Personal Finance Dashboard

A barely functional 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

Main dashboardDashboard

Refresh market data

Overview

Private financial overview

Manual records stay owner controlled. Public market context is best effort.

Est net worth: --
Assets: --
Debts: --
Est monthly net: --

Tracked categoriesPrivate values withheld

LedgerMethodValue

AssetsManual + best effort market--

DebtsManual--

Cash flowMonthly estimate--

Market & payment calendarOwner schedule

—No private events shown

Market holidays, Fed dates, and saved payment dates appear here when available.

Why it exists

One private ledger without credential aggregation.

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.

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.

Owner-controlled system

Manual by design.

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.

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

Data boundary

No bank or brokerage credentials.

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.

Current build

Barely functional, represented honestly.

Private NAS prototype; no public version

The prototype runs privately on owner-controlled NAS infrastructure.
It is barely functional, has no public version, and may remain unfinished for a long time.

Current outcome

A private prototype that demonstrates the intended ownership model but is not close to a finished product.

Next step

No public release is planned. Any future work begins with making the core private workflow dependable.

Local stack

Node.js
Docker
Unraid

The dashboard remains private; return to the public project directory.

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