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Aurelio is an open-source, self-hosted wealth-management and financial-planning app that runs on a user's computer and stores financial records locally. It tracks bank and brokerage cash, market-priced positions, costs, gains, dividends, fund holdings by country, sector, company, and currency, as well as recurring investments, homes, loans, cash flow, and savings goals. Its optional AI advisor uses OpenRouter and can answer questions from the user's records, search the web, and propose changes as cards that the user confirms or rejects. The app includes demo data, runs locally with Node.js and Python tooling, stores records in a local database with backups before format changes, and is licensed under the MIT License.

Securo is an open-source, self-hosted personal-finance manager developed by securo-finance. It keeps financial data on the user's infrastructure and provides multi-account management, transaction search and CSV export, imports for OFX, QIF, CAMT, and CSV files, categorization rules, recurring transactions, budgets, savings goals, asset valuation, reports, multi-currency conversion, and optional bank synchronization through Pluggy, Enable Banking, or SimpleFIN. The application supports multiple users, passkeys, TOTP two-factor authentication, and OIDC single sign-on. An optional AI-agent profile adds self-hosted chat over Securo data, tool use through MCP, multi-provider support, and a per-agent RAG knowledge base. It can be deployed with Docker or Podman, uses a FastAPI and PostgreSQL-based stack with Redis and Celery, and is licensed under AGPL-3.0.

OpenStock is an open-source stock market web application developed by Open Dev Society. It provides stock search, watchlists, company profiles and financial information, market news, TradingView charts and market widgets, personalized alerts, and support for more than 30 international exchanges. It is a market-information app rather than a brokerage, and data may be delayed according to provider limits. The application uses Next.js, React, TypeScript, Tailwind CSS, shadcn/ui, Better Auth, MongoDB, Finnhub, and TradingView widgets. Inngest runs background workflows for AI-personalized welcome emails and scheduled news summaries; optional sentiment insights use Adanos across sources including Reddit, X.com, news, and Polymarket. It can run locally or with Docker Compose, using MongoDB for persistence and Finnhub credentials for market data. The repository is licensed under AGPL-3.0, including source-release requirements for modified, redistributed, or deployed versions.

Expense Budget Tracker is a self-hosted, open-source personal-finance application for budgeting, tracking transactions and balances, transferring funds between accounts, and reporting across currencies. It runs on PostgreSQL and provides a web interface for managing budgets, transactions, accounts, and workspaces. The project includes a hosted MCP server and an Agent API. Compatible MCP clients can inspect workspace schemas, run restricted read queries, and, with the required write scope, execute approved data changes. The HTTP SQL API uses API keys and a flat table structure so AI agents can query and analyze financial data or import transactions from screenshots, CSV files, and PDF bank statements. The repository provides a Docker-based quick start that runs PostgreSQL, migrations, the web application, and a worker. The project is fully open source and designed for deployment on the user's own servers.

Picsou is a self-hosted personal finance dashboard for tracking bank accounts, brokerage accounts, crypto wallets, debts, property, and net worth in one place. It aggregates data through Enable Banking's PSD2/OAuth connections, local read-only sidecars for supported financial services, CSV imports, exchange and on-chain tracking, and market-price providers; it also supports French property valuation from public data, linked mortgages, ownership shares, historical net-worth snapshots, and savings goals. The application uses a React frontend, a Spring Boot backend, and PostgreSQL, with Docker images and Docker Compose deployment. Accounts and other entities are scoped to family members, with per-resource sharing, optional TOTP two-factor authentication, audit logging, GDPR data export, encrypted API secrets, JWT authentication, refresh-token rotation, and rate limiting. Picsou is intended for personal use on a local machine or home network and warns against exposing financial data to the public internet. It supports English and French, and is distributed under Apache 2.0 with Commons Clause; commercial SaaS use requires permission.