Portfolio Performance is an open source tool for calculating the overall performance of an investment portfolio across all accounts, using True-Time Weighted Return or Internal Rate of Return. It records the full history of transactions and loads historical prices from various sources. Data is stored in XML and can be exported as CSV or JSON.
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.
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.
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.
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 stock screener for investors and traders offering financial visualizations, with sections for stock and ETF screening, maps, charts, news, insider trading, futures, forex, crypto, watchlists and portfolios. An Elite tier is described as providing real-time data, technical charting, alerts and no ads.
Community notes
Be the first to share how this project worked for you.
Sign in with a verified account to leave a review or join the discussion.
Sign in to reviewKeep exploring
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.
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.
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.
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 stock screener for investors and traders offering financial visualizations, with sections for stock and ETF screening, maps, charts, news, insider trading, futures, forex, crypto, watchlists and portfolios. An Elite tier is described as providing real-time data, technical charting, alerts and no ads.
