wealthfolio
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Description:
Investment portfolio tracker
Type: Cask  |  Latest Version: 2.1.0@0  |  Tracked Since: Dec 28, 2025
Links: Homepage  |  formulae.brew.sh
Category: Productivity
Tags: finance portfolio investing tracking desktop
Install: brew install --cask wealthfolio
About:
Wealthfolio is a native desktop application designed for tracking investment portfolios across multiple asset classes and brokerages. It provides a unified dashboard to monitor performance, analyze asset allocation, and track investment goals without requiring subscriptions.
Key Features:
  • Multi-broker and exchange data aggregation
  • Performance tracking and analytics dashboard
  • Portfolio asset allocation visualization
  • Offline-first desktop application
Use Cases:
  • Consolidating investment data from multiple brokerage accounts
  • Analyzing portfolio performance and asset allocation over time
Alternatives:
  • Portfolio Performance – Open-source alternative with more complex setup but greater customization
  • Sharesight – Web-based service with free tier but subscription costs for advanced features
Version History
Detected Version Rev Change Commit
Sep 17, 2025 2:20am 1.2.3 0 VERSION_BUMP a05da0dc
Sep 15, 2025 1:25pm 1.2.2 0 VERSION_BUMP 0f445f17
Sep 12, 2025 2:01am 1.2.2 0 VERSION_BUMP fd469245
Aug 23, 2025 7:44pm 1.2.1 0 VERSION_BUMP 097f8489
Aug 22, 2025 10:44pm 1.2.0 0 VERSION_BUMP 08abaee4