wealth-management

Open Source Wealth Management Software. Angular + NestJS + Prisma + Nx + TypeScript 🤍

"Sossoldi" is a wealth management / personal finance / Net Worth tracking app, made with Flutter.

Portfolio optimization with deep learning.

自托管家庭资产管理 · 每月10分钟,全家资产全局图 + 真实年化(XIRR/TWR)+ AI 资产体检 · 数据自托管, 不泄密

Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.

Beancount accounting system packaged in a Docker image together with Fava, few other libraries and some additional UIs. Privacy-focused and comprehensive approach to personal finances.

SquirrelPlan is a client-side, single-page web application for personal financial planning and wealth simulation. It allows users to input detailed financial data—including assets, liabilities, income, and expenses—to project their financial future.

Track your net worth and investment portfolio with automatic price updates, asset allocation, expense tracking, and FIRE calculator. Modern alternative to spreadsheets. Next.js + Firebase + TypeScript.

An intuitive portfolio mangaer !

Open Source Finance Management Platform

Free and source-available, self-hostable trading workspace: data, backtest, trading journal, news aggregator, rich-doc editor, portfolio, 20+ modules with a built-in MCP server and AI agent.

Family-centric financial planning with interactive money flow visualization and privacy-first architecture.

💲💰 Personal Finance Manager

Your AI-powered personal wealth advisor. Automated portfolio monitoring, market analysis, and investment briefings delivered via Telegram. Runs on Claude Code with your existing Max/Pro subscription — no API costs.

Integrating ESG scores into asset allocation and portfolio optimization through a GUI application.

An open-source wealth management desktop & web application to track stocks, ETFs, crypto, and net worth with full data privacy.

Self-hosted portfolio tracker: Stocks, ETFs, Bonds. TTWROR, IRR, Sharpe ratio, volatility, FIFO/Moving Average cost basis, asset allocation, dividend tracking, multi-currency (ECB). 15 transaction types, customizable dashboards, privacy mode. 8 languages. Docker-ready.

Financial services skill pack for OpenClaw across banking, equity research, PE, and wealth management

Drop-in OpenClaw/NemoClaw agent configuration for the ibl.ai Financial Services segment — Advisory Assistant orchestrator plus 12 specialist subagents.

Apache-2.0 Python library for ingesting Indian mutual fund registrar (CAMS, KFintech) feed files — reverse feed processing, FIFO positions, transactional outbox, ships with a Django reference app.