Your own Wealthfolio instance: a private investment tracker for your accounts, holdings and income.

Early Access

This app is a brand-new addition to ElfHosted, and is considered beta. It runs, we test it, and your trial lets you prove it fits before you commit, but our support team does not yet have deep experience with it. Expect some trial and error: lean on the upstream documentation, experiment freely, and share what you learn in Discord, where the community and team are figuring these new apps out together. If you need a battle-tested workflow today, our established apps are the safer pick.

What is Wealthfolio?

Wealthfolio is an open-source investment tracker. Add your brokerage and retirement accounts, import your trades, and see holdings, performance and income in one place, without handing your portfolio to an ad-funded finance app. ElfHosted runs the unmodified upstream Wealthfolio release; ElfHosted is not affiliated with or endorsed by Wealthfolio or Teymz Inc.

Key Features

• Accounts and holdings: Track several accounts, in more than one currency, side by side.
• Activity import: Bring in your trades from a CSV export.
• Performance: Follow portfolio value and returns over time.
• Dividends and income: See what your holdings pay you, month by month.
• Goals and contribution limits: Set targets and keep an eye on yearly contribution limits.
• Market data: Prices from Yahoo Finance by default, switchable in Settings.

Why Run Wealthfolio on ElfHosted?

Portfolio history builds up over years, and it's only worth keeping if it's kept safe. ElfHosted keeps your instance online and backed up.

• Managed and maintained: Your instance is provisioned in minutes, kept updated, and backed by friendly humans on Discord.
• One dashboard: Sits alongside the rest of your ElfHosted subscription, no servers to run yourself.
• Persistent and backed up: Your data survives restarts and upgrades, with a daily backup.
• Simple subscription: One flat monthly price with a 7-day trial, cancel anytime.

Frequently Asked Questions

How do I log in?
Your instance sits behind your ElfHosted login, and Wealthfolio's own password is switched off, so there's nothing else to sign in to.

Where do prices come from?
Yahoo Finance and similar sources by default. You can change this under Settings, Market Data.

Does it sync with my broker automatically?
Automatic broker sync (Wealthfolio Connect) is a separate paid service from the Wealthfolio team and isn't part of this product. Import your activity from CSV instead.

Is this the official Wealthfolio?
It is the unmodified Wealthfolio release, run for you by ElfHosted. ElfHosted is not the Wealthfolio project.

Wealthfolio is a trademark of Teymz Inc.