Data sources
Connect to thousands of institutions
Three integration options give you maximum coverage. Choose the connectors that fit your needs.
Multi-source bank sync, AI-powered budgets, portfolio tracking, and net worth analytics — running entirely on your infrastructure. No cloud. No compromises.
docker compose up -d — your finance dashboard in minutes.A complete personal finance platform that respects your privacy and keeps your financial data where it belongs — on your server.
Connect via SimpleFIN®, SnapTrade™, or Plaid®. Aggregate checking, savings, credit cards, loans, and investments from thousands of institutions.
AI analyzes your spending patterns and suggests realistic budgets. Auto-categorize transactions with intelligent rules. Self-hosted runs your own Ollama. Hosted includes CyriLiNa Private AI™.
Real-time holdings, positions, and performance across all brokerages. Grouped by symbol, expandable by account, sorted by gain/loss.
Beautiful area charts tracking total net worth, assets, and liabilities over time. Date ranges from this month to multi-year views.
Track retirement, education funds, emergency reserves, and custom goals. Visual progress with time-based milestones and color-coded status.
Daily line charts and monthly bars. Income vs expenses, period comparison, per-column transaction filtering with inline editing.
Multi-user support with role-based access. Share accounts, budgets, and bills across household members with email invitations.
JWT + TOTP 2FA, bcrypt hashing, AES-256 encryption, IP banning, account lockout, rate limiting. No shortcuts.
One command deployment with bundled database. Runs on any Docker host — NAS, Raspberry Pi, VPS, or bare metal. Your infrastructure.
From zero to full financial visibility in minutes. All processing stays on your machine.
Pull the Docker image, set your environment variables, and start. Frontend, backend, and database — all self-contained in one command.
Link your bank accounts through SimpleFIN®, SnapTrade™, or Plaid®. Transactions and balances sync automatically.
AI auto-categorizes your transactions using local models. Create rules, train the engine, and fine-tune with a few clicks.
AI-powered budget suggestions, cash flow trends, savings goals, and net worth tracking. Actionable insights, zero data leakage.
Three integration options give you maximum coverage. Choose the connectors that fit your needs.
No subscriptions for the software. Pay only for the data connectors you actually use.
Pay only for the connectors you use. SimpleFIN® is billed directly by SimpleFIN ($15/yr) — no markup from us.
Checking, savings — up to 5 accounts
Checking, savings — up to 10 accounts
Credit cards, loans, mortgages — up to 5 accounts
Credit cards, loans, mortgages — up to 10 accounts
Holdings + transactions — up to 5 accounts
Holdings + transactions — up to 10 accounts
Unlimited brokerage connections — per user
AI on our infrastructure — no OpenAI, no Anthropic. For self-hosted users without GPU.
Banking + Liabilities + Investments + SnapTrade + CyriLiNa AI (up to 5 each)
Every competitor with AI features sends your transaction data to cloud APIs. Every purchase, every salary, every investment — transmitted to third-party servers you don't control.
SharkFinEnhance™ gives you choices. Self-hosted users run Ollama on their own hardware — fully air-gapped, zero data leakage. Hosted users get CyriLiNa Private AI™ included — powered by our Ollama infrastructure, no third-party AI involved. And if you want premium cloud models, bring your own keys.
Deploy in minutes. Keep your data forever.
