Wealthfolio
v3.11.0, released this weekA local-first tracker for investments, net worth and spending.
FreemiumOpen sourceFree app with manual tracking and CSV import; Connect sync from $2.99/mo or $29/yr, Essentials $7.99/momacOS, iOS, iPadOSUpdated 3 days ago
About
Wealthfolio is a personal finance app that keeps your data on your own machine. It tracks holdings, performance, allocation and income across investment accounts, pulls in daily prices, and rolls everything into a net worth view with spending, budgeting and planning tools beside it. Accounts and activities come in by hand, from broker CSV exports, or through optional add-ons, and nothing is uploaded unless you ask for it, so there is no account to create and no subscription standing between you and your own numbers. It runs on macOS, Windows, Linux and iOS, and the source is open under AGPL-3.0. It needs macOS 12 or later.
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