InfoLib is a financial research terminal combining options analytics, company research, SEC filings, institutional holdings, market data, screeners and calendars in one platform. It offers free tools without an account, plus paid plans: Options, Research and InfoLib Complete.
Actual Budget is a local-first personal finance app built around envelope budgeting. It supports syncing across devices with optional end-to-end encryption, and offers bank sync through goCardless in the EU/UK and SimpleFIN in the US/Canada.
Portfolio Visualizer provides online portfolio analysis tools, including backtesting, Monte Carlo simulation, tactical asset allocation, optimization and factor analysis. It offers a free tier for personal and educational use, with paid Basic and Pro subscriptions billed annually.
Firefly III is a free and open source personal finance manager. It offers full transaction management with a double-entry bookkeeping system, a Data Importer for bringing in data, an advanced rule engine, and budgeting with categories and tags. It also provides reports and a JSON REST API.
A wiki for the /r/UKPersonalFinance subreddit and Discord. It offers a flowchart for getting finances in order, recommended books, videos and sites, guidance on where to get emergency money for essentials, and advice on posting questions to the subreddit.
HomeBank is a curated directory or link collection for discovering useful websites, tools, and resources.
Compound Interest Calculator is a miscellaneous web resource for discovery, directories, archives, web culture, or useful tools.
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Actual Budget is a local-first personal finance app built around envelope budgeting. It supports syncing across devices with optional end-to-end encryption, and offers bank sync through goCardless in the EU/UK and SimpleFIN in the US/Canada.
Portfolio Visualizer provides online portfolio analysis tools, including backtesting, Monte Carlo simulation, tactical asset allocation, optimization and factor analysis. It offers a free tier for personal and educational use, with paid Basic and Pro subscriptions billed annually.
Firefly III is a free and open source personal finance manager. It offers full transaction management with a double-entry bookkeeping system, a Data Importer for bringing in data, an advanced rule engine, and budgeting with categories and tags. It also provides reports and a JSON REST API.
A wiki for the /r/UKPersonalFinance subreddit and Discord. It offers a flowchart for getting finances in order, recommended books, videos and sites, guidance on where to get emergency money for essentials, and advice on posting questions to the subreddit.
HomeBank is a curated directory or link collection for discovering useful websites, tools, and resources.
Compound Interest Calculator is a miscellaneous web resource for discovery, directories, archives, web culture, or useful tools.
