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Wealthfolio is a local-first personal finance tracker and multi-currency net worth calculator designed for managing investments, spending, and overall financial standing. It functions as an extensible portfolio management platform that allows users to maintain their data on their own devices, with an optional self-hosted Docker deployment for private server access. The platform is distinguished by an LLM-powered financial assistant that handles natural language transaction imports and portfolio querying. It further differentiates itself through a TypeScript-based SDK and plugin architecture,
Twenty is a headless customer relationship management framework that enables developers to build, version, and deploy custom business applications using code. By utilizing a declarative approach to data modeling, the platform allows for the definition of custom objects, fields, and complex relationships directly within the source code. This schema-driven architecture automatically generates corresponding REST and GraphQL APIs, ensuring that data structures and interface components remain synchronized across development and production environments. The platform distinguishes itself through a m
Crater is an open source invoicing software and multi-tenant accounting system. It serves as a financial management tool for creating professional invoices and estimates, tracking business expenses, and managing the financial records of several distinct business entities within a single instance. The platform integrates with payment processors to collect client payments automatically and provides a dedicated billing portal where customers can access their history and pay invoices online. It includes a template-based engine for generating PDF invoices and supports the automation of recurring s
QuantStats is an open-source Python library that calculates risk and return metrics from a portfolio return series and generates comprehensive HTML tear sheets. It computes dozens of financial statistics—including Sharpe ratio, drawdown, and volatility—in a single pass over the input data, using vectorized pandas operations for efficiency. The library distinguishes itself by combining portfolio performance analysis with Monte Carlo simulation, which models thousands of random return paths to estimate the probability of reaching financial targets or hitting loss thresholds. It produces self-co
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 main features of ghostfolio/ghostfolio are: Personal Finance Trackers, Asset Vulnerability Analysis, Financial Account Management, Investment Portfolio Tracking, Diversification Auditing, Financial Performance Metrics, Portfolio Performance Metrics, Data Import and Export.
Projects with overlapping indexed features include: wealthfolio/wealthfolio — Wealthfolio is a local-first personal finance tracker and multi-currency net worth calculator designed for managing… twentyhq/twenty — Twenty is a headless customer relationship management framework that enables developers to build, version, and deploy… crater-invoice/crater — Crater is an open source invoicing software and multi-tenant accounting system. It serves as a financial management… ranaroussi/quantstats — QuantStats is an open-source Python library that calculates risk and return metrics from a portfolio return series and… jameskokoska/cashew — Cashew is a local-first budgeting application and personal finance tracker designed to log income and expenses across… pocket-id/pocket-id — Pocket ID is a self-hosted OpenID Connect (OIDC) identity provider that replaces traditional passwords with…