Wealthfolio

Elegant, boring Desktop Investment Tracker, Open source, with Local Storage. No Subscriptions, No Cloud.

[Fadil @_afadil]

Wealthfolio 3.5 is out. One of our biggest releases yet.

Two new modules, a rebuilt performance engine, and multiple portfolios.

Here's what's new...

[Wealthfolio @WealthfolioApp]

Wealthfolio is now available on @UnraidOfficial

Go self-host your personal finance app.

[Wealthfolio @WealthfolioApp]

@KaiXCreator 👋

[Wealthfolio @WealthfolioApp]

@bpjzy @superwhisper @cohere @1Password @ada_cx @obsdmd @Wealthsimple @falcon_ide @Shopify @Waabi_ai @turbopuffer @trynationgraph @XanaduAI @partnerstack @tenstorrent @hootsuite @hopper 👋

[Wealthfolio @WealthfolioApp]

Improved Custom market data providers editor with live preview pane and click-to-map fields. A smarter AI assistant: inline CSV import in chat, cash-balance tools, attachments that persist across the session, link/unlink transfers, and dozens of fixes.
https://t.co/pjCNhmSYQ2

[Wealthfolio @WealthfolioApp]

Wealthfolio 3.3 is out!
A step toward Wealthfolio being a full wealth companion, not just a tracker. New goals & retirement simulator, smarter AI assistant, redesigned custom market data providers, and a lot more.

[Wealthfolio @WealthfolioApp]

A new Retirement & FIRE simulator and a save-up engine for your other goals. Year-by-year simulation, Monte Carlo Risk Lab (5,000 paths), sensitivity sweeps, and sequence-of-returns stress tests. All running locally on your machine.
https://t.co/9qgPxLQ3re

[Fadil @_afadil]

Goals are getting some love in @WealthfolioApp with a new dashboard and a Retirement & FIRE simulator

[Fadil @_afadil]

@WealthfolioApp now includes an AI assistant. It can help you record & import transactions, get insights on your portfolio, and chat with your data. Use locally with @ollama or cloud LLM. You control what the AI sees.

[Fadil @_afadil]

After the great winter lock-in, Wealthfolio 3.0 + Connect are live.
Net worth tracking, an AI assistant, broker sync, device sync, and more.
https://t.co/20AIOm53Kg

[Fadil @_afadil]

Different shades of navigation in Wealthfolio:
Sidebar ➡️ Bottom bar ➡️ Focus mode

[Wealthfolio @WealthfolioApp]

@magic_rook Record à transfert in or deposit transaction.

[Fadil @_afadil]

New Command+K launcher in action

[Fadil @_afadil]

Meet Wealthfolio Mobile. Your favourite open-source investment tracker now available on iOS.

[Wealthfolio @WealthfolioApp]

New Trading dashboard Addon available

[Fadil @_afadil]

Introducing Wealthfolio Add-ons

[Fadil @_afadil]

🚀 Wealthfolio v1.1.6 is here with some nice new features:
• Support for multiple market data providers beyond Yahoo Finance
• Manual cash balance updates
• Secure API key management via os platform keystores
• Various fixes & improvements

[Fadil @_afadil]

🚀 Wealthfolio v1.1 is live!
Big milestone: we rebuilt the core for a stronger base and packed in lots of upgrades. Details 👇

[Wealthfolio @WealthfolioApp]

@larrylai702 Sure, will do. Thanks for reporting this