Open-source, self-hosted personal finance manager for tracking expenses, budgets, and reports with a REST API.
24.4k stars2.3k forksAGPL-3.0last commit Actively maintained
6 self-hosted Morningstar Portfolio Manager alternatives
Cloud-based portfolio tracking and analysis service for investors and advisors. Tracks holdings, performance, asset allocation and transactions; provides security research, reporting and portfolio analytics to support investment decisions.
Alternatives to Morningstar Portfolio Manager
Self-hostable personal finance dashboard to track net worth, transactions, and portfolio performance across cash, stocks, ETFs, and cryptocurrencies.
9.2k stars1.3k forksAGPL-3.0last commit Actively maintained
#3
Open-source, self-hosted portfolio manager for crypto assets with local-first storage, analytics, and accounting reports for exchanges, wallets, and DeFi activity.
4k stars757 forksAGPL-3.0last commit Actively maintained
Open-source investment portfolio tracker with real-time market data, charts, collaboration, and an optional LLM chat assistant grounded on your holdings.
924 stars73 forkslast commit Actively maintained
#5
Self-hosted, principles-first finance tracker for income, expenses, accounts, and investments with multi-currency support, automation-ready API, and DCA tracking.
897 stars42 forksAGPL-3.0last commit Actively maintained
Self-hosted personal finance platform for tracking expenses, budgets, investments, multi-currency accounts, and collaborative bill-splitting. Supports CSV import, OIDC, and Docker deployments.
326 stars20 forksAGPL-3.0last commit Slowing down
What replacing Morningstar Portfolio Manager actually involves
Every option on this page is open source and free to run on your own hardware, so you own the data and there is no subscription to cancel. 5 of 6 shipped a commit in the last six months. Licences in this list: AGPL-3.0. In exchange you take on hosting, backups and updates yourself.
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