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.

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.

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.

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.