Projects sharing features with Portfolio

Beancount is a plain-text double-entry accounting system. It enforces zero-sum transactions, organizes accounts into a hierarchical five-type tree, and verifies balances at specific dates using precision-derived tolerances. Transactions are recorded in plain-text files with a strict syntax that supports currency-specific rounding, automatic interpolation of missing amounts, and comprehensive metadata including tags, links, and payee annotations. Beyond core bookkeeping, Beancount offers investment portfolio tracking with lot-based cost basis management, configurable booking strategies (FIFO,

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

OpenStock is a stock market analysis platform designed for tracking real-time prices, analyzing market sentiment, and managing personalized financial watchlists. It serves as a financial portfolio tracker that allows users to monitor asset performance through technical indicators and candlestick charts. The platform distinguishes itself by aggregating sentiment data from social media, news sources, and prediction markets to visualize overall investor mood. It also features a specialized onboarding workflow that collects risk tolerance and financial objectives to tailor the tracking experience

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

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

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

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

leek-fund is a financial market extension for VSCode that enables the monitoring of real-time pricing data for stocks, funds, and futures directly within the editor status bar. It functions as a market data dashboard and portfolio tracker, allowing users to manage investment portfolios and track global exchange price fluctuations without leaving their workspace. The project distinguishes itself by integrating an AI market analyst to process investment information and interpret market trends. It further incorporates a financial news aggregator that streams real-time market alerts and social up

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

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

Cointop is a terminal-based cryptocurrency dashboard that displays real-time market data, prices, and portfolio values in a text-based interface. It aggregates data from multiple cryptocurrency exchange APIs and presents it in an interactive terminal user interface with vim-inspired keyboard shortcuts for navigation and control. The application distinguishes itself by embedding an SSH server that allows remote access to the dashboard from any device, with persistent client configuration tied to individual SSH keys. It includes a fuzzy search system for quickly finding coins by name, desktop n

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

DankMaterialShell is a complete Wayland desktop environment that provides a unified set of panels, widgets, system tray, notifications, and an application launcher out of the box. It is built on a plugin-based shell architecture that allows for extending the desktop with custom widgets, launcher items, and background services through a unified component interface. The shell renders its panels, widgets, and overlays using the Wayland layer shell protocol for compositor-agnostic desktop integration. The project distinguishes itself through several integrated capabilities that work together as a

tqsdk-python is a quantitative trading SDK and framework designed for developing automated strategies for futures, options, and stocks using Python. It functions as an algorithmic trading engine and financial market data API, providing the tools necessary to backtest strategies, analyze historical data, and execute live trades across multiple brokerage accounts. The project distinguishes itself through a specialized option analytics library that calculates Greeks, implied volatility, and volatility surfaces using the Black-Scholes model. It further supports complex order execution patterns, s

Books is double-entry accounting software designed for recording business transactions and managing a general ledger. It functions as an invoicing and billing platform to track accounts payable and receivable, and as a financial reporting tool for generating balance sheets and profit and loss statements. The application is built as an offline-first bookkeeping system that stores data locally during internet outages and synchronizes changes once connectivity is restored. It also includes a retail point of sale system to process immediate sales and record inventory movements. The software cove

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

Easytrader is a quantitative trading automation framework and brokerage API wrapper designed to programmatically execute buy and sell orders across trading terminals. It functions as a system for linking quantitative strategy logic to brokerage clients, providing the necessary infrastructure to automate stock trading and execute strategy-driven signals. The system distinguishes itself by offering a remote trading execution server that decouples strategy logic from trade execution, allowing orders to be triggered on distant machines via a web server or command-line interface. It includes speci

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

This project is a modular, terminal-based dashboard framework designed to aggregate and display real-time information within a grid-aligned interface. It functions as a centralized monitoring tool that translates data from local system resources, infrastructure services, and external web APIs into a unified, text-based display. The dashboard is distinguished by its plugin-based architecture, which allows users to encapsulate distinct data sources and display logic into isolated, independently managed modules. Users define their workspace through declarative configuration files or an interacti

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

This library is a Python-based tool for retrieving historical and real-time financial market data from public sources. It functions as a programmatic interface for downloading stock prices, dividends, financial statements, and corporate calendars, allowing users to perform automated research and analysis on various market assets. The project distinguishes itself by structuring retrieved financial time series directly into tabular data frames, which facilitates mathematical analysis and manipulation of market metrics. It supports efficient data retrieval through multi-threaded batch downloadin

FinanceDatabase is a system of data repositories and interfaces providing a corporate fundamental database, a financial market data API, and an SEC filings aggregator. It functions as a financial valuation engine and a macroeconomic indicator feed, offering a programmatic way to access market quotes, corporate fundamentals, and official regulatory disclosures. The project distinguishes itself through an institutional ownership tracker that monitors fund holdings, insider trading activity, and political financial disclosures. It also includes a dedicated tool for extracting and analyzing offic

JimuReport is an open-source reporting and dashboard engine designed to be embedded directly into Spring Boot applications. Its core identity centers on generating data reports and full-screen dashboards from natural language descriptions, eliminating the need for manual design. The platform also provides a conversational query interface that translates plain-language questions into database queries, returning results as tables and charts without requiring SQL knowledge. What distinguishes JimuReport is its integration of AI skills that can be installed with a single command, enabling report

This project is an automated cryptocurrency trading platform and server-side framework designed for executing trades and managing digital asset portfolios. It provides a unified environment for running algorithmic strategies across multiple exchanges, allowing for the automated placement of buy and sell orders without manual intervention. The system distinguishes itself through a modular plugin architecture that separates trading logic from core execution, enabling users to customize or swap algorithms as needed. It utilizes an event-driven execution loop that processes real-time market data

backtesting.py is a Python trading backtesting framework used to simulate trading strategies against historical price data to evaluate performance and risk. It includes a technical trade simulator, a quantitative performance analyzer, and a financial strategy optimizer. The framework features a parallel strategy simulator that distributes execution across multiple processor cores to reduce computation time. It also provides tools for strategy parameter optimization, allowing the identification of performant settings through the use of heatmaps and metrics. The system covers trade execution m

FinRL is a financial reinforcement learning framework and quantitative trading library. It provides a specialized system for developing, training, and simulating autonomous agents designed to automate financial trading and portfolio management. The project serves as an automated portfolio optimizer and financial market simulator. It enables the creation of decision-making policies to balance asset allocations, maximize potential returns, and minimize financial risk through reinforcement learning. The framework includes capabilities for financial market data engineering, algorithmic trading s