over time. See how a particular account is performing, and how it's changing over time.

Holdings Overview

Get a clear picture of what’s in your portfolio. Stocks, bonds, or mutual funds - know what you have and how it's performing.

Goals Tracking

Set your savings targets clearly. Distribute your funds across these objectives, assigning a specific percentage to each. Keep an eye on your progress.

Limitations

• The application doesn't connect to your accounts, you need to add your accounts manually.
• The application doesn't automatically import your investing and trading activities. You need to import them from CSV file or add them manually.
• The application support only Stock and cash investing. Option Trading are not supported.