Wealth Me

Self-hosted · Go + SQLite

Your money, one month at a time.

Wealth Me is a self-hosted tracker for savings, stocks, crypto, assets and debts. Log each month once, then see your saving rate, returns against the market and net worth over years. Everything stays in a single SQLite file on your machine.

Demo portfolio · one bar per month
Wealth Me dashboard showing portfolio value, saving rate, income, expenses and a net worth chart from January 2021

Inside the app

A page for each part of your money.

Dashboard with portfolio, savings and net worth summary

Screens from the demo · sample data from Jan 2021 to today

Features

Everything it does, in one list.

Track 5

Stocks & crypto
Log what you put in and what it's worth each month, kept apart per asset class.
Savings
Net income, expenses and saving rate against a target you set.
Assets
Property, vehicles, cash and gold, with value history by category.
Debts
Mortgage, loans and cards with interest rate, minimum payment and balance over time.
Net worth
Assets plus portfolio minus debts, month by month.

Charts 7

Benchmarks
Your ROI next to the S&P 500, Nasdaq and VWCE, plus the gap between them.
If in the index
Your real monthly deposits replayed into each index, so you see in money what you'd have if you had just bought the S&P 500, Nasdaq or VWCE.
Yearly heatmap
Each year colour-coded: ROI, TWR, stocks and crypto, every index, which one beat you, and what each year would be worth in an index mix.
Year over year
ROI per year side by side against the benchmarks.
Portfolio
Value against invested, monthly contributions and gain, for stocks, crypto or both.
Cash flow
Income against expenses, saving rate trend, annual and cumulative savings.
Views
1M to all time, monthly or yearly, market events on the timeline, any chart full screen.

Calculators 3

Compound growth
See what a monthly contribution grows into at a given return.
Early retirement
Years until you can stop working, from your real saving rate.
What-if scenario
Shift income, expenses, return or withdrawal rate and compare the path with today's.

Currency & data 5

Three currencies
RON, EUR or USD, chosen separately for portfolio, assets and debts.
Live exchange rates
Fetched from Yahoo Finance, so totals convert at today's rate.
CSV in and out
Import history from templates, export your entries any time.
Encryption
Optional AES-256 at rest via SQLCipher. Set a key and the database is locked.
Light & dark
Pick a theme in settings.

Self-host

Your numbers stay on your machine.

  • One file to back upAll data lives in one SQLite database, in a folder you choose.
  • Optional encryptionSet DB_KEY and the database is encrypted with AES-256 (SQLCipher).
  • Import from CSVBring in your spreadsheet history with the CSV templates for each section.
  • Multiple currenciesChoose a currency for each section. EUR and USD rates are fetched automatically.
# run with Docker
$ git clone https://github.com/hackmajoris/wealth-me
$ cd wealth-me
$ docker compose up -d
✓ open http://localhost:8080

# optional: .env next to docker-compose.yml
DATA_DIR=./data
HOST_PORT=8080
DB_KEY=$(openssl rand -base64 32)

Try it with sample data.

The demo runs entirely in your browser with almost six years of made-up history. Nothing is sent anywhere, and changes reset when you reload.