Worthweave

Local-first · Open source · macOS

Your portfolio.
Woven together.

Worthweave brings investments held across Trading 212, Interactive Brokers, and Robinhood into one coherent, private view without sending your financial history to someone else’s server.

Download for macOS View source on GitHub

Native Apple Silicon app · macOS 13 or later · Apache-2.0

Worthweave overview showing a fictional consolidated portfolio
Local by defaultPortfolio data stays on your Mac.
Read-only connectionsNo order or trading permissions.
Exact calculationsDeterministic Rust, not AI guesses.

One portfolio, every account

See the whole story behind the total.

Worthweave reconstructs holdings from broker history while keeping each provider, account, currency, and tax wrapper distinct.

01

Consolidated reporting

Track value, gains, income, allocation, and true total return in your chosen reporting currency.

02

Broker-aware imports

Import Trading 212 and IBKR CSVs, or use verified read-only connections with idempotent synchronisation.

03

Honest completeness

Missing prices, history, or exchange rates are surfaced clearly and never filled with plausible-looking estimates.

04

Optional local AI

Use Rapid-MLX or Ollama to explain application-calculated results without changing the ledger.

Traceable performance

From holdings to attribution.

Understand what changed your portfolio through realised and unrealised gains, dividends, interest, fees, and taxes, with the underlying data-completeness status always visible.

  • Allocation by broker, account, asset class, sector, geography, and currency
  • Immutable imported source records with duplicate prevention
  • Encrypted, versioned backups and human-readable exports
Worthweave portfolio view showing fictional holdings and return attribution

Privacy is architecture

Your financial history is not a business model.

Broker files are parsed locally. Portfolio data lives in an owner-only SQLite database. Optional broker credentials are stored in macOS Keychain, and local AI is restricted to services running on your own machine.

Read the security model

Worthweave v0.3.1

Bring your investments into focus.

Free, open-source portfolio analysis for Apple Silicon Macs.

Download from GitHub Worthweave provides analysis, not financial advice.