Settings

Open Settings from the bottom of the sidebar. Options are grouped into Preferences, Finance, Data, Connections, and Extensions, plus About.

Preferences

General

• Base Currency — the currency every total and report is converted to. All balances and transactions are converted using market exchange rates (see Exchange rates).
• Timezone — the timezone used for dates, daily buckets, and yearly contribution-limit boundaries.
• Automatic Updates — when enabled, Wealthfolio checks for app updates on startup.

Exchange rates

Exchange rates are added and refreshed automatically from your market-data providers. The General page lists the current rates so you can review them, and lets you add a custom rate for any pair the providers don’t cover:

1. Click Add rate.
2. Choose the From and To currencies and enter the rate.
3. Save.

Wealthfolio also handles currency variants automatically — for example pence vs. pounds (GBp ↔ GBP, 100 : 1) for securities priced in cents.

Appearance

• Theme — Light, Dark, or follow your system.
• Font — choose Mono, Serif, or Sans for the interface.

Finance

Accounts

Add, edit, group, hide, or archive your accounts, and set tracking mode and currency. See the Accounts & Portfolios guide.

Portfolios

Build named reporting scopes across a set of accounts, then select them from the account picker anywhere in the app. See Accounts & Portfolios.

Contribution Limits

Track contribution room for tax-advantaged accounts (IRA, 401(k), TFSA, RRSP…). See Contribution Limits.

Spending Tracker

Opt accounts into spending, manage categorization rules, budgets, and life events. See Spending & Budgets.

Data

Securities

Review and manage the instruments in your portfolio — tickers, custom/alternative assets, and their data settings.

Classifications

Edit the taxonomies (asset class, industry/sector, region, risk, and custom groups) that power Portfolio Insights and Allocation Targets. AI can help fill in missing tags.

Backup & Export

Export your data or back up your local database. See Export & Backup.

Connections

Wealthfolio Connect

Optional, end-to-end-encrypted brokerage and device sync. See Connect & Broker Sync.

Market Data

Choose which built-in providers are active and add your own. See Market Data Providers.

AI Providers

Connect an AI provider (or a local model) and pick a default model for the AI Assistant.

Extensions

Add-ons

Install and manage community add-ons that extend Wealthfolio. See Add-ons.

About

App version, links, and update controls.