The encrypted wealth tracker for multi-asset rigor & total privacy.
Track PEA, CTO, crypto, life insurance and savings accounts in an AES-256-GCM encrypted vault. Prepare your tax return, measure what fees cost you and ask your portfolio questions with the AI of your choice.
Run it at home
Self-hosted with Docker
- Your data stays on your machine
- Source-available code, full control
Use it online
Managed cloud version
- Nothing to install, ready in a minute
- Available and synced on all your devices
Explore the full GlassFolio experience live
Try the complete application with zero friction — no email, no sign-up: PEA, brokerage, crypto, Cerfa tax helper and AI assistant with a preloaded sample portfolio.
- AI tools your assistant and MCP clients can call
- 35
- broker and exchange CSV formats recognised automatically
- 6
- key-derivation rounds protect your vault password
- 600,000
- languages, every screen translated
- 2
The app, screen by screen
Real screens from the demo account. Scroll through what GlassFolio does every day.
Your whole net worth at a glance
One dashboard consolidates every account and envelope, values them at market prices and shows how they evolve.
- Net worth and performance over time
- Allocation by asset class
- Best and worst performers
Every position, every broker
Positions from all your brokers and envelopes in one table, with cost basis, market value and unrealised gain.
- PEA, CTO, crypto, life insurance, savings accounts
- Filters by asset class, source and currency
- Weighted average cost kept on a shared ledger
Performance and the real cost of fees
Compare your returns with a benchmark, then see how management fees compound over the years.
- Benchmark and risk-free rate comparison
- Fee drag of each fund (TER) over 10 to 30 years
- Realised and unrealised gains
A modular tax engine
French tax rules are built in natively, and the engine is designed to welcome new jurisdictions as they come.
- Flat tax (PFU) versus progressive scale, compared for you
- Cerfa 2042, 2074 and 3916 boxes prepared
- Rules isolated by jurisdiction, ready to extend
Import from your broker in a few clicks
Drop the CSV export of your broker or exchange: the format is recognised and columns are mapped for you.
- BoursoBank, Trade Republic, Binance, Kraken, Bitget, Coinbase
- Duplicates skipped automatically
- Every import can be rolled back
Goals that keep you on track
Set savings goals, follow your monthly investing habit and progress through investor ranks.
- Savings goals with automatic tracking
- Monthly investing (DCA) streaks
- Ranks, quests and unlockable themes
Security and privacy by design
Your financial data is encrypted before it is saved, protected on the way and stored only in encrypted form, in the cloud as well as on your own server.
On your device
- Every record is encrypted with AES-256-GCM before it is saved.
- The key is derived from your password (PBKDF2-SHA256, 600,000 iterations, then HKDF).
- It stays in memory as a non-extractable key and the vault locks itself after inactivity.
In transit
- Cloud: HTTPS only, with HSTS.
- A strict content security policy and Trusted Types block injected scripts.
- Self-hosted: listens on 127.0.0.1 by default, an access token is required to open it to your network.
At rest
- Cloud: only encrypted records are stored, isolated per account by row-level security.
- Self-hosted: the encrypted vault lives in a volume on your disk.
- Exports and backups keep the same encryption.
Key management, local and cloud
Keys stay with you
Encryption keys are derived and used on your side, in both modes. They are never sent to a server.
Strict isolation
The project maintainer has no access to your financial data or to your private keys.
Strong sign-in
Authenticator codes (TOTP) and passkeys protect access to your account or vault.
Recovery under your control
A recovery key generated for you restores access if you lose your password.
Choose where your AI runs
The assistant answers questions about your portfolio and prepares operations for you. You decide which model runs it, from fully local to the provider of your choice.
Local model
Run the assistant with Ollama on your own machine. Nothing leaves your network.
Ollama
External API, your key
Connect the provider you prefer with your own API key, kept encrypted in your vault.
OpenAI • Anthropic • Gemini • Groq • OpenRouter
Your AI tools
Let Claude Code, Codex, Cursor or Antigravity use GlassFolio's tools on your own data, through a bridge on your computer. Your open, unlocked tab does the work, and you approve every change.
Claude Desktop • Cursor
The same safeguards everywhere
- Secrets are removed before a prompt leaves the app
- Every change to your data waits for your approval
- 35 tools, read-only unless you confirm
Ollama, OpenAI, Anthropic, Google Gemini, Groq, OpenRouter, Claude Desktop, and Cursor are trademarks of their respective owners. GlassFolio is an independent project and is not affiliated with, sponsored by, or endorsed by any of these entities.
And also
The details that make GlassFolio comfortable every day.
- Light • Dark • Midnight
Three themes, two languages
Switch between light, dark and midnight themes with readable contrast, and use the whole app in English or French.
- GDPR
Your data, always portable
Export everything in one click, merge older backups without duplicates, or delete your data for good.
- 10 currencies
Multi-currency
Hold assets in euros, dollars, pounds, Swiss francs and more, and see your net worth in the currency of your choice.
- Alerts
Alerts that watch for you
Get notified when a price crosses a threshold, a position reaches a gain or loss target, or your cash share grows too large.
Two ways to use GlassFolio
The same app, the same encryption and the same features. Choose where it runs, and switch whenever you like.
Self-hosted
Docker on your computer or server
- Full control: your data never leaves your disk
- Source-available code you can audit
- Works offline, except for market prices
git clone https://github.com/Damien-Esilv/GlassFolio.git && cd GlassFolio && npm run docker:up
- Image glassfolio:local built
- Volume glassfolio-data ready
- GlassFolio is running on http://localhost:3000
Cloud
Managed at app.glassfolio.dev
- Zero setup: create an account and start
- Accessible from anywhere
- Synced across your devices
- LaptopSynced
- PhoneSynced
- TabletSynced
Side by side
| Criterion | Self-hosted (Docker) | Cloud (app.glassfolio.dev) |
|---|---|---|
| Where your data lives | Encrypted vault in a volume on your own disk | Encrypted vault in Supabase, isolated per account |
| Account | A vault password, no email address needed | Email and password, with a verified address |
| Internet connection | Only to refresh market prices | Required |
| Two-factor sign-in | Passkeys and authenticator codes on your vault | Passkeys and authenticator codes |
| AI assistant | Ollama on your network, nothing leaves it | Your own API key or a local Ollama |
| Price | Free for personal use | Free |
Whichever you choose
Encrypted before saving
Your records are encrypted on your side in both modes.
The AI you prefer
Local model or your own API key, in both modes.
Free to move
Export from one mode and import into the other at any time.
One source-available codebase
Both modes run the same source code, public on GitHub.