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.

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.

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.

With nearly 10,000 GitHub stars and over a decade of development since 2013, Invoice Ninja is the most complete source-available invoicing platform for freelancers and small businesses — combining professional invoicing, online payments, expense tracking, and project management in a single self-hosted application. The Laravel API backend powers a React web portal and Flutter native applications for Windows, macOS, Linux, iOS, and Android, delivering a consistent experience across every device. Create professional invoices and quotes with real-time PDF preview, product libraries, custom templates, and automatic tax calculations. Clients receive branded emails and access their dedicated portal at your custom domain to view documents, approve quotes with e-signatures, and pay with one click via Stripe, PayPal, Square, GoCardless, Authorize.net, Braintree, or Mollie. Recurring invoices with auto-billing charge saved payment methods on schedule — weekly, monthly, or annually — with automatic reminders and late fee calculations. The built-in project management suite includes Kanban boards for task organization, billable time tracking with start/stop timers, and vendor expense management with receipt attachments. Bank account synchronization via Yodlee or GoCardless automatically imports transactions for reconciliation. E-invoicing with PEPPOL network integration supports electronic invoicing standards for European and government compliance. Reports cover invoices, expenses, profit and loss, tax summaries, and aged receivables. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. Elastic License v2.

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.

Akaunting is an online accounting software for small businesses and freelancers. The double-entry accounting engine provides a full Chart of Accounts, journal entries, and balance sheet reporting, eliminating the manual errors inherent in single-entry systems. Unlimited invoice creation with customizable templates, automatic payment reminders, and client portal access lets businesses present professional documents and accept payments through PayPal, Stripe, and other gateway integrations. Expense tracking captures operational costs with category-based organization, receipt scanning, and vendor bill management with overdue payment alerts. Bank Feeds auto-syncs transactions from connected bank accounts and matches them against invoices and bills for streamlined reconciliation. The dashboard displays receivables, payables, cash flow summaries, profit and loss charts, expenses by category, and account balances at a glance with configurable date ranges. Quotes and estimates convert directly into invoices upon client approval, while recurring invoices and bills automate periodic billing without manual intervention. The modular architecture built on Laravel with the Akaunting Module package enables an App Store where developers publish extensions for payroll, inventory, projects, and CRM functionality. Multi-company support manages separate books from a single installation with per-company user roles. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. BSL 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.

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.

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.

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.

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.

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.

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.

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.

Track every recurring payment you have, from streaming services to SaaS tools, and get AI-powered recommendations on where to cut costs. Wallos manages subscriptions with automatic due date reminders delivered through email, Discord, Telegram, Pushover, Gotify, or custom webhooks so renewal charges never catch you off guard. Multi-currency support handles international subscriptions while the Fixer API converts everything to your primary currency for unified budget visibility. The statistics dashboard breaks down monthly and yearly spending by customizable categories, revealing consumption patterns and highlighting savings opportunities. AI analysis via ChatGPT, Gemini, or a locally-hosted Ollama instance reviews your subscription portfolio and suggests alternatives or consolidation strategies. Logo search automatically fetches brand imagery so your subscription list stays visually organized without manual uploads. Authentication supports OIDC with OAuth for enterprise environments, and the mobile-responsive interface works on any device with customizable themes and multi-language support. The PHP 8.3 application with SQLite backend runs from a single Docker container (bellamy/wallos image) with two persistent volumes for database and logos on port 8282. Deploy on RepoCloud with a dedicated VPS, keeping all financial data private under the GPL-3.0 license.

With 1,450+ GitHub stars and a live demo on Vercel, this Bloomberg Terminal clone delivers a professional-grade financial dashboard without the $24,000 annual seat license. The Next.js 15 App Router with React 19 and TypeScript serves a single-page terminal interface optimized for constantly mutating financial data, with partial pre-rendering enabling sub-500ms initial loads even on data-heavy views. Upstash Redis caches AlphaVantage market data to minimize API calls while maintaining sub-second update latency through React Query polling with configurable refresh rates. OpenAI integration provides AI-powered market insights, sentiment analysis, and trend interpretation directly within the terminal interface. Multiple specialized views cover market data tables with bid/ask spreads, financial news aggregation with category filtering, market movers highlighting top gainers and losers, and volatility analysis with historical comparison charts. Jotai atoms manage local state for watchlists, layout preferences, and terminal sessions while React Query handles server-state synchronization with aggressive stale-while-revalidate caching. The shadcn/ui component library with Tailwind CSS delivers accessible, keyboard-navigable interface elements styled after Bloomberg's iconic dark terminal aesthetic. Security features include origin restriction, rate limiting via Redis, and Zod-based input validation on all API routes. Motion (formerly Framer Motion) animates transitions between views and data updates without layout shift. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT 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.

Allocating every incoming dollar into purposeful spending and savings buckets before transactions occur, OpenBudgeteer gives households complete financial control through a self-hosted zero-based envelope budgeting platform. Users can organize expenditures into customizable bucket hierarchies, grouping everyday living costs, debt repayments, and sinking funds into distinct categories with target balances. Financial planners can import bank statement files via flexible CSV mapping profiles that parse transaction descriptions, clean up merchant strings, and auto-assign records to corresponding expense buckets. The transaction registry provides split-transaction functionality, allowing shoppers to divide a single department store receipt across grocery, household, and clothing envelopes with exact currency precision. Interactive progress bars display bucket health throughout the billing month, signaling when spending velocity threatens allocated limits and calculating suggested contributions for forthcoming paychecks. Advanced forecasting reports plot multi-month net worth trajectories, track category expenditure patterns, and calculate burn rates against long-term retirement and emergency savings goals. Account balances synchronize across multiple physical checking accounts, credit cards, and cash wallets, ensuring total bucket balances reconcile perfectly against real bank reserves. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL v3 licensed.