Comment by ciju
2 months ago
https://finbodhi.com — Helps you track, understand, and plan your personal finances — with a double-entry accounting. You own your financial data. It’s local-first, syncs across devices, and everything’s encrypted in transit. Supports multiple-accounts (track as a family or even as an advisor), multi-currency, a custom sheet/calculator to operate on your accounts (calculate taxes etc) and much more.
Most recently, we added support for benchmarking and us stocks, etfs etc.
Benchmarking is an interesting topic. I am not sure why but most personal finance tools are quite bad at this. Our benchmarking tool allows you to understand how your underlying portfolio is doing, vs how your timing decisions are fairing. Portfolio comparison is done with NAV chart (nav calculation is same as what mutual funds use). And value chart in comparison with nav chart, helps you understand if your timing decisions are helping.
NOTE: you can try demo without signup, but it doesn't work in Firefox Incognito mode.
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