Wealthfolio

Wealthfolio is an open-source desktop application designed for individuals who want to take control of their financial future without compromising on data privacy. This powerful yet user-friendly tool keeps your sensitive financial information secure on your local machine, eliminating the need for cloud storage or subscriptions.

Key Features:

• Privacy-First Approach: Your financial data stays on your computer, never shared or stored in the cloud.
• Comprehensive Portfolio Tracking: Easily monitor stocks, ETFs, cryptocurrencies, and other investments in one place.
• Account Aggregation: Import CSV statements from various brokers and banks to get a holistic view of your finances.
• Income Tracking: Keep tabs on dividends and interest income across your entire portfolio.
• Performance Analysis: Track your accounts' holdings and performance over time with intuitive charts and graphs.
• Goal Setting and Tracking: Set savings targets and monitor your progress towards financial objectives.
• Contribution Limit Monitoring: Stay on top of contribution limits for tax-advantaged accounts like IRAs and 401(k)s.

Why Choose Wealthfolio?

1. Simplicity: An intuitive interface makes wealth management accessible to everyone, from beginners to seasoned investors.