Wealthfolio

Private investment portfolio tracking

Get it on umbrelOS

Version3.12.0

CategoryFinance

Source codePublic

Developed byWealthfolio 1 app

Submitted byal-lac 22 apps

Compatible withumbrelOS 0.5 or later

Wealthfolio is an open source investment portfolio tracker for monitoring holdings, accounts, performance, and market activity from your own server. It is designed for private wealth tracking, with a browser-based dashboard and local SQLite storage for portfolio data.

Use Wealthfolio to keep a self-hosted view of your investments without sending portfolio details to a third-party tracking service. It supports portfolio and account management, performance views, market data workflows, and a focused web interface for personal finance monitoring.

What's new

Version 3.12.0+Nov 2, 2026

⚠️ In rare cases, the first broker sync after updating can reset a holding's average cost to zero, including costs you entered manually. This can affect holdings with three or more decimal places when the broker supplies no average cost. Later syncs will not restore the previous cost.

Wealthfolio 3.12.0 adds seven themes, adjustable text sizes, gain and loss colour choices, a rebalancing worksheet, fund conversions, and additional market data providers.

This release improves spending and savings goals, CSV imports, and performance calculations, and fixes duplicate trade imports and cash-back income reporting.

Update all synced devices before using the new gain colours, fund conversions, or shared savings and retirement accounts. If a device received a fund conversion on 3.11, update it and choose Recalculate History for that account.

AI agents using categorization tools now need View spending and, to make changes, Organize spending permissions. Activities — commit/write now also permits deleting and voiding activities. Review your token permissions in Settings → AI agent access.

Savings goals may show different monthly amounts or status because expected returns now use a yearly rate, and goals without a saved plan assume 5% instead of 7%.

Upgrading from before 3.10.0 also introduces the new calculation engine: first launch creates a backup and recalculates history, which may change derived cost basis, realized gains, and past values.

Full release notes can be found at https://github.com/wealthfolio/wealthfolio/releases/tag/v3.12.0

Version 3.11.0+Oct 23, 2026

Wealthfolio 3.11.0 adds running balances, daily activity grouping, per-currency number formats, Arabic with a right-to-left layout, and currency exchanges within an account. The refreshed interface improves tables, menus, and keyboard accessibility.

This release also improves income and performance calculations, device sync, loan rate changes, and CSV import templates on self-hosted HTTP connections.

If you used external credits, custom Other holdings, same-account currency conversions, or currency codes such as USDT on 3.10.0, run Settings → Market Data → History → Refresh full history once to correct past values. Income now uses historical exchange rates and local-time months, and performance includes currency gains and losses on cash.

Update all devices if you use device sync.

Upgrading from before 3.10.0 also introduces the new calculation engine: first launch creates a backup and recalculates history, which may change derived cost basis, realized gains, and past values.

Full release notes can be found at https://github.com/wealthfolio/wealthfolio/releases/tag/v3.11.0

Version 3.10.0+Oct 15, 2026

Wealthfolio 3.10.0 introduces a new portfolio calculation engine, cost basis methods, loan tracking, and encrypted cloud backups for Wealthfolio Connect subscribers.

Holdings, cash, valuations, returns, transfers, shorts, splits, FX, and rounding now use one shared engine across desktop, mobile, and the server. The first launch recalculates history after creating a backup, so derived values such as cost basis, realized gains, and past values may change slightly.

Transaction-tracked accounts can now use FIFO, weighted average cost, LIFO, or HIFO cost basis methods, and liabilities can be tracked as loans or mortgages with amortization schedules and repayments.

Device sync users should update all devices before using the new cost-basis and return-of-capital data. Self-hosting needs no configuration changes.

Full release notes can be found at https://github.com/wealthfolio/wealthfolio/releases/tag/v3.10.0

Version 3.9.1+Sep 29, 2026

Wealthfolio 3.9.1 fixes device sync, portfolio returns, and Linux startup reliability.

Encrypted device transfers are faster and smaller, include broker holdings, and show clearer pairing progress. Update both devices to Wealthfolio 3.9.1 before pairing.

Holdings-account returns are now consistent after full and partial recalculations. If older return history is incorrect, run a full portfolio rebuild.

Self-hosted profile startup errors are clearer, and interrupted sessions recover more reliably.

Full release notes can be found at https://github.com/wealthfolio/wealthfolio/releases/tag/v3.9.1

Version 3.9.0+Sep 28, 2026

Important: back up your Wealthfolio data directory before updating. Wealthfolio 3.9.0 adds separate profiles, optional database encryption, app locking, and portable backups. Existing data appears in a Personal profile, and backups now need to include the full persistent data directory, not only the original database file.

Profiles and app locking let each person keep separate finances, require a password after inactivity, and recover access with a recovery code.

Portable backups can be password-protected, previewed before restore, and used on another installation; restores require reconnecting external services.

Insights and Spending gain customizable dashboard widgets, better net-worth and spending controls, improved import/date handling, quote-history fixes, and new formatting-region/timezone behavior.

Device setup has a single add/join/recover guide. Update receiving devices to Wealthfolio 3.9 before pairing.

Full release notes can be found at https://github.com/wealthfolio/wealthfolio/releases/tag/v3.9.0

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