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.
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.
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.
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.
Money Manager EX is free, open-source, cross-platform personal finance software for organizing finances, tracking where money goes and viewing financial worth. Features include accounts and multiple currencies, transactions, payees and categories, scheduled transactions, stocks and shares, assets, budgeting and attachments. It is available for Windows, macOS, Linux, Android and iOS.
Paisa is an open source personal finance manager. It builds on the ledger double entry accounting tool, and all financial data is stored in plain text files that never leave the user's system. It supports tracking investments such as mutual funds and stocks, expense budgeting, and importing CSV, Excel and PDF statements.
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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.
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.
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.
Money Manager EX is free, open-source, cross-platform personal finance software for organizing finances, tracking where money goes and viewing financial worth. Features include accounts and multiple currencies, transactions, payees and categories, scheduled transactions, stocks and shares, assets, budgeting and attachments. It is available for Windows, macOS, Linux, Android and iOS.
Paisa is an open source personal finance manager. It builds on the ledger double entry accounting tool, and all financial data is stored in plain text files that never leave the user's system. It supports tracking investments such as mutual funds and stocks, expense budgeting, and importing CSV, Excel and PDF statements.
