Wealthfolio: Private Finance
Wealthfolio: Private Finance

This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.

Logo of Wealthfolio: Private Finance

Wealthfolio: Private Finance

Visualize your wealth with beautiful heatmaps and smart AI insights. An open-source, local-first experience where your financial data never leaves your device.

Key Figures

Downloads

500+

User Rating

1.0/5

Total Ratings

0

Publisher

Teymz Inc

Category

Finance

Locales

1

Latest Version

3.1.0

Size

218.1 MB

First Released

Oct 2, 2024
Features

Take Command of Your Wealth, Privately

Powerful financial analysis meets absolute data sovereignty. Track performance, analyze risk, and leverage local AI—all without your data ever leaving your Apple devices.

Private & Open-Source by Design

Your financial data is yours alone. With local-first storage and open-source transparency, you never have to worry about data breaches or brokers selling your sensitive info.

Professional-Grade Visual Insights

Visualize your strategy with interactive heatmaps and allocation charts. Gain the deep visibility into risk exposure you need to accelerate your path to financial independence.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Wealthfolio: Private Finance - Wealthfolio app interface displaying a total balance overview with a portfolio growth chart and listed investment accounts.

Wealthfolio app interface displaying a total balance overview with a portfolio growth chart and listed investment accounts.

Wealthfolio: Private Finance - Wealthfolio app on iPhone showing a net worth growth chart and list of investment accounts.

Wealthfolio app on iPhone showing a net worth growth chart and list of investment accounts.

Wealthfolio: Private Finance - Wealthfolio app interface showing an AI assistant providing a breakdown of portfolio asset classes.

Wealthfolio app interface showing an AI assistant providing a breakdown of portfolio asset classes.

Wealthfolio: Private Finance - Wealthfolio mobile app interface showing a list of investment holdings and their current values.

Wealthfolio mobile app interface showing a list of investment holdings and their current values.

Wealthfolio: Private Finance - Wealthfolio mobile app dashboard displaying currency and account allocation insights for private investment tracking

Wealthfolio mobile app dashboard displaying currency and account allocation insights for private investment tracking

Wealthfolio: Private Finance - Wealthfolio app interface with stock market heatmap and sector allocation chart

Wealthfolio app interface with stock market heatmap and sector allocation chart

Wealthfolio: Private Finance - Wealthfolio app interface displaying a portfolio performance line chart benchmarked against the S&P 500

Wealthfolio app interface displaying a portfolio performance line chart benchmarked against the S&P 500

Wealthfolio: Private Finance - Wealthfolio app interface showing a graph of income history and a list of dividend sources

Wealthfolio app interface showing a graph of income history and a list of dividend sources

Description

A beautiful, private and open-source investment tracker that runs locally on all your devices: • Beautiful: Interactive heatmaps and allocation charts. • Smart: Deep insights into risk exposure and portfolio performance. • Private: Open-source transparency. Your data never leaves your device. • Built-in AI assistant with support for local and cloud AI providers, and full control over AI data access.

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This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.