Crypto portfolio tracking that inverts the SaaS model: rotki runs on your own machine, needs no email or account for the free tier, and keeps every wallet address, balance, transaction, and tax event in a local SQLCipher database encrypted with 256-bit AES. By default nothing passes through rotki-operated servers - a design choice that matters when cloud portfolio trackers concentrate exactly the identity-linked holdings data attackers want. Centralized exchanges (Kraken, Binance, Coinbase, Bitstamp, and more) connect through read-only API keys that can see but never withdraw; blockchain accounts cover Ethereum and its L2s, Bitcoin, Solana, Polkadot, and Kusama, with ENS resolution and your choice of RPC endpoint or your own node. rotki decodes on-chain transactions into readable events across major DeFi protocols - Aave, Uniswap, Compound, Curve, Lido - and generates profit-and- loss reports for tax season with customizable accounting settings, including FIFO, LIFO, and HIFO cost-basis methods, plus CSV imports for defunct exchanges. Optional premium sync is zero-knowledge, encrypting the database on-device before upload. AGPLv3-licensed and multiplatform, with a Docker package for server deployment.

OpenBB stands as the world's most popular open-source finance repository — an Open Data Platform that evolved from a pandemic-era Reddit post into a full-blown infrastructure layer challenging Bloomberg's $25 billion empire. The "connect once, consume everywhere" architecture consolidates proprietary, licensed, and public financial data sources into multiple consumption surfaces simultaneously: Python environments for quants building models, OpenBB Workspace and Excel for analysts creating dashboards, MCP servers for AI agents performing automated research, and REST APIs for custom applications. The modular extension system supports dozens of data providers including Yahoo Finance, Alpha Vantage, FRED, Intrinio, Polygon, and Tradier with standardized schemas that normalize responses across vendors. The CLI offers a terminal-style interactive interface with autocomplete, parameter hints, and chart rendering for rapid data exploration. Provider routing handles authentication, rate limiting, and response normalization transparently so switching between free and premium data sources requires changing a single parameter. The platform covers equities, options, fixed income, crypto, forex, ETFs, mutual funds, economics, technical analysis, quantitative analysis, and alternative data across global markets. AI agent integration exposes every data endpoint as tool-callable functions with schema discovery enabling LLMs to query financial data programmatically. Install via pip with Python 3.9+ and deploy the REST API server for team access. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Managing household finances and personal investments becomes completely private with ezBookkeeping, a self-hosted accounting platform that combines multi-currency ledger tracking, automated bank imports, and AI-assisted receipt analysis into a responsive financial dashboard. Users can record daily income, expenses, and asset transfers using hierarchical two-level accounts and customizable tags, attaching photographic receipts and geographic location coordinates to individual entries. The automated data ingestion engine processes bank statements across standardized CSV, OFX, QIF, CAMT, and MT940 files, applying user-defined column mappings and custom conversion scripts to eliminate manual bookkeeping. Financial planners can schedule recurring bills, configure monthly category spending limits, and track asset distribution with interactive charts, trend graphs, and activity heatmaps in the Insight Explorer. Integrated artificial intelligence tools scan uploaded invoice photos to extract line items automatically while a native Model Context Protocol server lets external desktop assistants query balances and audit budgets safely. Security features include time-based two-factor authentication, single sign-on via standard identity providers, and biometric passkey screen locks that secure private monetary ledgers on shared computers. Account owners can export full audit histories to portable spreadsheets, manage multi-currency exchange rate tables, and access clean web interfaces on both desktop monitors and mobile devices. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.

BTCPay Server processes Bitcoin payments with zero transaction fees, zero monthly costs, and zero third-party custody of your funds. Payments settle directly from customer to your wallet through a full Bitcoin node that provides cryptographic proof of receipt without trusting any intermediary. Lightning Network integration through LND, Core Lightning, or Eclair enables sub-second confirmation at sub-cent fees, with Ride The Lightning providing web-based node management within BTCPay itself. The Point of Sale app creates storefronts with product catalogs, tipping, and QR code displays for physical retail, events, or web embeds. Hardware wallet support through BTCPay Vault connects Ledger, Trezor, and ColdCard for transaction signing, keeping private keys in cold storage while running a hot payment interface. Multi-tenant architecture allows multiple stores on one instance, each with isolated wallets, Lightning nodes, and user permissions. The Greenfield REST API exposes every function programmatically for headless operation, automated invoicing, and custom integrations. E-commerce connectors for WooCommerce, Shopify, Magento, and PrestaShop plug in alongside Zapier for workflow automation. Optional Tor hidden services expose the instance as an onion address for censorship resistance. The official Docker Compose stack handles Nginx reverse proxy, Let's Encrypt TLS, and optional Tor configuration on a dedicated RepoCloud VPS with guaranteed CPU, RAM, and SSD. MIT licensed.

Your bank balance is only part of what you own, and MoneyMatter adds the rest: cash accounts, brokerage portfolios, cars, loans, and private deals roll into one net worth figure in your base currency. Add transactions by hand, import CSV, OFX, QFX, YNAB, Wallet, or Microsoft Money files, or let an AI model you provide parse a statement, while Monobank, SimpleFIN, Lunch Flow, and Walutomat connections sync accounts automatically. Each transaction can carry categories, tags, payees, notes, attachments, and splits, transfers and refunds link to their counterparts, and automation rules tidy new entries. Envelope-style budgets assign money to lines with Assigned, Activity, and Available columns and rollover rules, savings goals read progress from account balances, subscriptions and bills send reminders, and loans show payoff projections. Stocks, ETFs, and crypto are priced daily, vehicles depreciate along a curve, and a FIRE planner estimates years to Lean, Regular, Fat, Barista, and Coast FIRE. A customizable dashboard, cash flow, money flow, net worth history, trends comparison, and pivot table chart the results. Share accounts with a household member, export JSON, CSV, or XLSX, back up everything, or connect Claude, ChatGPT, or Claude Code through the built-in MCP server. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Track income, recurring expenses, and multi-currency assets with WYGIWYH, a self-hosted personal finance platform built on a strict cash-flow principle that preserves monthly savings while exposing spending patterns. Users can aggregate holdings across checking accounts, physical cash reserves, crypto wallets, and custom asset models with automatic foreign exchange rate calculations. The transaction engine executes automated adjustment rules to normalize merchant names, apply category tags, and calculate split costs on every purchase. Investors can schedule dollar-cost averaging portfolios to monitor accumulation performance and price averages over extended investment horizons. Interactive dashboards provide monthly breakdown grids, calendar views of pending recurring bills, and multi-year net worth trajectories. Financial analysts can export transaction journals to CSV, automate data synchronization through REST webhooks, or query accounts with AI agents via the Model Context Protocol. Customizable notification triggers alert account owners to payment due dates and anomalous spending spikes across monitored accounts. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. GNU AGPL v3.0 licensed.

Screen equities against dozens of technical indicators, backtest algorithmic trading strategies, and spot intraday market anomalies using Tick Stock Panel, a self-hosted quantitative analysis workbench. Traders can filter entire exchanges across technical indicators including moving averages, relative strength index, and Bollinger bands with near-instantaneous execution. The platform provides a full backtesting environment where users test customized entry and exit rules, account for simulated slippage and commission fees, and review streamed performance metrics. Dedicated monitoring modules track intraday volume spikes, price breakouts, and multi-day limit streaks with automated alert dispatching to messaging channels and voice announcements. Users can explore individual stock profiles featuring multi-dimensional technical breakdowns, financial balance sheets, and automated event post-mortems generated via integrated language models. Visual factor mining tools allow analysts to discover uncorrelated signals and assemble composite portfolio screens without external database overhead. An interactive dashboard aggregates sector rotations, hot concept heatmaps, and customizable watchlists into modular operational views. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.

Stocks, ETFs, crypto, bonds, precious metals, and cash across every account and currency, in one privacy-first dashboard: Ghostfolio is open-source wealth management software. The deliberate design decision is no brokerage linking: positions enter by manual entry, CSV import, or the REST API, so your holdings never pass through a data aggregator. Performance is measured as return on average investment across Today, WTD, MTD, YTD, 1Y, 5Y, and Max timeframes, with benchmark comparison against indices like the S&P 500, dividend tracking, and allocation breakdowns by asset class, region, and sector. A static X-ray analysis flags concentration and other portfolio risks, and a FIRE calculator projects progress toward financial independence. Multi-currency support converts holdings using historical exchange rates, market data comes from Yahoo Finance and CoinGecko among other pluggable providers, and everything exports back out as CSV or JSON. Built with Angular and NestJS on PostgreSQL and Redis, shipped as Docker images for amd64 and ARM, with a mobile-first PWA interface, dark mode, and a distraction-free Zen mode. AGPL-licensed.

InvoicePlane manages the complete freelance and small-business billing cycle — draft quotes, convert them to invoices, automate recurring charges, collect payments through Stripe and PayPal, and generate EU-compliant eInvoice XML for automated processing by accounting systems. Deployed over 100,000 times across 193 countries, the PHP 8.2+ application on CodeIgniter 3 with MySQL or MariaDB handles everything from first estimate to final receipt. EU-compliant eInvoice generation creates machine-readable XML invoices meeting European Union standards since version 1.6.2. Recurring invoices automate periodic billing with configurable controls that pause generation when previous invoices remain unpaid. Online payment integration lets clients pay directly through Stripe, PayPal with Advanced Credit Cards, and Venmo support. The CRM-like client management module stores contact details, notes, custom fields, and complete transaction history per client. Product and task management modules let you build line-item invoices from reusable product catalogs and project tasks. Customizable PDF templates powered by mPDF support branded invoice layouts with QR codes, while email delivery via PHPMailer handles automated sending with configurable SMTP. A guest portal gives clients read-only access to view and pay their outstanding invoices and quotes. Financial reporting tracks revenue, outstanding balances, and payment history. The multi-language interface supports community translations, and multi-currency handles international invoicing. Deploy via Docker Compose with automatic database migrations. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.

OctoBot provides a free and fully configurable cryptocurrency trading platform that runs on your own server. The bot automates investment strategies across 15+ exchanges including Binance, Coinbase, MEXC, Hyperliquid, Kucoin, OKX, and Bybit, supporting spot, futures, and perpetual markets. The AI trading system connects to any OpenAI-compatible API or local Ollama server, enabling strategies powered by ChatGPT, Llama, Mistral, or any custom model for market analysis and signal generation. TradingView integration accepts PineScript indicator signals and strategy alerts via webhooks, while built-in technical analysis covers RSI, Moving Averages, MACD, Bollinger Bands, and other standard indicators. The modular tentacle architecture allows community-developed plugins to extend strategy logic, evaluators, data sources, and exchange interfaces. The backtesting engine replays historical market data against any configured strategy, reporting profit and loss, drawdown, win rate, and trade-by-trade breakdown before committing real funds. Paper trading provides risk-free live simulation with the same execution logic as production. The web dashboard displays real-time portfolio value, open positions, trade history, and strategy performance with interactive charts. Telegram bot integration enables remote monitoring, notifications, and command execution from mobile devices. Docker deployment runs the full stack in a single container with persistent volume storage for configuration and trade data. On RepoCloud, deploy OctoBot on a dedicated VPS with root SSH access, persistent storage for your trading data and strategy configurations, and complete control over exchange API keys and AI model connections, all under the GPL-3.0 license.

With over 24,000 GitHub stars and active development since 2014, Firefly III is the self-hosted personal finance manager that gives you complete control over your financial data without ever contacting external servers. The double-entry bookkeeping system tracks every transaction with source and destination accounts, ensuring accurate balance calculations and audit trails across checking, savings, credit card, cash, and asset accounts. Budget management sets monthly spending limits by category with visual progress tracking and rollover support for unused allocations. Rule-based transaction automation applies categorization, tags, and budget assignments automatically based on configurable conditions matching description, amount, source, and destination patterns. Recurring transactions schedule regular bills, subscriptions, and income entries with automatic creation on configured dates. Piggy banks divide savings accounts into virtual sub-accounts for goal tracking with target amounts and deadlines. Financial reports include income versus expense summaries, budget performance charts, category breakdowns, tag reports, and net worth tracking with weekly, monthly, and yearly time ranges. Multi-currency support handles any currency with configurable exchange rates for international finance tracking. The REST JSON API covers nearly every feature for integration with external tools, import utilities, and the companion Firefly III Data Importer for bank statement processing. Two-factor authentication provides account security. Self-hosting deploys via Docker containers or directly on PHP 8.5+ with MySQL or PostgreSQL. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Securo is a privacy-first personal finance platform that keeps all your financial data in your own PostgreSQL instance while connecting to 2,500+ banks across three continents for automated transaction sync. The FastAPI backend with React/TypeScript frontend deploys via Docker Compose on ports 3000 and 8000, with Redis-backed Celery workers handling background synchronization. Bank connections span approximately 2,500 European PSD2 institutions through Enable Banking across 29 countries, US and international banks via SimpleFIN's open protocol, and Brazilian banks through Pluggy, all refreshing automatically every four hours. Multi-account management tracks checking, savings, credit cards, and investments with running balances. The auto-categorization rules engine applies pattern-matching across merchants and amounts. Goal tracking monitors savings targets with progress visualization, asset management handles stocks and custom instruments with configurable valuation growth rules, and reports generate Net Worth and Income vs Expenses charts with category sparklines. Optional AI Agents provide LLM chat with tool-use over your financial data through MCP, supporting OpenAI, Anthropic, Ollama, and compatible providers with per-agent RAG knowledge bases accessible via a global command palette. Multi-user support includes OIDC login, passkey authentication, TOTP two-factor, privacy mode, and multi-currency FX conversion via Open Exchange Rates. 1,500+ stars since March 2026. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Quote to cash in one web application - create quotes, convert them to invoices, record payments, track customers: iDURAR is an open-source ERP and CRM platform for small and medium-sized businesses. Built on the MERN stack (MongoDB, Express, React, Node.js) with Ant Design components and Redux state management, it presents a clean SaaS-style interface that needs little onboarding. Core modules cover invoice management with PDF generation and email delivery, payment recording against invoices, quote and proforma handling, customer records, and accounting views over the resulting data. Multi-currency support and localization make it usable for internationally operating teams. Because the whole stack is JavaScript with an API-first backend, extending it - custom fields, new modules, integrations - is approachable for any Node/React developer rather than requiring a specialist ERP skill set. Deployment is straightforward via Docker with a MongoDB instance. Licensed under AGPL-3.0 with free commercial use; a hosted enterprise version exists but the self-hosted edition is fully functional.

Roughly $1M of development work, open-sourced: Maybe Finance began as a $249/year commercial personal finance product before the company released it all. It aggregates bank accounts, credit cards, loans, investments, crypto, and real estate into a single net worth dashboard with historical trend charts - replacing the spreadsheet that usually glues a whole portfolio together. Transactions are categorized and tagged with rules, with merchant tracking and search across imported or synced activity; budgets track spending by category against plan; and the investment view follows holdings, cost basis, and returns across brokerage accounts. Multi-currency support converts accounts held in different currencies into a single reporting currency, bank synchronization works through Plaid where supported, and manual CSV import covers any institution. An optional AI assistant answers questions grounded in your own financial data. Because the app was built as a paid product with professional design before being open-sourced, its interface quality exceeds most community finance tools - and self-hosting means your balances and transactions are not monetized by a free app or gated behind an annual subscription. The stack is Ruby on Rails with Hotwire on PostgreSQL, licensed AGPL-3.0 and deployed via Docker. The original repository is archived; development continues in the community fork Sure, compatible with the same self-hosted setup.

Every unit of income gets a job in Actual Budget - a local-first personal finance app built on envelope (zero-sum) budgeting, where you can only budget cash you actually have, which keeps the plan honest by construction. The data model is a SQLite file that lives on your device and works fully offline; the self-hosted Node.js sync server adds background multi-device synchronization using CRDT-based distributed-systems machinery, browser and mobile access as an installable web app, and automated backups. Optional end-to-end encryption makes the synced data unreadable even to the server hosting it. Transactions enter three ways: manual entry, file import (CSV, QIF, OFX, QFX, CAMT.053), or automatic bank syncing through GoCardless for EU/UK banks and SimpleFIN for US/Canada. Built-in YNAB4 and nYNAB importers migrate complete budget histories, and reports, schedules for recurring transactions, and rule-based transaction cleanup handle the day-to-day. A fully featured local API lets developers script custom importers and automation against their own data. 100% free, open source, and 26k stars strong.

With 6,600+ GitHub stars and created by vas3k — one of the indie developer community's most recognized builders — TaxHacker is the self-hosted AI accounting application that turns receipt chaos into structured financial intelligence without surrendering a single document to third-party cloud services. Upload photos of receipts, invoices, or PDF bank statements, and the LLM pipeline automatically extracts dates, merchants, amounts, line items, tax breakdowns, and vendor information into an Excel-like structured database with custom fields you define through your own AI prompts. Currency handling covers 170+ fiat currencies and 14 cryptocurrencies (BTC, ETH, LTC, and more) with automatic conversion using historical exchange rates from the actual transaction date — critical for international freelancers filing in one reporting currency. The AI layer supports OpenAI (GPT-4o, GPT-4.1-mini), Google Gemini, Mistral, or fully local models via Ollama, LM Studio, vLLM, and LocalAI through OpenAI-compatible endpoints for complete air-gapped deployments. Features include multi-project workspace isolation, custom categories with AI-driven auto-classification, bulk document upload with batch processing, email server monitoring for automated attachment ingestion, flexible CSV export with attached documents, and comprehensive tax report generation. The tech stack runs Next.js 15+ for the frontend and tRPC API, Prisma ORM for database models and migrations, PostgreSQL 17+ for persistence, and Ghostscript plus GraphicsMagick for PDF rendering. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.

A plain text journal is all Paisa needs to put your net worth, cash flow, expenses, and investment returns on one set of dashboards. Write entries in the built-in editor. It brings syntax highlighting, auto completion, error checking, and auto formatting to double-entry journals. Bank and credit card statements in CSV, Excel, or PDF import through reusable templates that categorize every transaction. Price providers track mutual funds, NPS holdings, and stocks. Manual prices revalue a house, a car, or a plot of land. Budgets set a limit for each category and track spending against it. Allocation targets show how far a debt and equity split has drifted. Goals compute a completion date from monthly savings. The retirement planner works from a safe withdrawal rate and yearly expenses. A calendar marks recurring bills as cleared, late, past due, or upcoming, and Liabilities pages cover credit cards, loan repayment, and interest. Live Sheets calculate taxes and EMIs from ledger data. Journals and settings stay in plain text files that can be version controlled or shared, and ledger, hledger, and beancount are all supported. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0-or-later licensed.

Invoicerr nails the exact billing sequence freelancers actually use: draft a quote, send it to the client, collect a legally-binding electronic signature via a secure browser link, convert the approved quote into an invoice, and generate a branded PDF — no DocuSign account, no external signing service, no enterprise complexity. The React frontend with NestJS backend uses Prisma ORM with your choice of SQLite for instant local setup or PostgreSQL for production workloads. Quotes and invoices are first-class objects with independent status tracking — unread, sent, viewed, signed for quotes; paid for invoices — not a single form with a label swap. The e-signature system generates secure-token signing links that clients open in their browser to review and sign documents without needing any account or external service. PDF generation renders quotes, invoices, and receipts with your company logo, name, VAT number, colors, and custom email templates so documents reflect your brand identity rather than the software's defaults. Authentication supports JWT tokens or OIDC providers stored in cookies. The REST API backend enables future integrations with mobile and desktop clients. A plugin system with community-made features and outgoing webhooks extends functionality without forking core code. International-friendly with customizable currencies. Deploy with Docker Compose using the prebuilt image from GitHub Container Registry. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.