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.

Wealthfolio is a portfolio tracker offering a complete wealth management platform where financial data never leaves your infrastructure. Built on Rust with an Axum HTTP server, Diesel ORM, and SQLite storage, paired with a React 19 and Vite frontend, version 3.6 tracks stocks, ETFs, mutual funds, crypto, and cash savings across unlimited accounts with unified holdings. The performance engine calculates time-weighted returns (TWR), internal rate of return (IRR), volatility, maximum drawdown, and benchmark comparisons against the S&P 500 and custom indices, scoped per-account or across the entire portfolio. Net worth tracking monitors assets including real estate, vehicles, collectibles, and precious metals alongside liabilities, with stale-valuation warnings for items not updated in 90+ days. The spending module categorizes transactions automatically, supports multi-currency credit cards, builds budgets with monthly targets and rollovers, and generates narrative insights. A built-in AI assistant answers portfolio questions, suggests asset classifications, and imports transactions conversationally — bring your own API key from OpenAI, Anthropic, or use local LLMs. The addon system provides sandboxed extensions with granular permission declarations across 16 capability domains. CSV import maps broker exports with per-broker recipes for Interactive Brokers, Schwab, Fidelity, and dozens more. Market data streams from Yahoo Finance with automatic currency conversion. 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.

If your books live in a plain-text Beancount ledger, Fava turns that file into a browsable dashboard of statements, charts, and a built-in editor. Income Statement, Balance Sheet, Trial Balance, Journal, Holdings, and Statistics reports render as tables and charts, with stacked or single bars, monthly breakdowns, and at-cost conversion. Three top-bar filters narrow every report. Match by date, account pattern, #tag, ^link, payee, metadata, or amount; spaces require all conditions, commas accept any. The Query page runs Beancount Query Language statements like bean-query. Two-column results become line or treemap charts, and every result exports to CSV, plus XLSX and ODS with the Excel extra. The browser editor autocompletes accounts, payees, and tags. Press n for a quick-add form that records a new transaction. Drag a receipt onto an account name to file it in that account's documents folder, or onto a Journal row to attach it to the transaction. Budget directives from daily to yearly show remaining amounts in charts and reports. Colored indicators flag passed or failed balance checks on opted-in accounts. Importers feed a review list; extensions add custom report pages. Gmail-style keyboard shortcuts speed up daily use. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. 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.

When your bank balances, brokerage holdings, credit cards, loans, and crypto wallets sit scattered across a dozen institutional portals, Sure brings your entire financial life into one private, self-hosted wealth management workspace. You can track checking, savings, real estate, vehicles, and multi-currency investment portfolios while monitoring real-time net worth charts and thirty-day account sparklines. Automated account synchronization connects through Plaid, SimpleFIN, Enable Banking, Lunch Flow, SnapTrade, Questrade, and native Bitcoin, EVM, or Solana wallet integrations, alongside manual CSV, XLSX, and PDF statement imports. A built-in statement vault parses date ranges and opening or closing balances directly from uploaded PDF statements in seven languages to reconcile your ledger against bank records. Day-to-day transactions support nested subcategories, merchants, tags, receipt attachments, and automated categorization rules with regular expression matching. Monthly budgets let households run shared family budgets alongside individual member budgets while automatically excluding 401(k) and IRA retirement contributions from spending limits. Portfolio tracking pulls market prices from Yahoo Finance, Tiingo, Twelve Data, and Alpha Vantage, calculates or locks per-share cost basis, and labels buys, sells, and dividends. An optional AI assistant sidebar answers natural-language questions about your cash flow and spending habits. 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.

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.