Family Ledger gathers every account a household owns into one private picture of net worth, using ten minutes of data entry per month. Bank cards, brokerage accounts, funds, property, loans, crypto, precious metals, and insurance sit together, grouped by family member, with CNY, USD, and HKD support. Each month the app lists the balances to fill in, so two partners can finish the job at different times from a phone or desktop. The dashboard separates what you earned from what your money earned, and it reports true annualized return with XIRR and TWR, plus a net-worth line adjusted for inflation. An asset lens slices holdings by risk, platform, industry, currency, and region through sunburst charts and pivot tables, and fund look-through shows the real stock, bond, and industry exposure behind each fund. Upload a brokerage screenshot and a vision model reads every holding for you to confirm. AI checkups score allocation, risk, liquidity, and returns, then suggest rebalancing steps. Goals for retirement, education, and emergency reserves come with optimistic, neutral, and pessimistic forecasts. 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.

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.

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.

Ignidash answers the big retirement question, will my money last, with simulations you can run on your own server. Describe incomes, expenses, accounts, and contribution order, and the simulator reports your retirement age, portfolio at retirement, lifetime taxes, and final balance. Run hundreds of Monte Carlo trials to see your probability of success, or replay your plan against real historical market data to see how it would have fared. US tax estimation shows how withdrawals, asset location, and income changes move your tax bill, with tabs for net worth, cash flow, taxes, returns, contributions, and withdrawals. A net worth tracker lists assets like checking, 401(k), brokerage, and real estate beside liabilities. Several plans can live side by side, for instance a standard plan and an early retirement plan, each with its own results. Ask the AI chat about Roth conversion ladders or early withdrawal rules and it answers with your plan in mind, and AI insights write plain-language overviews of taxes, required distributions, and withdrawal strategy. Light and dark themes are included. 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.