Porcfolio
Personal budgeting and wealth tracking app for organizing transactions, budgeting, and projecting finances
The product is a personal budgeting and wealth tracking application that helps individuals organize transactions, monitor spending against budgets, track net worth and asset allocation, and project future finances. It is for individual consumers managing personal finances. It is delivered as a local-first application where data stays on the device and works offline, with an optional paid tier for end-to-end encrypted multi-device sync and web access, and does not sell data or show ads.
Key features
- Net worth overview
- Recent activity tracking
- Key metrics dashboard
- Transaction history tracking
- Categorize spending
- Search filter and edit transactions
- Budget goals and progress tracking
- Asset allocation tracking
- Financial projections with assumptions
- Customizable themes and categories
- Local-first offline data storage
- End-to-end encrypted sync
- Multi-device synchronization
- Web app access
- Bank aggregation via Plaid / Salt Edge
- Export financial history