Wealthfolio Hosting

Open your pod's web address after it starts and complete any app settings shown during deployment. If a login password is requested, use the password configured for your instance; there is no universal default given in the hosted guide. Then create an account for your investments and add activity manually or by CSV. A financial account inside Wealthfolio is different from a Wealthfolio Connect service login. See the PikaPods guide.

No. PikaPods sets up and runs Wealthfolio for you, including OS and app updates and HTTPS. You won't touch Docker or a server. Your files and database stay accessible if you ever want to move them elsewhere.

Use your pod in a desktop or phone browser, or add its web app to your home screen. Native Wealthfolio apps keep separate local databases; installing one does not connect it directly to your pod by hostname. Synchronizing those databases uses the optional paid Connect service. See the mobile and PWA guide. The hosted web app needs your server reachable to access its data.

Manual entry and CSV import do not need a Connect subscription. Automatic brokerage syncing and encrypted synchronization between native apps and a self-hosted instance use Wealthfolio Connect, with different plan entitlements and supported institutions. Broker connections use SnapTrade. Check that Connect is enabled and its sign-in works in your hosted build before subscribing. Optional custom market-data and AI providers can also require your own API accounts and usage charges.

Set up incremental backups to S3 in your pod settings for automatic nightly snapshots, or download your files and database yourself. We keep whole-server backups for server failures, but they aren't a per-pod restore service, so your own backup is what protects your data.

You can use Wealthfolio instead of Sharesight and Kubera. PikaPods runs it for you, and you can move your files and database elsewhere.

Both track holdings and performance across accounts. Sharesight is a hosted portfolio tracker with its own broker connections and tax reporting. Wealthfolio works from activities you record or import from CSV, and keeps its data on your pod. Automatic brokerage sync needs its paid Connect service. Don't assume it matches Sharesight's tax or broker coverage.

No. You add prepaid credit and your pods are billed by the hour from that balance, rounded up to full hours. There are no contracts or minimum terms: delete a pod anytime and billing stops. Optional automatic top-ups keep your pods running without manual payments.

You do. And you're in full control. If you ever want to download, migrate, edit or delete your data, just enable file and database access for your pod and it will be right there.

Yes. Wealthfolio is part of our Green Heart program, so part of the revenue from every deployed pod goes to the project.