Finanze is a private, self-hosted portfolio manager that allows to aggregate financial data from various banking and investment platforms. It supports multiple sources, asset types (real estate, crypto, funds, stocks...) and features, providing a unified interface to gather and process financial information.

• Features
• Usage
• Development
• Credits

• 🔄 Fetch financial data from multiple entities
• 💼 Support for various financial products:
  • 📈 Stocks, funds, portfolios, accounts, real estate crowdfunding, cryptocurrencies, etc. from real sources or imported
  • 🏠 Real estate investments with a variety of metrics and KPIs
  • 🪙 Commodities with market value tracking
• 💵 Earnings and expenses tracking with periodic asset contributions to forecast future positions
• 💱 Multicurrency support with automatic exchange rate fetching
• 🔐 Local encrypted database for secure data storage
• 📤 Dynamic and customizable data export to Google Sheets
• 📥 Manual data importing
• ⚙️ Highly configurable with templating for exports and imports
• 📊 Complex savings & retirement calculator with multiple scenarios and variables

GoCardless provides PSD2 compliant bank account information for many EU/UK banks, for institutions not natively supported this is the way to get account related data.

Not all entities support the same features, in general we can group data in the following categories:

• Global Position: current financial position including the current state of assets mentioned above, this is supported by all entities.
• Periodic Contributions: automatic periodic contributions made to investments such as Funds (MyInvestor) or Stocks/ETFs (Trade Republic).
• Transactions: all the account/investment related transactions, interest payments, stock of fund operations, asset maturity, fees...
• Investment Historic: aggregates past positions and TXs to create a history of past and current investments ( deposits are not included here).

Some entities require a 2FA to login or get its data, which doesn't allow to background update, this applies to the following ones:

• SEGO (e-mail)
• Trade Republic (mobile app or SMS)
• Wecity (SMS)
• Sometimes MyInvestor (SMS) and may ask sometimes for captcha
• DEGIRO (mobile app confirmation)

Important points to remark:

• Unicaja if not using the app, it requires setting UNICAJA_ABCK environment variable to login, as it uses Akamai for antibot protection.
• Mintos needs Selenium to resolve reCAPTCHA when not using the app.
• Trade Republic, ING and IBKR only work via app, as require user interaction to log in.
• Freedom24 D-Account interest (swaps) txs were supported and its related transactions, but not anymore since its removal.

Crypto is a bit special, as it is not a financial entity, but a financial product. To add it just set up a wallet, currently the following are supported:

• Bitcoin (xpub supported)
• Ethereum: ERC20 tokens are supported too.
• Litecoin (xpub supported)
• Tron: TRC20 tokens are supported too.
• Binance Smart Chain: BSC tokens are supported too (requires Etherscan integration setup with an API Key).

At the moment the only available feature for crypto is Global Position, transactions are WIP.

Some financial entities such as Trade Republic support crypto too.

Manual commodity input is feature that allows to track market value for them. Currently, the following are supported:

• Gold
• Silver
• Platinum
• Palladium

This project allows to create specific tables in different formats, aggregating and formatting the scraped data. Currently two modalities are supported:

• Google Sheets: supported for exporting and importing, which requires to set up a Google Service Account. Also keep in mind that in this modality when importing, the spreadsheets data is considered like a fake source, so each time data is imported will override previous data from Google Sheets (won't affect real data or manually provided).
• Files: CSV, TSV and Excel files are supported for exporting and importing, no special setup is needed for this.

Exporting and importing is highly customizable using templates, which allows to define the structure of the tables, data formatting, filters and other features. It's required for importing.

Check Export & Import Configuration for more technical info.

Download the latest version of the app from the Releases for your OS.

When opening the app for the first time, you may encounter a security warning/error. To bypass this follow the steps below:

1. Remove the quarantine attribute from the application using the following command in the terminal:

cd /Applications && xattr -d com.apple.quarantine Finanze.app

2. Open the application as usual.
3. (Disclaimer) If it still doesn't open, or you get some kind of "Operation not permitted" error in the previous command, then do the following:
   • Go to System Settings → Privacy & Security → Full Disk Access and add or enable Terminal in the list.

Two Docker images are available, a Selenium one (latest-selenium) and a lighter default one (latest).

In case you don't use Mintos, latest is highly recommended. The first one is required for Mintos, as it contains Selenium and reCAPTCHA resolution related Python and SO dependencies (like ffmpeg).

Both are available at Docker Hub finanze/finanze.

Frontend is available at finanze/finanze-frontend.

Checkout example docker-compose.yml for a complete setup.

This project requires Python 3.13 or 3.14 for backend, desktop app and Docker use 3.14, while Pyodide uses 3.13. For the frontend use pnpm, and node 24.

1. Clone the repository:

   git clone https://github.com/finanze/finanze.git
   cd finanze

2. Create a virtual environment and activate it (recommended Pyenv for version management):

   python3 -m venv venv
   source venv/bin/activate

3. Install the required dependencies:

   pip install -r requirements.txt -r requirements-dev.txt -r requirements-lint.txt -r requirements-packaging.txt
   pip install -r requirements-selenium.txt  # If you want to use Selenium for reCAPTCHA, only for mintos
   pre-commit install

4. Setup frontend:

   cd frontend/app
   pnpm install
   pnpm install:pyodide # For mobile app initial setup, it will download Pyodide and all required Python dependencies for mobile backend

5. Run it

   python ./finanze/finanze --port 7592 --data-dir .storage --log-dir .storage/logs --log-level DEBUG --third-party-log-level DEBUG
   
   cd frontend/app
   pnpm dev          # For electron desktop app
   pnpm dev:mobile   # For mobile app (web feature limited, but useful for basic development and testing)
   pnpm cap:ios      # For iOS development (requires Xcode and Mac)
   pnpm cap:android  # For Android development (requires Android Studio and related SDKs
   pnpm cap:sync     # To sync changes to native projects after frontend development

6. TLS client for mobile (required for some entities needing TLS fingerprint impersonation):

   Requires: Go, Xcode (iOS), Android NDK r28+ (Android), gomobile (go install golang.org/x/mobile/cmd/gomobile@latest && go install golang.org/x/mobile/cmd/gobind@latest).

   cd frontend/app           # If not already
   go mod tidy -C native/tlsclient
   pnpm native:setup         # Builds iOS xcframework + Android AAR and copies to native projects

Checkout example docker-compose.yml for the environment variables that can be used to override the default config, most important ones are::

• USERNAME and PASSWORD optional, to auto start session on load.
• MULTI_USER optional, to allow multiple user sign up (only recommended for local development).
• Other Selenium related ones.

• Powered by CoinGecko.
• Powered by CryptoCompare.
• Trade Republic client is based on project pytr-org/pytr, although it has been heavily modified to allow resumable sessions, some extra data, fetch non-repeatable transactions and other minor changes, this library has been vital for this project.
• SQLCipher pre-built dependency laggykiller/sqlcipher3
• Selenium reCAPTCHA resolution is based on sarperavci/GoogleRecaptchaBypass project, using a slightly modified version of Selenium version. In an attempt of using Playwright I made an adaptation for it here, it works, but has some troubles with headless mode.