Wealthfolio
by Wealthfolio · Local-first, open-source investment and personal finance tracker
BenchRank score
Screenshots of Wealthfolio
Homepage
Overview
Wealthfolio is an open-source investing and personal finance app that runs locally on desktop and mobile, storing accounts, transactions and history on the device. It covers investment performance, net worth, spending, goals and retirement planning, with manual entry and CSV import. An optional paid service, Connect, adds brokerage imports and encrypted sync across devices.
- Best for
- Individual investors who want portfolio, net worth and spending tracking held on their own devices.
- Pricing
- The app is free and open source; Wealthfolio Connect is an optional paid subscription, but the captured text shows no prices for it.
- Runs on
- iOSmacOSWindowsLinuxSelf-hosted
Strengths and trade-offs
Strengths
- Free and open source; no account or subscription required
- Accounts and history stay in a local database on your device
- Standalone macOS, Windows, Linux and iOS builds, plus Docker self-hosting
- Covers investments, net worth, spending and retirement planning
Trade-offs
- Brokerage imports and device sync need the paid Connect subscription
- No Connect prices are shown, so the ongoing cost is unclear
- Without Connect, accounts are maintained by manual entry or CSV import
- Broker coverage has to be checked against Connect's supported list
Pricing
Published plans and prices from Wealthfolio’s own pricing page.
How this score is made up
Each dimension is scored out of 100 and combined into the headline score using fixed weights.
MCP support
Whether an agent can drive the product through the Model Context Protocol, and how much setup that takes.
API quality
Public API surface: machine-readable spec, official SDKs, documented auth, errors, rate limits and versioning.
Documentation
Publicly reachable docs — coverage, freshness, code samples and machine readability.
Agent friendliness
How readable the site is to an automated client: llms.txt, structured data, server-rendered content, crawler access.
Changelog
A public, dated record of what shipped and when — the clearest signal that a product is still alive.
Marketing site structure
Whether the site answers a buyer's questions: clear positioning, the pages that matter, and accessibility.
Page speed
How fast the site loads for real visitors: Chrome UX Report 75th-percentile LCP, INP and CLS, with a Lighthouse mobile run standing in where a site has too little traffic for field data.
Operational trust
Status page and incident history, security disclosure, compliance and data-processing documentation.
Measured, but not part of the score
Useful to know, but not a mark for or against the product — so these do not affect the ranking.
Openness
Source availability, self-hosting, data export and open standards. Scored and shown, but not part of the composite — paid SaaS is not worse for being paid SaaS.
Maintenance
Release cadence and repository activity. Scored and shown, but not part of the composite — it is only measurable for open repositories.
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Where this comes from
The Wealthfolio pages BenchRank reads when it scores the product — its documentation, release notes, status and security pages, and its repository where there is one.
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Is this your product?
Claim Wealthfolio to manage its profile. Claiming lets you suggest edits to the descriptive fields — it never changes scores or rankings.