So way back when I used to use Mint.com to help me manage my finances. It worked great until Intuit bought them, ended the app, and redirected their customers to CreditKarma. I hated getting spam messages and haven’t used a personal finance app for years. I finally set up ActualBudget and it great for budgeting but I want to keep track of investments, retirement holdings, property, and things outside of the monthly budget. I don’t think ActualBudget does that. Are there any self hosted projects that helps me keep track of stocks, property, and other assets?
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If you want to track all your wealth with one single tool (bank accounts, stocks, bonds, funds, properties…) I would recommend plain text accounting tools suchs as ledger-cli, hledger or beancount. I began with ledger-cli and move later to hledger.
You will learn a lot of double entry accounting and you will keep accounts with plain text files with version control.
It is a rabbit hole…
Yeah I use software to make my life easier. Not saying it isn’t worth learning but time is limited.
Well, PTA basics are quite simple, you can track quite easy your income and expenses. It depends how much things you want to track (cash, banks, mortage, stocks, …) and the detail you want to achieve (reports, queries, depreciations, budgets, forecasts…).
The limit is not the tool but your needs or as you said your time.
Downloading this
Since no one has addressed the stocks part yet, give ghostfolio a try:
Ghostfolio looks really neat, thanks! I wonder, can it import data from say Interactive Brokers?
One thats under active development but getting more and more insteresting would be https://maybefinance.com/ – a Rails app. It supports investments and stuff which seems rare. For import they appear to double down on Plaid, which appears to also do a Europe thing which was recently added, however CSV is also supported
I’ll check this one out. I don’t see any documentation on it so I don’t know if they can sync with my banks.
at least the recent (non-release) docker image should have plaid support for that. It appears to require a few environment variables. Have not yet “plaid” with that but might do so soon.
Oh and for stocks, it is bound to their Synth thing, 1K request are free per month (not all of my etfs are listed atm tho). The synth api key also goes into the env. (which confuses me right now as it also is an input field in the app, dunno but works)
I use Actual and my solution is to just report the differences in investments value at the end of each week as a transaction. It’s not great but it affords me an opportunity to see trends in a different way and make adjustments feeling a little more informed. I even put my car in and just check KBB every year and update it. Helps with the year end net worth evaluation though it’s not the most flexible.
Firefly III constantly drops the previous version of PHP and always needs the current version and of requires PHP 8.4.
I spent a lot of time trying to find an open source self hosted tool to replace mint and ended up just moving to Monarch and paying. Honestly it’s been a really great experience as if long as you don’t mind the annual $50.
I’ve used Gnucash for investment accounting and market valuation. It’s got plenty of features for tracking personal investments.
I haven’t used it myself so I’m not entirely sure it’s what you’re looking for, but paisa might be worth looking into.
firefly iii maybe
No Firefly doesn’t do it. I can’t track individual securities or assets only total values of an account. I wouldn’t know about any gains or losses nor total shares owned.
Some of the features you’re looking for led me to switch to Quicken a few years ago. It’s a legacy desktop app (Quicken Online sucks) and it’s not very fast but it is still the gold standard for personal accounting software. I’ve honestly been happier with it than I was with anything else I’ve tried.
Thankfully Intuit sold it off so they can’t enshitify it anymore.
