self-hosted investment portfolio trackers
Recent window: last 5.1 months (2026-04-24 → 2026-09-27), compared with the prior 5.1 months.
These products provide self-hosted and local-first platforms for tracking personal investments, portfolios, and net worth. They are used by privacy-conscious individual investors and personal finance enthusiasts who want full control over their financial data. This cluster is distinguished from mainstream fintech SaaS by its emphasis on on-premise deployment, open-source software, and local data storage.
Metrics
- Stage
- heating
- Recent count
- 33
- Prior count
- 3
- Total count
- 39
- Momentum
- 300.00
- Attention
- 0.71
- Crowding
- 0.06
- Concentration
- 0.87
- Opportunity
- 0.69
Opportunity components
- Attention
- 0.71
- Low crowding
- 0.94
- Momentum (normalized)
- 1.00
- Low concentration
- 0.13
Monthly trajectory
Source split
- github
- 20 (0.61)
- hn
- 2 (0.06)
- ph
- 11 (0.33)
- yc
- 0 (0.00)
Dominant source: github · Divergence: 0.61
Similar themes
- open-source personal wealth trackers (0.67)
- personal finance and expense trackers (0.35)
- personal finance and investment tools (0.32)
- financial intelligence and trading tools (0.31)
- business operations and financial tools (0.24)
- AI agents for business operations (0.24)
- e-commerce operations and automation tools (0.23)
- personal and family life organizers (0.22)