Wealthfolio
Wealthfolio is a local-first personal finance and investment tracking app for macOS that helps you monitor net worth, portfolios, budgets, and goals.
What is Wealthfolio?
Wealthfolio is a personal finance and investment tracking app for macOS that helps users organize accounts, follow portfolio performance, and understand overall net worth in one place. It is designed for people who want to keep financial records on their own device while still using features such as price updates, reporting, and optional synchronization across devices. The app supports tracking investments, cash, budgets, spending, goals, and long-term planning so users can manage both portfolio activity and broader household finances. It also includes import, export, and backup workflows that make it practical for ongoing recordkeeping or moving data between devices. Wealthfolio is published by Teymz Inc and is also available on other platforms, but the Mac app focuses on a native desktop workflow for day-to-day financial review and management.
Key features
- Track investment accounts, holdings, and portfolio performance
- Monitor net worth across cash, investments, and other assets
- Manage budgets, spending, and broader personal finance records
- Export and back up your financial data for safekeeping or migration
- Sync data across devices with the optional Wealthfolio Connect service
- Review financial goals and longer-term planning scenarios
Review app leftovers with diCleaner
Inspect caches, support files, containers, and login items before cleaning.
Safety overview
Status: Mostly safe
Wealthfolio handles sensitive financial information, so the main consideration is privacy rather than malware risk. Its local-first design means your data is stored on your Mac by default, which is appropriate for this type of app, while optional online features such as market data, updates, and device sync may send limited operational data over the network. Use a strong device password, keep backups of your financial records, and enable sync only if you want that convenience.
Recommendation: Keep Wealthfolio if you actively use it to track investments, net worth, or personal finances. If you stop using it, export or back up your records before removing the app so you do not lose data you may want later.
Common paths
/Applications/Wealthfolio.app
Support paths
~/Library/Application Support/com.teymz.wealthfolio/
Share your experience
Be the first to share your experience.