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The AI
Wealth Manager

A free* and open-source toolkit for financial empowerment
Demo of the app
Time travel through trades to surface the strengths and weaknesses of your portfolio
Inspect and compare your historical net worth with no limitations
Use advanced TradingView features on your data like indicators, drawing tools, etc.
Prepare your tax report or feed data into your AI assistant
Extend the project under the AGPL-3.0 license
Open web app

*Free as in Freedom

What's under the hood?

3. UX layer

Access your financial data when you need it, where you need it. Private and secure at all times.

2. Compute layer

Crunching your data for insights and intelligence — uncovering the past, planning the future.

1. Data layer

Enabling sovereign individuals and organizations to own and manage their transaction and asset data.

Diverse APIs integrations
Query prices from our Coinbase, Binance and Alchemy adapters.
Retrieve your transaction history using Etherscan or Binance.
Discover more in our extensions store.
Are you a developer? Check out our developer guide on GitHub.
First-class Coingecko integration
Explore 14901 digital assets, 989 exchanges and
389 blockchains with our Coingecko extension .
Roadmap

1. Digital assets

Track, analyze and manage your cryptocurrency assets and DeFi positions.

Most functionality live in production.

2. Stocks, commodities and more

Manage your stock portfolio, real-estate or anything of value in one place.

Stocks & ETFs tracking is live powered by Yahoo Finance.

3. Expenses & budgeting

Track your expenses, generate forecasts, set budgets and create a complete picture of your finances.

Developers needed! Help us build the future of personal finance.

See the short-term Roadmap on GitHub
Get involved
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Frequently Asked Questions

Yes! Privatefolio is completely free to use, free to modify and free to distribute, its source code is available under the AGPL-3.0 license. However, since Privatefolio is extensible, just like in App Store or Google Play, you may encounter extensions that require a one-time fee or a paid subscription.

Yes! The easiest way to self-host is to either install any of the desktop apps on your computer, or torun the Docker image on your server .

Absolutely! Open-source and collaboration are at the core of our mission. You can develop custom extensions and earn money doing so. Extensions can range from support for new csv formats, new price providers, advanced analytics, AI features (like voice, or deep research agents) and much more.
You can provide suggestions on how we can improve the core app, or help with documentation. Check out our developer quickstart on GitHub and make sure to join our Discord server.

Yes! The app is free, but we offer a premium plan that includes a faster cloud machine, higher AI limits and priority support. This helps us maintain and improve the project.

Exactly! Like WordPress, Privatefolio is open-source, self-hostable, and highly extensible. Anyone can develop extensions (i.e. plugins) to add new features. Similarly to WordPress's business model, we offer a premium plan that includes a faster cloud machine, higher AI limits and priority support.

The AGPL-3.0 (GNU Affero General Public License) is a strong copyleft license that ensures the software remains free and open. Here are the key freedoms it provides:
  • Freedom to Use: You can use the software for any purpose, including commercial use.
  • Freedom to Study and Modify: You can study how the program works and modify it to suit your needs, including for commercial purposes.
  • Freedom to Distribute Copies: You can redistribute copies of the original program.
  • Freedom to Distribute Modified Versions: You are allowed to distribute your modified versions, including for profit. However, if you run a modified version of the software on a server and allow others to interact with it, you must provide the source code of the modified version to those users.
This helps maintain the open ecosystem while allowing commercial use through our premium offerings.
Learn more by reading our license on GitHub.

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