The problem
Personal financial information was fragmented across accounts and records, but a consolidated view did not justify handing credentials or sensitive access to an external aggregation product.
Self-hosted dashboard
Personal Finance Dashboard
A private financial overview in early development, built around deliberate manual ownership rather than connecting banking or brokerage credentials to another hosted service.
Private prototypePrivate NAS prototype; no public version
- Status
- Private prototype
- Audience
- Private owner use during development
- Portfolio
- In the works
- Reviewed
- Jul 26, 2026
Current project file
The current approach
The prototype is exploring a self-hosted editorial-ledger interface with clear grids, readable numbers, restrained status color, and plain-language context for manually maintained data.
03
What exists in the prototype
A focused selection of the work that defines this project at its current status.
- Early manual tracking for assets, debts, income, and expenses
- Developing market-holding and net-position views
- Private owner-controlled storage
- No bank or brokerage credential connections
04 · How it works
A plain-language system view
Manual records stay on owner-controlled NAS storage. The developing interface organizes those entries into early summaries and may add best-effort public market context without connecting private financial accounts.
05
Safeguards & boundaries
The application is barely functional, private, and not presented as finished or customer-ready.
It has no live public version or demo and does not provide financial advice, regulated services, or guaranteed real-time market data.
06 · Current evidence
What supports the status today
Private NAS prototype; no public version
- The early build currently runs privately on owner-controlled NAS infrastructure.
- Core functionality is taking shape, but substantial development and validation remain.
Current outcome
An early private build with core functionality taking shape and substantial development still ahead.
Next step
Finish and validate the core private workflow before deciding whether it should remain personal software or become a reusable self-hosted template.
Supporting technology
- Node.js
- Docker
- Unraid