Wealthfolio

Investment Portfolio Management

Get Verified & Update Profile Claimed profiles go to the top of search results. Get verified now, it takes just a couple minutes. Visit Report

This application serves as a sophisticated portfolio management tool that allows users to track their investments and savings securely on their local devices. Key features include extensive account aggregation, real-time performance monitoring, income tracking, and goal-setting capabilities, all designed to improve financial clarity while prioritizing user privacy and data security, making it ideal for individuals seeking a streamlined and private approach to wealth management.

Wealthfolio can be found in Investment Portfolio Management categories.

The most similar products to Wealthfolio are:

Ziggma Promoted → TrackMyStack →

Screenshots

Details

Wealthfolio Main Features

• CSV Import
  Easily import your bank or broker statements using CSV files.
• Open-Source
  Wealthfolio is open-source, which means anyone can see how it works and help improve it.
• Goals Tracking
  Set clear savings goals and see how you are doing.
• Target Setting
  Define what financial goals you want to achieve.
• Historical Data
  Look back at how your investments have performed in the past.
• Income Tracking
  Keep track of your dividends and interest income from all your investments.
• Interest Income
  Watch your interest earnings closely.
• Limit Awareness
  Know your contribution limits to avoid going over.
• No Hidden Costs
  You can use Wealthfolio for free, with an option to make a one-time payment.
• Account Analysis
  Analyze how each individual account is performing.
• Beat the Market?
  See how your investments compare to popular indexes and ETFs.
• Holdings Overview
  Get a clear view of what you own, including stocks, ETFs, and cryptocurrencies.
• Comprehensive View
  See all your accounts together to get a full picture of your finances.
• Portfolio Insights
  Understand how your money is spread across different assets.
• Beautiful Interface
  The app has a simple and nice design that is easy to use.
• Dividend Monitoring
  Monitor how much money you earn from dividends.
• Progress Monitoring
  Keep an eye on how close you are to reaching your goals.
• Accounts Aggregation
  You can gather all your investment and savings accounts in one place.
• Accounts Performance
  Track how each of your accounts is doing over time.
• Performance Tracking
  Monitor how well your investments are doing over time.
• Compare Your Accounts
  Check which of your accounts is performing the best.
• Performance Dashboard
  See all your investment performance in one place with easy-to-read charts.
• Privacy-First Approach
  Your data stays on your device, keeping it safe and private.
• Avoid Over-Contribution
  Prevent making too many contributions to your accounts.
• macOS, Windows, Ubuntu Support
  Wealthfolio works on macOS, Windows, and Ubuntu operating systems.
• Contribution Rooms and Limit Tracking
  Stay better about your contribution limits for tax-advantaged accounts.

Wealthfolio Benefits

• Simplicity
  The app is easy to use, making it simple for anyone to manage their investments without confusion.
• Goals Tracking
  You can set clear savings goals and track your progress, which helps you stay focused on your financial plans.
• Income Tracking
  Wealthfolio helps you see how much money you earn from dividends and interest, so you can understand your income better.
• No Hidden Costs
  You can use Wealthfolio for free without worrying about monthly fees or subscriptions.
• Privacy Protection
  Wealthfolio keeps your data safe on your computer, so you don't have to worry about it being shared online.
• Account Aggregation
  You can see all your investment and savings accounts in one place, which helps you keep track of everything easily.
• Performance Tracking
  You can monitor how well your investments are doing, helping you make better choices.
• Contribution Tracking
  The app helps you keep track of your contribution limits for accounts like IRAs and 401(k)s, so you avoid any mistakes.

Who should use Wealthfolio?

• Beginners
  Beginners can easily track their investments without confusion and learn how to grow their money.
• Budget Planners
  Budget planners can set clear savings goals and track their progress towards them.
• Tech-Savvy Users
  Tech-savvy users will appreciate the open-source nature and the ability to import data easily.
• Dividend Investors
  Dividend investors can monitor their income from dividends and interest in one simple view.
• Long-Term Planners
  Long-term planners can analyze their account performance over time to make better investment choices.
• Experienced Investors
  Experienced investors can see all their accounts in one place and compare their performance easily.
• Privacy-Conscious Users
  Privacy-conscious users will feel safe knowing their data never leaves their device.

Verified Badge

<a href="https://saasbrowser.com/en/saas/301249/wealthfolio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/okidpddn62sb2avre27xtb89gb7o" alt="Wealthfolio - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

<a href="https://saasbrowser.com/en/saas/301249/wealthfolio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/27skn3qnt81cqw5ustudpf4dgfs6" alt="Wealthfolio - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

Wealthfolio Alternatives

Ziggma Promoted

A comprehensive investment management platform provides tools for tracking an...

TrackMyStack

A comprehensive financial management application enables users to track their...

Technologies Used

View All Technologies