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.