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Back to wealthfolio/wealthfolio

Open-source alternatives to Wealthfolio

30 open-source projects similar to wealthfolio/wealthfolio, ranked by how many features they have in common. Compare stars, activity and what each one does to find the best Wealthfolio alternative.

  • rotki/rotkirotki avatar

    rotki/rotki

    3,895View on GitHub↗

    Rotki is a local-first financial management suite designed for cryptocurrency portfolio tracking, tax accounting, and decentralized finance analytics. It functions as a self-hosted application that secures all financial records, transaction history, and user credentials within an encrypted local database, ensuring that sensitive data remains entirely under user control. The platform distinguishes itself through a privacy-preserving architecture that eliminates reliance on centralized cloud storage or third-party data providers. Users maintain full control over their connectivity by configurin

    Pythonaccountinganalyticsbitcoin
    View on GitHub↗3,895
  • portfolio-performance/portfolioportfolio-performance avatar

    portfolio-performance/portfolio

    3,931View on GitHub↗

    This project is an investment portfolio tracker and performance analyzer designed to monitor the growth of stocks, cryptocurrencies, and other financial assets. It functions as a multi-account wealth aggregator, consolidating transaction records and balances from different brokers and banks into a unified view of total net worth. The system operates as a financial data aggregator that imports broker statements and transaction records into a centralized ledger. It provides tools for calculating internal rates of return and weighted returns across multiple brokerage accounts to evaluate the pro

    Javaeclipsefinancialinvestment-portfolio
    View on GitHub↗3,931
  • gnucash/gnucashGnucash avatar

    Gnucash/gnucash

    4,096View on GitHub↗

    GnuCash is a double-entry accounting software designed for personal and small-business financial management. It tracks assets, liabilities, income, and expenses using a bookkeeping system that ensures financial accuracy. The platform functions as a multi-currency bookkeeping system and a SQL-based financial ledger, persisting accounting data in relational databases or XML files. The system is distinguished by its extensibility as a Python-scriptable accounting tool, providing Python bindings and a REPL for automating tasks and creating custom reports. It also serves as an investment portfolio

    C
    View on GitHub↗4,096

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  • jerbouma/financetoolkitJerBouma avatar

    JerBouma/FinanceToolkit

    4,449View on GitHub↗

    The FinanceToolkit is an open-source Python library for quantitative finance that provides a unified framework for financial analysis, asset valuation, and risk management. It serves as a comprehensive platform for computing over 200 financial metrics and ratios, with capabilities spanning financial ratio analysis, fixed income analytics, macroeconomic data aggregation, options pricing, and portfolio risk management. The toolkit distinguishes itself through a modular architecture that separates data retrieval from computation, with stateless engines for financial models like Black-Scholes, GA

    Pythoncommoditieseconomicsequities
    View on GitHub↗4,449
  • actualbudget/actualactualbudget avatar

    actualbudget/actual

    27,038View on GitHub↗

    Actual is a local-first personal finance manager designed to help users track income, manage expenses, and maintain a balanced budget. It functions as a data-centric application that prioritizes offline access and local file storage, ensuring that financial records remain available and performant regardless of network connectivity. The platform distinguishes itself through a robust architectural foundation that emphasizes data integrity and auditability. Every financial action is recorded as an immutable sequence of events, and all currency values are processed using an integer-based arithmet

    TypeScriptbudgetingfinancemoney
    View on GitHub↗27,038
  • ghostfolio/ghostfolioghostfolio avatar

    ghostfolio/ghostfolio

    7,730View on GitHub↗

    Ghostfolio is a self-hosted portfolio tracker designed for personal finance tracking and wealth management. It allows users to record investment transactions and monitor asset holdings across multiple financial accounts in a single private environment. The system provides a financial performance analyzer to calculate investment returns and generate growth charts. It includes an investment risk auditor that performs static analysis on asset holdings to identify financial vulnerabilities and diversification gaps. The platform covers broader capabilities for multi-account management and financi

    TypeScriptangularetffinance
    View on GitHub↗7,730
  • achannarasappa/tickerachannarasappa avatar

    achannarasappa/ticker

    6,109View on GitHub↗

    Ticker is a terminal financial dashboard that serves as an asset price tracker, portfolio performance monitor, and watchlist manager. It provides a command line interface for monitoring real-time stock and cryptocurrency prices and tracking the value of asset holdings. The tool differentiates itself by calculating portfolio gains using lot-based cost basis tracking and performing multi-currency asset valuation. It translates international asset prices and total portfolio values into a single local currency using current exchange rates. The system manages financial assets through categorized

    Go
    View on GitHub↗6,109
  • yutiansut/quantaxisyutiansut avatar

    yutiansut/QUANTAXIS

    9,955View on GitHub↗

    Quantaxis is a quantitative trading framework designed for building, backtesting, and executing automated strategies across global equities, futures, and cryptocurrencies. It integrates an event-driven backtesting engine, a multi-market execution gateway for order routing, and a quantitative data pipeline for ingesting and storing multi-asset market data. The system features a Rust-accelerated financial library that utilizes Apache Arrow for high-performance technical indicator calculation and zero-copy data processing. It provides a containerized infrastructure model designed for orchestrati

    Pythonquant
    View on GitHub↗9,955
  • jameskokoska/cashewjameskokoska avatar

    jameskokoska/Cashew

    4,092View on GitHub↗

    Cashew is a local-first budgeting application and personal finance tracker designed to log income and expenses across multiple accounts. It functions as a multi-currency expense manager and personal net worth dashboard, storing financial records in an on-device database to ensure private financial data storage. The project distinguishes itself through a focus on privacy and flexibility, offering optional personal cloud synchronization for multi-device access and biometric security to protect sensitive information. It features a currency conversion engine that calculates total values across di

    Dartandroidbudget-appbudgeting
    View on GitHub↗4,092
  • whisper-money/whisper-moneywhisper-money avatar

    whisper-money/whisper-money

    1,041View on GitHub↗

    Whisper Money is an open-source personal finance management platform designed for self-hosted environments. It provides a private, secure infrastructure for tracking income and expenses, consolidating multiple bank accounts, and managing asset portfolios. By prioritizing user data ownership, the platform allows individuals to maintain full control over their financial records while monitoring cash flow and progress toward personal budget goals. The platform distinguishes itself through the integration of artificial intelligence to automate the categorization of transactions and the generation

    PHPbudgetingmoney-managementopen-source
    View on GitHub↗1,041
  • we-promise/surewe-promise avatar

    we-promise/sure

    6,081View on GitHub↗

    Actual Budget is an open-source personal finance application that stores all financial data locally on the user's device using a SQLite database, enabling offline access and complete data ownership without cloud dependency. It packages the entire application stack into Docker containers for one-click deployment on any hosting platform with container support, and connects to over 10,000 financial institutions through the Plaid API to automatically sync account balances, transactions, and investment data. The application implements a monthly budget model that tracks spending against category li

    Ruby
    View on GitHub↗6,081
  • simonmichael/hledgersimonmichael avatar

    simonmichael/hledger

    4,059View on GitHub↗

    hledger is a plain text accounting tool and double-entry ledger manager that stores financial transactions in human-readable text files. It functions as a financial reporting engine for generating balance sheets and income statements, and as a multi-currency investment tracker for managing commodity lots and capital gains. The project distinguishes itself by providing multi-interface data access, allowing users to interact with their financial data via a command line interface, a terminal user interface, and a web server. It features a market-price valuation system to calculate the current va

    Haskellaccountingcommand-line-toolconsole-application
    View on GitHub↗4,059
  • bigcapitalhq/bigcapitalbigcapitalhq avatar

    bigcapitalhq/bigcapital

    3,537View on GitHub↗

    Big Capital is a cloud accounting management system designed to track assets, liabilities, and equity through a digital ledger. It provides a multi-tenant organizational framework that supports multi-branch tracking and regional currency settings. The system distinguishes itself through integrated bank feed management, utilizing secure token exchanges and webhook processing for automated transaction synchronization and rule-based categorization. It also features a multi-currency ledger that handles base currency conversions and specific currency codes. The platform covers comprehensive finan

    TypeScriptaccountingbillsdouble-entry-accounting
    View on GitHub↗3,537
  • firefly-iii/firefly-iiifirefly-iii avatar

    firefly-iii/firefly-iii

    22,431View on GitHub↗

    Firefly III is a self-hosted personal finance management system built on a double-entry bookkeeping engine. It provides a comprehensive platform for tracking income, expenses, and account balances while maintaining financial integrity through structured accounting principles. Designed for private use, the system supports multi-user access, allowing independent financial administrations to coexist within a single installation. The platform distinguishes itself through extensive automation and integration capabilities. It features a robust REST JSON API and webhook system that enables programma

    PHPaccountingbudgetbudgeting
    View on GitHub↗22,431
  • jerbouma/fundamentalanalysisJerBouma avatar

    JerBouma/FundamentalAnalysis

    4,974View on GitHub↗

    FundamentalAnalysis is a comprehensive financial analysis library, quantitative finance framework, and macroeconomic data integrator. It provides tools for computing financial ratios, executing corporate health metrics, and pricing derivatives and bonds using mathematical models. The project integrates diverse data streams, including global economic indicators, real-time market quotes, and standardized corporate financial statements. It features a technical analysis engine for generating momentum and volatility indicators, as well as a portfolio performance analyzer for tracking risk-adjusted

    Python
    View on GitHub↗4,974
  • gbeced/pyalgotradegbeced avatar

    gbeced/pyalgotrade

    4,659View on GitHub↗

    pyalgotrade is a Python algorithmic trading library designed for developing, backtesting, and executing automated trading strategies. It provides a comprehensive framework for financial strategy backtesting, a technical analysis library for computing mathematical indicators, and connectors for cryptocurrency exchange integration. The project distinguishes itself by supporting sentiment-based trading through the integration of real-time social media feeds and keyword streams. It features a quantitative trading visualization tool for plotting price action and portfolio equity curves, along with

    Python
    View on GitHub↗4,659
  • ellite/wallosellite avatar

    ellite/Wallos

    7,442View on GitHub↗

    Wallos is a self-hosted subscription tracking dashboard and financial expense manager. It serves as a budgeting tool for monitoring recurring payments and due dates to ensure subscription services are paid on time. The application identifies expenditure patterns through personal finance analytics, utilizing visual charts and spending statistics. It handles multi-currency finance tracking by retrieving live exchange rates from external services to translate global currencies into a single primary value. Additional capabilities include a notification system that sends payment reminders via ema

    PHPbudgetingdockerfinance
    View on GitHub↗7,442
  • adil192/saberadil192 avatar

    adil192/saber

    4,533View on GitHub↗

    Saber is a cross-platform handwriting application and digital ink organizer designed for creating, storing, and managing handwritten notes. It functions as an encrypted note synchronization tool that keeps private content consistent across phones, tablets, and computers. The application features a handwriting interface framework that supports digital document annotation and a hierarchical file system for arranging notes into nested folders. It utilizes client-side end-to-end encryption to secure data before transmission and synchronizes state across devices via a cloud relay. The system incl

    Dart
    View on GitHub↗4,533
  • remotely-save/remotely-saveremotely-save avatar

    remotely-save/remotely-save

    6,811View on GitHub↗

    Remotely Save is a cloud storage synchronization tool and backup manager designed to keep local files and application data consistent across desktop and mobile devices. It functions as a cross-platform synchronizer that mirrors local data to remote servers using S3 and other cloud protocols. The project focuses on privacy and security through end-to-end encryption, which secures files with a user-defined password before they are uploaded to remote cloud services. It ensures data remains private on third-party servers by applying symmetric client-side encryption. The system includes capabilit

    TypeScript
    View on GitHub↗6,811
  • worldbrain/memexWorldBrain avatar

    WorldBrain/Memex

    4,691View on GitHub↗

    Memex is a browser extension knowledge base and personal information manager designed for indexing, annotating, and organizing web content into a searchable personal archive. It functions as a web annotation tool that allows users to add highlights and notes directly to webpages and PDFs. The system features an AI-powered document summarizer that generates concise answers and summaries based on indexed materials using cited references. It includes an encrypted content synchronizer that uses end-to-end encryption to mirror archives and annotations across multiple devices. The platform provide

    TypeScriptannotateannotationannotations
    View on GitHub↗4,691
  • linsa-io/linsa.iolinsa-io avatar

    linsa-io/linsa.io

    16,880View on GitHub↗

    Linsa.io is an end-to-end encrypted cloud storage service and zero-knowledge data vault. It functions as a private content sharing platform that encrypts files and data on the client side, ensuring only the owner can access the stored content. The project employs a local-first approach, processing data updates and encryption on the local device before syncing encrypted blobs to a remote persistence layer. It uses a zero-knowledge architecture where the service provider cannot access decryption keys or view the plaintext content of stored files. The platform provides capabilities for private

    TypeScript
    View on GitHub↗16,880
  • edtechre/pybrokeredtechre avatar

    edtechre/pybroker

    3,191View on GitHub↗

    pybroker is a Python algorithmic trading framework and quantitative technical analysis library designed for developing, testing, and optimizing trading strategies using historical market data. It functions as a trading strategy backtester and a financial performance evaluator, providing a structured environment to simulate trading rules and analyze their statistical reliability. The framework distinguishes itself through a market data integration layer that handles the fetching and caching of historical price data from external providers. It incorporates an event-driven backtesting engine and

    Pythonaialgorithmic-tradingalgotrading
    View on GitHub↗3,191
  • saber-notes/sabersaber-notes avatar

    saber-notes/saber

    4,173View on GitHub↗

    Saber is an end-to-end encrypted note-taking application designed for handwritten content. It provides a digital ink canvas for creating documents and a system for organizing those notes within a hierarchy of nested folders. The application ensures privacy by encrypting both notes and device configurations on the client side before they are synchronized across devices. This process prevents the server from accessing stored content or user settings. The toolset includes digital ink annotation capabilities, such as text highlighting and layer-based stroke rendering. The user interface supports

    Dartandroidcross-platformdart
    View on GitHub↗4,173
  • micro-sheep/efinanceMicro-sheep avatar

    Micro-sheep/efinance

    3,814View on GitHub↗

    efinance is a Python financial data library and programmatic interface designed to automate the acquisition of market data for quantitative trading and analysis. It serves as a toolkit for retrieving real-time and historical information across various asset classes to support the development of backtesting systems and trading strategies. The library provides a multi-asset toolkit for monitoring diverse financial instruments, including stocks, funds, bonds, and futures. It allows for the extraction of specific data points such as shareholder counts, corporate index memberships, and net asset v

    Pythonbondfinancefund
    View on GitHub↗3,814
  • awesome-selfhosted/awesome-selfhostedawesome-selfhosted avatar

    awesome-selfhosted/awesome-selfhosted

    299,516View on GitHub↗

    This project is a community-curated directory of open-source software designed for deployment in private server environments and home labs. It serves as a comprehensive resource for discovering independent, self-hosted alternatives to mainstream cloud services, enabling users to maintain full data ownership and control over their digital infrastructure. The directory is structured through a hierarchical taxonomy that organizes a vast collection of applications into logical categories, ranging from media management and data analytics to private communication and team productivity tools. It dis

    awesomeawesome-listcloud
    View on GitHub↗299,516
  • anyproto/anytype-tsanyproto avatar

    anyproto/anytype-ts

    7,074View on GitHub↗

    anytype-ts is a TypeScript client library and offline-first knowledge base client designed for managing structured layouts and modular blocks within a private distributed database. It functions as a zero-knowledge data synchronizer and schema-driven API wrapper that enables the secure replication of encrypted data across devices. The library utilizes peer-to-peer connectivity and zero-knowledge encryption to ensure data remains private and unreadable to hosting infrastructure. It employs a schema-driven approach to compile data definitions into typed language bindings, ensuring consistent com

    TypeScriptanytypee2eelocal-first
    View on GitHub↗7,074
  • fasiondog/hikyuufasiondog avatar

    fasiondog/hikyuu

    2,999View on GitHub↗

    Hikyuu is a quantitative trading framework designed for developing, backtesting, and executing systematic trading strategies. It functions as a high-speed system that combines a financial time-series library, a multi-factor analysis tool, and a quantitative backtesting engine to support comprehensive trading research. The framework is distinguished by its high-speed computing core, which utilizes multi-threaded execution to process large volumes of market data for technical indicator generation. It supports a modular strategy composition model where signal, risk, and fund management component

    C++algorithms-tradingbacktestingcpp
    View on GitHub↗2,999
  • pumpkin-mc/pumpkinPumpkin-MC avatar

    Pumpkin-MC/Pumpkin

    7,827View on GitHub↗

    Pumpkin is a high-performance Minecraft game server implementation designed to host shared virtual worlds. It is specifically built to support multiple client editions, allowing different game versions to interact within a single world. The project distinguishes itself through a flexible plugin architecture that supports extensions written in Go and Python. These extensions are loaded as portable binary modules, enabling developers to implement custom game logic and modify server behavior without altering the core codebase. The server covers a broad range of operational capabilities, includi

    Rustdockergame-servergamedev
    View on GitHub↗7,827
  • mayswind/ezbookkeepingmayswind avatar

    mayswind/ezbookkeeping

    5,103View on GitHub↗

    ezbookkeeping is a self-hosted personal finance manager designed for tracking income and expenses. It functions as a multi-currency bookkeeping tool that manages account balances and total wealth through a private application. The system distinguishes itself by integrating a language model transaction processor to extract data from receipt images and automate financial entry. It also provides a REST-based finance API and a corresponding command-line client, enabling programmatic finance automation and the integration of records with external scripts. The platform includes a financial data an

    Goaccountingappbookkeeping
    View on GitHub↗5,103
  • lanmaster53/recon-nglanmaster53 avatar

    lanmaster53/recon-ng

    5,698View on GitHub↗

    recon-ng is an open source intelligence reconnaissance framework designed to automate the collection and aggregation of public information. It is a modular intelligence tool that utilizes a system of pluggable modules to harvest target data, resolve DNS queries, and parse web content. The framework is built as an API-driven tool with a programmatic interface to integrate with other security workflows. It is provided as a containerized application, using Docker to ensure a consistent environment for running reconnaissance tasks and managing a persistent data store. Its capabilities cover exte

    Python
    View on GitHub↗5,698