finary

A minimalistic CLI to organize your investment portfolio, simulate its future, and reach your life goals.

Exports Finary's portfolio summaries, account balances, holdings, transactions, and dividends

Self-hosted personal wealth dashboard: net worth, investments (PEA/CTO/crypto), real estate and loans. Free, source-available Finary alternative with French tax calculations. One docker compose up.

Finary Community Library

Finary Desktop is an unofficial desktop client for Finary, built using Tauri. It encapsulates the web application within a lightweight and secure native wrapper, offering enhanced performance and a dedicated desktop experience.

Personal finance MCP agent — Finary portfolio, PEA tracking, ETF analysis, DCA planner for French market