Wealthfolio

Improved Custom market data providers editor with live preview pane and click-to-map fields. A smarter AI assistant: inline CSV import in chat, cash-balance tools, attachments that persist across the session, link/unlink transfers, and dozens of fixes. wealthfolio.app/changelog/3_3_…

A new Retirement & FIRE simulator and a save-up engine for your other goals. Year-by-year simulation, Monte Carlo Risk Lab (5,000 paths), sensitivity sweeps, and sequence-of-returns stress tests. All running locally on your machine. wealthfolio.app/blog/introduci…

Wealthfolio 3.3 is out! A step toward Wealthfolio being a full wealth companion, not just a tracker. New goals & retirement simulator, smarter AI assistant, redesigned custom market data providers, and a lot more.

Goals are getting some love in @WealthfolioApp with a new dashboard and a Retirement & FIRE simulator

@WealthfolioApp now includes an AI assistant. It can help you record & import transactions, get insights on your portfolio, and chat with your data. Use locally with @ollama or cloud LLM. You control what the AI sees.

After the great winter lock-in, Wealthfolio 3.0 + Connect are live. Net worth tracking, an AI assistant, broker sync, device sync, and more. wealthfolio.app/connect/

Different shades of navigation in Wealthfolio: Sidebar ➡️ Bottom bar ➡️ Focus mode

@magic_rook Record à transfert in or deposit transaction.

@WealthfolioApp How do I add cash holdings (USD etc?)

New Command+K launcher in action

Meet Wealthfolio Mobile. Your favourite open-source investment tracker now available on iOS.

New Trading dashboard Addon available

Introducing Wealthfolio Add-ons

🚀 Wealthfolio v1.1.6 is here with some nice new features: • Support for multiple market data providers beyond Yahoo Finance • Manual cash balance updates • Secure API key management via os platform keystores • Various fixes & improvements

🚀 Wealthfolio v1.1 is live! Big milestone: we rebuilt the core for a stronger base and packed in lots of upgrades. Details 👇

@larrylai702 Sure, will do. Thanks for reporting this

@WealthfolioApp The Discord link on the website page was expired. Could you generate a new link?

Wealthfolio v1.0.24 is out! 🎉 • Manual Price entry for unsupported assets: symbol page includes a new History Tab to view price history and enable manual entry. • Holdings List Improvements: Shows available cash, show or hide columns. switch between asset or base currency.

Wealthfolio v1.0.23 is out! 🎉 • Flexoki Color Palette for a warmer look. Thanks @kepano • Custom Asset Classification for stocks • Fee input for Interest Activities • Enhanced Composition Chart views • More stock quote data on Symbol Page

Also we migrated the app to @TauriApps v2.

4- Many other fixes and ui improvements: github.com/afadil/wealthf…

Wealthfolio 1.0.19 is here with some new features: 1- Contribution Room & Limit Tracking