wealthfolio ☆
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Description:
Investment portfolio tracker
Type: Cask  |  Latest Version: 3.9.1@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 27, 2026 2:06pm 3.9.1 0 VERSION_BUMP d393b8cb
Sep 27, 2026 8:07am 3.9.0 0 VERSION_BUMP c24b4f73
Sep 7, 2026 4:52pm 3.8.0 0 VERSION_BUMP 230d044a
Aug 19, 2026 10:48pm 3.7.0 0 VERSION_BUMP a4e1adde
Aug 8, 2026 1:55pm 3.6.3 0 VERSION_BUMP 182f7866
Jul 14, 2026 2:01am 3.6.2 0 VERSION_BUMP 54f5ba06
Jul 7, 2026 2:10am 3.6.1 0 VERSION_BUMP 03d44df4
Jul 5, 2026 2:12am 3.6.0 0 VERSION_BUMP e11f999e
Jun 26, 2026 2:35am 3.5.3 0 VERSION_BUMP 87e0c2b7
Jun 10, 2026 6:12pm 3.5.2 0 VERSION_BUMP ca159d89
Jun 9, 2026 5:51am 3.5.1 0 VERSION_BUMP 31a0b3aa
May 15, 2026 8:17pm 3.4.0 0 VERSION_BUMP faaf94d6
May 1, 2026 4:50pm 3.3.0 0 VERSION_BUMP 5dcb99f9
Apr 3, 2026 7:49am 3.2.1 0 VERSION_BUMP cc7fdfd2
Apr 3, 2026 2:05am 3.2.0 0 VERSION_BUMP 15cc5e21
Mar 16, 2026 1:57am 3.1.2 0 VERSION_BUMP 8f74b5ec
Mar 15, 2026 2:01am 3.1.1 0 VERSION_BUMP d1228832
Mar 14, 2026 10:33pm 3.1.0 0 VERSION_BUMP afd75478
Mar 7, 2026 4:40pm 3.0.5 0 VERSION_BUMP 3b7cb95f
Mar 5, 2026 10:47pm 3.0.4 0 VERSION_BUMP 0476ecec
Mar 3, 2026 11:27pm 3.0.3 0 VERSION_BUMP 6c203da5
Mar 3, 2026 5:18pm 3.0.2 0 VERSION_BUMP 4a946247
Mar 3, 2026 5:21am 3.0.1 0 VERSION_BUMP 0d66d8f6
Feb 25, 2026 5:24am 3.0.0 0 VERSION_BUMP f64781dd
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
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