Open-source personal finance solution supporting links to over 10,000 institutions, manual and CSV account input, detailed transaction management, advanced budgeting tools, secure encryption, customizable categories, visual summaries, and self-hosting privacy options.






































































I like Zenvesto because it puts the most important portfolio insights into one simple and visually clear dashboard. Instead of jumping between pages, you can quickly see portfolio performance, sector allocation, top gainers and losers, analyst ratings, and a portfolio health score through clean charts and visuals. It also supports multiple portfolios with benchmarks and watchlists, making it easier to track different strategies and monitor stocks you’re following.