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Self-Hosted Finance Budgeting Personal Finance Portfolio Tracker Investment Management Net Worth Tracker

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Last Updated: 08-22-2026 01:41 AM (UTC)

Wealthfolio

Wealthfolio is a portfolio tracker offering a complete wealth management platform where financial data never leaves your infrastructure. Built on Rust with an Axum HTTP server, Diesel ORM, and SQLite storage, paired with a React 19 and Vite frontend, version 3.6 tracks stocks, ETFs, mutual funds, crypto, and cash savings across unlimited accounts with unified holdings. The performance engine calculates time-weighted returns (TWR), internal rate of return (IRR), volatility, maximum drawdown, and benchmark comparisons against the S&P 500 and custom indices, scoped per-account or across the entire portfolio. Net worth tracking monitors assets including real estate, vehicles, collectibles, and precious metals alongside liabilities, with stale-valuation warnings for items not updated in 90+ days. The spending module categorizes transactions automatically, supports multi-currency credit cards, builds budgets with monthly targets and rollovers, and generates narrative insights. A built-in AI assistant answers portfolio questions, suggests asset classifications, and imports transactions conversationally — bring your own API key from OpenAI, Anthropic, or use local LLMs. The addon system provides sandboxed extensions with granular permission declarations across 16 capability domains. CSV import maps broker exports with per-broker recipes for Interactive Brokers, Schwab, Fidelity, and dozens more. Market data streams from Yahoo Finance with automatic currency conversion. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Wealthfolio
Wealthfolio
Wealthfolio
Wealthfolio
Wealthfolio

Benefits

  • Complete Privacy by Design
  • All financial data stored in a local SQLite database on your server with zero cloud dependencies, no third-party analytics, and optional E2E-encrypted sync using device-specific keypairs.
  • Institutional-Grade Performance Metrics
  • Calculates TWR, IRR, volatility, and maximum drawdown per account and portfolio with benchmark comparison against S&P 500 and custom indices for accurate investment analysis.
  • Full Wealth Management Platform
  • Tracks investments, net worth with real estate and vehicles, spending with automatic categorization, financial goals, retirement planning, FIRE calculations, and contribution limits in one application.
  • Extensible Plugin Architecture
  • Addon system with sandboxed execution, typed Host API, and granular permissions across 16 capability domains enables community-built extensions like goal trackers and fee analyzers.

Features

  • Investment Portfolio Tracking
  • Tracks stocks, ETFs, mutual funds, crypto, and cash across unlimited accounts with unified holdings, per-position P&L, cost basis tracking, and income monitoring.
  • AI Financial Assistant
  • Built-in AI powered by OpenAI, Anthropic, or local LLM models answers portfolio questions, suggests asset classifications, imports transactions, and surfaces financial insights.
  • Net Worth Dashboard
  • Monitors assets including real estate, vehicles, collectibles, and precious metals alongside liabilities with area charts, balance sheets, and composition breakdowns over time.
  • Spending and Budgets
  • Categorizes transactions automatically with multi-currency support, monthly budget targets with rollovers, life event timeline markers, and narrative spending insights.
  • Docker Web Edition
  • Axum HTTP server packages the full Rust and React application into a single Docker image deployable on any Linux VPS, Unraid, Proxmox, or Coolify instance.