A powerful, self-hosted portfolio tracker with Monte Carlo retirement projections, risk analysis, and intelligent allocation insights. Your financial data stays on your device - always.
Professional-grade portfolio analytics without the subscription fees or data privacy concerns.
Track all your accounts in one place - 401(k), IRA, taxable brokerage, 529 plans, HSAs, and more with custom account types.
Drag-and-drop CSV/Excel files from Schwab, Fidelity, Vanguard, and other brokerages with automatic format detection.
Track property values, CDs with maturity dates, and cash positions with APY - see your complete financial picture.
Sharpe ratio, Sortino ratio, VaR, CVaR, beta, max drawdown - all the metrics pros use to evaluate portfolios.
Set alerts for allocation drift, position concentration, or portfolio milestones. Never miss important changes.
Extend with custom importers, analyzers, and widgets. Built-in plugins for dividends, tax-loss harvesting, and more.
Get a complete overview of your financial health at a glance. Track total portfolio value, account breakdowns, retirement progress, and key metrics all in one place.
See every position across all your accounts with detailed information including cost basis, current value, and unrealized gains.
Understand exactly where your money is invested with detailed breakdowns by asset class, sector, geography, market cap, and investment style.
Run 10,000 Monte Carlo simulations to stress-test your retirement plan against market volatility, black swan events, and sequence of returns risk.
Account for rare market crashes with configurable tail risk scenarios.
See your chances of not running out of money across different withdrawal rates.
Detailed projections showing balance, withdrawals, and returns for each year.
Compare 3%, 4%, and 5% withdrawal rates side-by-side with percentile outcomes.
Add new features through the built-in plugin system. Install from Git or create your own.
Parse brokerage exports from Schwab, Fidelity, and more
Identify positions with unrealized losses for tax optimization
Estimate annual dividend income and portfolio yield
Add correlation heatmaps, treemaps, and custom visualizations
Perfect for financial advisors or anyone managing multiple portfolios. Each profile has its own completely isolated database.
Get started in minutes with Docker or Python. Free, open source, and privacy-focused.