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investment-tracking

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Here are 40 public repositories matching this topic...

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moneymatter

letehaha / moneymatter

Sponsor
Star 237

Open-source, self-hosted budget tracker and personal finance app. Bank sync, multi-currency, investments, and a built-in MCP server for Claude and ChatGPT.

docker open-source personal-finance expense-tracker self-hosted budgeting budget budget-tracker money-management investment-tracking mcp-server
  • Updated Nov 11, 2026
  • TypeScript
AI-Portfolio-Compass-public

Elian-dan / AI-Portfolio-Compass-public

Star 37

An AI portfolio copilot that unifies multi-account, multi-market holdings for smarter analysis, risk diagnosis, and investment review.

personal-finance finance self-hosted investing fintech stock-market market-data financial-analysis risk-management multi-currency investment-analysis portfolio-management multi-account local-first ai-agent portfolio-tracking investment-tracking investment-analysis-tools multi-market portfolio-management-analytics
  • Updated Jul 14, 2026
  • Python

deltamiterevere / Quicken-Premier-Personal-Finance

Star 19

Quicken Premier Personal Finance - Local Windows build featuring every professional module and a simple install routine.

personal-finance budgeting bill-pay quicken windows-tools money-management finance-tools finance-software investment-tracking wealth-tracking quicken-setup-failed-fix how-to-install-quicken quicken-windows money-utility
  • Updated Aug 30, 2026

benvigano / visualfolio

Star 12

Self-hosted personal finance analytics dashboard and account aggregator.

personal-finance django plotly self-hosted financial-analysis portfolio-analysis investment-portfolio tailwindcss expense-tracking finance-dashboard account-aggregator investment-tracking
  • Updated Feb 11, 2026
  • HTML
counterpoise-ledger

jeffjjohnston / counterpoise-ledger

Sponsor
Star 9

Self-hosted double-entry personal finance: multiple books, investments with FIFO lots, Plaid bank sync, and an MCP server. Rust and SQLite.

react rust personal-finance typescript sqlite accounting webassembly self-hosted plaid bookkeeping moneydance double-entry-bookkeeping vite axum investment-tracking mcp-server
  • Updated Nov 1, 2026
  • TypeScript
fin-tracker

vkondi / fin-tracker

Star 5

A modern multi-user investment portfolio tracker with real-time analytics and visual insights for managing family/group finances across diverse platforms

react oauth typescript dashboard analytics nextjs postgresql fintech responsive-design wealth-management portfolio-management tailwindcss finance-tracker vercel investment-tracking
  • Updated Nov 12, 2026
  • TypeScript
sverto

EinarasGar / sverto

Star 5

Open source, self-hostable personal finance app: spending, investments and net worth in one double-entry ledger. Multi-currency, FIFO portfolio tracking. Web, Android, iOS.

react android rust personal-finance ios expense-tracker fire self-hosted budgeting open-banking double-entry-accounting multi-currency dividends swiftui money-management portfolio-tracker net-worth investment-tracking material-3-expressive
  • Updated Nov 5, 2026
  • TypeScript

AKKI0511 / Stock-Market-Portfolio-Tracker

Star 2

A web application built with Flask that helps users manage their stock market investments. Features real-time portfolio tracking, stock buying/selling functionality, transaction history monitoring, and live stock quote lookups using Yahoo Finance API. Perfect for investors looking to track their stock market activities in one place.

python bootstrap flask personal-finance sqlite web-application yahoo-finance-api stock-market real-time-data python-flask stock-trading portfolio-management finance-tracker investment-tracking
  • Updated Feb 29, 2024
  • Python

RubenOussoren / roms-finance

Star 2

Open-source personal finance and wealth management app for Canadian households. Track accounts, investments, debt strategies, and projections with Smith Manoeuvre support, PAG 2025 compliance, and multi-provider connectivity (Plaid + SnapTrade). Self-hostable via Docker.

docker open-source personal-finance self-hosted canada ruby-on-rails plaid wealth-management hotwire snaptrade debt-management investment-tracking smith-manoeuvre
  • Updated Nov 9, 2026
  • Ruby

MGrin / scani-oss

Sponsor
Star 2

Self-hostable, open-source portfolio tracker for crypto and traditional assets. Same TypeScript codebase as the hosted version, MIT licensed.

react open-source personal-finance finance typescript crypto pwa self-hosted monorepo fintech drizzle bun trpc portfolio-tracker bullmq elysia net-worth investment-tracking
  • Updated Nov 4, 2026
  • TypeScript

nsarang / custodium

Star 2

Python package for tracking investment portfolios and calculating adjusted cost basis (ACB) for Canadian tax reporting

finance investment tax-reporting capital-gains portfolio-tracker investment-tracking adjusted-cost-basis
  • Updated May 18, 2025
  • Python

Pacifinance / pacifinance

Star 2

Privacy-first, self-hostable personal finance tracker with anonymous benchmarking against similar users — net worth, investments, goals, no ads, open source.

react docker open-source personal-finance finance privacy typescript expense-tracker self-hosted budgeting privacy-first money-management supabase net-worth investment-tracking peer-comparison financial-benchmark
  • Updated Nov 10, 2026
  • TypeScript

atsob / Oikos

Sponsor
Star 1

Oikos – self-hosted personal finance with real multi-currency investment, account and tax tracking

react personal-finance postgresql self-hosted budgeting agpl fastapi portfolio-tracker investment-tracking
  • Updated Nov 8, 2026
  • Python

PegasusBearPop / moneydance-workflow-automation

Star 1

Technical configuration utility for Moneydance environment automation.

desktop-app java productivity open-source personal-finance workflow utility automation extension scripting budgeting data-management moneydance wealth-management online-banking money-management finance-tracker configuration-tool financial-software investment-tracking
  • Updated Jul 8, 2026

Pratap-kute / paisa

Star 1

Privacy-first, self-hosted personal finance manager for Ledger, hledger and Beancount with budgets, investments, imports, goals and financial insights.

docker personal-finance expense-tracker svelte self-hosted ledger budgeting beancount hledger plaintext-accounting ledger-cli portfolio-tracker financial-dashboard investment-tracking
  • Updated Nov 8, 2026
  • Go

jasonhaak / pp-p2p-parser-worker

Star 1

Cloudflare Worker for converting P2P lending statement CSV exports (e. g. from Mintos, EstateGuru etc.) into Portfolio Performance compatible import files

personal-finance csv-converter worker cloudflare csv-parser portfolio-performance bondora estateguru mintos cloudflare-workers p2p-lending investment-tracking pp-p2p-parser
  • Updated Jul 8, 2026
  • Python

jerry-l3 / Investment-Workbench

Star 1

投资工作台 Investment Workbench —— 完全离线的个人财富管理工具。投资持仓自动算成本/年化收益率、公司研究档案、日常记账、笔记复盘、AI 助手(可选)。单文件网页或 Windows 原生安装包运行,无需后端,数据只留在本地。

react personal-finance privacy typescript offline-first localstorage tauri vite portfolio-tracker investment-tracking
  • Updated Jul 29, 2026
  • TypeScript

dlev02 / Marten

Star 1

Personal finance workspace for accounts, spending, investments, and planning.

react personal-finance typescript expense-tracker budgeting convex tailwindcss vite investment-tracking
  • Updated Nov 6, 2026
  • TypeScript

api-evangelist / simplifi

Star 1

Simplifi by Quicken — independent third-party profile of a public API surface, by API Evangelist. Simplifi by Quicken is a personal finance management application that aggregates financial accounts from over 14,000 institutions, enabling users to track spending, manage budgets, monitor investments, set savings goals, and access projected cash flow

personal-finance budgeting cash-flow account-management apis-json investment-tracking savings-goals financial-aggregation spending-tracking
  • Updated Nov 1, 2026
networth-tracker

agasthik / networth-tracker

Star 0

Privacy-first financial portfolio tracker. Track CDs, savings, 401k, trading accounts & I-bonds locally. No cloud, no tracking, complete data privacy.

portfolio-tracker yfinance portfolio-tracker-free investment-tracking networth-tracker
  • Updated Aug 29, 2026
  • Python

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