Questions tagged [finance]

Use this question when seeking recommendations for financial software.

Filter by
Sorted by
Tagged with
0
votes
0answers
7 views

Show me the value of all my US *and* French bank/brokerage accounts

I am looking for a program or web-based service that can show me the value of all my different US and French bank/brokerage accounts, and give me the sum of it (e.g, "X USD"). No preference ...
0
votes
0answers
6 views

Real-time or near real-time value of all my different US brokerage accounts

I am looking for a program or web-based service that can show me the real-time or near real-time value of all my different US brokerage accounts, and give me the sum of it (e.g, "X USD in short-...
0
votes
0answers
6 views

Import my year-to-date (YTD) tax statements from different US brokerage accounts, and give me a summary of it (eg “X USD in short-term gains”)

I am looking for a program or web-based service that can import my year-to-date (YTD) tax statements from different US brokerage accounts, and give me a summary of it (e.g, "X USD in short-term ...
0
votes
1answer
47 views

Investment analysis software

I'm looking for software for investment analysis. It should be able to calculate and visualize: NPV Net present value of an investment after 3, 5, 10 years IRR Internal rate of return ROI Return ...
0
votes
0answers
22 views

App to earn Google Play store credits

There is an app in the Google Play store I would like to purchase that is not available elsewhere. Ethics and morals guide me in my decision not to give any money to Google. Similarly, I don't ...
0
votes
0answers
6 views

Recommendations for HR software (Workforce Management and Social Intranet Functionality)

I work for a ~100 person fintech company, and my boss and I are looking for HR software that can manage vacation and expenses and also provide some sort of intra-company social network where employees ...
2
votes
1answer
41 views

Tracking taxable capital gains as a US taxpayer

In the United States, it is tedious to keep track of taxable capital gains in a given tax year when taking into account the wash sale rules. Is there any program or web-based service that can make the ...
0
votes
0answers
20 views

Finance app with cryptocurrency support?

Is there any app that allows track spending in cryptocurrencies, mostly BTC? I do some trading and need to record my activity with following features: transactions with special fields for crypto, ...
0
votes
0answers
23 views

Tracking orders against prepaid account credit

I have customers with a regular order flow (order, quote, invoice + fulfilment). These orders all go through SAP. I also have customers who prepay a lump sum as a credit balance and place orders ...
1
vote
0answers
13 views

Automatically download statements from banks and utilities

Background: Going paperless is really popular and every bank and utility seems to want me to go paperless. My main gripe about doing so is that now I have to go out and download statements from 10 ...
1
vote
2answers
27 views

Financial API that provides Options Chains?

Is there a Financial API (for use in software development with a programming language such as Java, Python, or .NET) that provides Options Chains? I understand Yahoo had such an API and it was ...
1
vote
0answers
15 views

AI/machine-learning based warning system for stock trading?

I'm looking for an AI/machine-learning based tool that will provide automated stock trading alerts. Required features: It should be easy to set up, requiring no more than a list of ticker symbols in ...
5
votes
2answers
107 views

What budget / spending tracking app can my wife and I use?

I got married recently. Among many other exciting new things, this means that my wife and I are in the process of combining our finances. After talking about it, we've decided that we'd like to use an ...
1
vote
0answers
10 views

Search for budgeting app / web service handling automated sync and multiple currencies

I went trough quite a few budgeting web services / phone apps with the features below and could only found one (PocketSmith), but it suddenly stopped syncing EU banks. It would be great to have any ...
0
votes
1answer
32 views

Python packages for finance and accounting?

I would like to automate depreciation methods and SOX checks in my accounting process. Before I start hard coding the formulas, are there any python packages that I can use for finance/accounting to ...
0
votes
1answer
33 views

Build a website to show a portfolio of python financial projects?

I have developed a portfolio trading strategy using python. I would like to develop a website to show the portfolio trading in real life. Movements in the stock exchange, individual stocks, ...
1
vote
1answer
27 views

Software to enable Direct Connect with banks

There are many online personal finance programs that have a feature of directly connecting to a multitude of financial institutions to pull transactions into their programs. They are clearly not all ...
0
votes
1answer
19 views

Online-only checking accounts with bill pay and no overdrafting features?

What are some online-only, free checking accounts with bill pay and no overdrafting features, similar to Simple.com*? *Simple.com unfortunately is removing bill pay in July 2019.
0
votes
1answer
59 views

Mobile app for cryptocurrency trading with multiple exchanges via API

I am looking for a mobile app (Android and/or iOS) which would allow me to compare, trade currencies with multiple providers, and tracking my portfolio. For example, I am aware of Binance mobile app, ...
1
vote
0answers
21 views

Gratis personal finance manager with virtual account

Looking for a personal finance tool with the following must-haves: Auto integration for cash accounts and investments. Auto categorization of cash activity. Virtual accounts/envelopes - as in the ...
0
votes
0answers
16 views

APR profit calculator

I have Googled and see plenty of calculators for calculating loan/mortgage APR. I am looking for the reverse - I want to specify an amount saved or invested, the current value and how many years it ...
1
vote
2answers
39 views

What is the recommended software platform to develop web based financial calculators

We are looking for recommendations on the best open source software platforms to develop financial applications. The platform should be able to accurately & quickly calculate calculators such as ...
3
votes
1answer
427 views

Mutual Fund API

I am looking for a free financial stock quote API that quotes historical information for Mutual Funds. Preferably JSON REST. I used to use Google, Yahoo but both are no longer available. All current ...
1
vote
2answers
113 views

Loan portfolio tracking for a microfinancing company

I'm helping out a friend with his small start up. The gist of things is that we're a microfinancing company. We've got a lot of clients small clients and are having a not so great time keep track of ...
0
votes
1answer
31 views

iPhone app to invest in UK mutual funds

Looking for an iOS app like the Fidelity or Wealthify ones that support buying and selling UK mutual funds. Fidelity only shows current invested mutual funds but doesn't allow to buy or sell. ...
1
vote
0answers
11 views

Crowd funding type website : recommendations on financial software

I'm looking to create a website which has a similar concept to crowd funding where people can pledge money. My aim is to have people pledge donations of very small amounts but when i get to a set ...
0
votes
1answer
42 views

Personal Finance Manager

I am looking for an application to run on Android, to help track my income and expenses across several accounts - similar to MyUniverse or Mint. Whilst both those applications do all as required, ...
1
vote
1answer
56 views

Best personal information managing app

I am looking for an app ability to write some to-do and categorise it ability to write some general information like a paragraph of notes and categorise into different category like Opinion,...
1
vote
0answers
24 views

Linux command line software to query cryptocurrencies prices

I need a command line program or API library in python to query prices in EUR, volume, difficulty, hashrate of most important cryptocurrencies like Bitcoin, Ripple, Litecoin, etc for implement it in a ...
0
votes
1answer
29 views

Software to track finances

I'm setting up a small service business (2 permanent employees and 2-5 temps) aiming at computer and hardware purposes. We will have no goods input and overall only receipts for the customers. Do you ...
2
votes
0answers
25 views

Free/libre bookkeeping for freelancer in Germany

I’m looking for a bookkeeping solution for freelancers in Germany. The goal is to replace various spreadsheets. It must be FLOSS. It must run on GNU/Linux (can be a self-hosted web app or a desktop ...
1
vote
0answers
36 views

A framework for financial modelling

I aim to improve my passive investment decisions. I'd like to have a system with 2 main components: (a) monitoring economic/financial data on the Internet and (b) econometric analysis of the data. I ...
1
vote
0answers
34 views

Replacement for Yahoo Finance API

With Yahoo removing access to their Finance API in early November, I'm looking for an alternative to get information on financial quotes. My only requirements: programmatic access (i.e. the service ...
1
vote
0answers
27 views

Financial tracker with simple but uncommon features

For the last week, I've been trying to find an iOS financial app that satisfies my needs, but have come completely empty. I have very few requirements for a financial tracker app (basically, they can ...
0
votes
2answers
101 views

Simple expense/income tracking Android app

I want to know if such an app is already available on Play store or somewhere else for Android. I have tried a few but they are really bloated with unnecessary options.
1
vote
0answers
28 views

Calculate net salary given the gross salary in different countries

I'm looking for a program or web application that can calculate the net salary given the gross salary in different countries. http://calculatenetsalary.com/ is decent but tax data is a bit old, many ...
0
votes
2answers
179 views

Application that can aggregate all my French bank accounts (i.e., Mint for French bank accounts)

I'm looking for a program or web application that can aggregate all of my French bank accounts. For my American bank accounts I use Mint, however Mint doesn't work for French bank accounts. Any ...
4
votes
2answers
111 views

Best software for family finance

I'm asking for family finance intentionally, as opposed to personal finance. Here's my use case. I have two small children, and I have opened (virtual) accounts for both of them. What I do is I set ...
6
votes
2answers
5k views

Java chart libraries suitable for realtime stock charts?

I'm in the planning process for a java based application that is used for live streaming/trading of stock/forex etc. charts. However I am not sure which charting library is the right one for the job. ...
1
vote
0answers
18 views

IPhone software that would allow me to track expenses with my wife

I'm looking for recommendations for an app that my wife and me can both use to both track our household expenses. Ideally it'd allow you to create a budget with different types of expense which you ...
4
votes
0answers
48 views

Receipt tracking with purchase breakdown

I'm looking for an iOS app or a web app that will let me scan a receipt and breakdown the purchases on the receipt so I can put each purchase into a category. I run my own small nonprofit and ...
3
votes
0answers
48 views

Business plan/finance planning tool for freelance work

I am looking for a software tool that makes my life easier when it comes to planning finances for a freelance business. I need to: keep track of daily, monthly and yearly expenses, such as cost of ...
0
votes
0answers
28 views

Android or iOS navigation app that gives an alert when close to a speed camera in Spain

I am looking for Android or iOS application that can give me an alert whenever I am close to a speed camera in Spain when driving. My only requirement is that the application misses as few speed ...
4
votes
1answer
166 views

Desktop software to manage my finances with virtual accounts

I'm looking for a desktop program that I could manage my finances with. So far I've been using a homebrew Excel spreadsheet that served me well, but now I want things that I haven't implemented, and I'...
2
votes
2answers
126 views

Personal accounting solution available for India

I need a personal accounting software, preferably in Linux or cloud based. I need it to be simple to use. So, I need a GUI interface. I should be able to input all transactions manually. I should be ...
2
votes
0answers
40 views

A simple open-source offline bill management system

I want a system to manage the bills I receive at home (water, electricity, etc). I've tried several personal finance management (like GNUCash) but they're a bit too complicated, with all the double-...
6
votes
0answers
51 views

Stock market simulator with time compression

I'm looking for a stock market simulator which is not real time. I want to be able to, for instance, go back to April 2005 and paper trade on the market as it looked back then (assuming the data is ...
2
votes
0answers
708 views

Best API for ISIN to name and vice versa

What is best API to lookup securities by ISINs (International Securities Identification Number) or name? In other words, ideally I would like to have an rest-api like this: http://api.isinlookup.org/...
4
votes
0answers
37 views

Software for performing what-if scenario on cash flow

Is there any recommended software to simulate a what-if scenario for personal cash flow? I tried to use Excel for simple scenarios but my scenarios quickly become unmanageable. Below is an example of ...
1
vote
1answer
46 views

Personal finance application with share management

One day, I was thinking of a better way to manage my finance, so I did some search and tried to find a finance application that does what I wanted it to do. Can someone recommend me an application ...