Securo

Securo is a self-hosted personal finance management platform designed to provide users with complete control over their private financial data. By deploying the application within their own infrastructure, users can aggregate bank accounts, track income and expenses, and monitor investment portfolios while maintaining data privacy. The system supports multi-user access, allowing for collaborative expense tracking and shared financial management within a single environment.

The platform distinguishes itself through the integration of local artificial intelligence, which enables users to query their financial history and generate insights using natural language prompts without exposing sensitive information to external services. It also features a robust automation engine that applies user-defined rules to categorize transactions and monitor spending against established budget limits. To ensure consistent performance and security, the application is packaged for containerized deployment and includes support for multi-currency account management with real-time exchange rate conversion.

Beyond core tracking, the system provides comprehensive reporting and analytics tools, including interactive dashboards that visualize net worth, asset valuation, and long-term savings progress. It supports a modular import pipeline for historical data in various file formats and enforces production-grade security standards through multi-user authentication and integration with external identity providers.

Features

Personal Finance Management - Tracks income and expenses across multiple accounts to maintain a comprehensive view of total balance and financial health.
Containerized Financial Applications - Ships as a containerized financial management platform for secure, self-hosted deployment.
Local AI Inference - Runs self-hosted artificial intelligence models locally to interpret natural language queries and provide insights without exposing sensitive data.
Financial Query Interfaces - Integrates local artificial intelligence to provide natural language querying of personal financial history.
Budgeting Tools - Provides budgeting tools for managing income, expenses, and recurring spending limits.
Multi-Currency Ledger Management - Manages multi-currency accounts with automated exchange rate conversion for consistent financial reporting.
Self-Hosted Financial Platforms - Maintains complete control over private financial records by hosting database and application infrastructure on personal hardware.
Financial Transaction Importers - Records and consolidates income and expense transactions from manual entries, file imports, and bank synchronization.
Personal Finance Applications - Offers a private, self-hosted platform for comprehensive personal finance management and data control.
Bank Data Synchronization - Connects to financial institutions to automatically fetch and reconcile transaction data through secure and standardized data exchange protocols.
AI-Powered Data Assistants - Uses self-hosted artificial intelligence assistants to query financial records and retrieve information from custom knowledge bases using natural language prompts.
Financial Report Generators - Generates detailed financial reports on net worth and savings progress.
Automated Categorization Rules - Applies user-defined rules to incoming financial records to organize spending and income into specific categories without requiring manual effort.
Category Spending Limit Trackers - Sets monthly spending caps and receives progress alerts to maintain control over financial health and ensure expenditures remain within defined limits.
Financial Dashboards - Provides a centralized dashboard for monitoring account balances and budget performance.
Aggregator-Based Synchronizers - Connects to external financial institutions through standardized protocols to automatically fetch and reconcile transaction records into a private database.
Net Worth Tracking - Tracks net worth and savings progress by monitoring current asset valuations and defining specific financial targets to visualize long-term wealth accumulation.
Collaborative Finance Managers - Splits and categorizes transactions among multiple users to enable collaborative tracking of household or team finances within a single shared environment.
Investment Portfolio Tracking - Tracks the performance of stocks and custom assets to visualize total wealth growth and progress toward long-term financial goals.
Transaction Automation Rules - Applies user-defined logic to incoming financial records to automatically organize spending and income into categories without manual intervention.
Multi-Format Financial Importers - Supports importing financial data from multiple file formats including OFX, QIF, and CSV.
AI-Powered Reporting - Uses local artificial intelligence to query personal transaction history and generate insights through natural language prompts and reports.
Container Deployment - Packages the application with all necessary dependencies into a portable format to ensure consistent execution across various server environments.
Containerized Deployments - Packages applications with all necessary dependencies into a portable format to ensure consistent execution and reliable performance across hosting environments.
External Identity Provider Integration - Enforces security through multi-user authentication and integration with external identity services to protect sensitive financial information.

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Features