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Questions tagged [finance]

Use this tag when seeking recommendations for financial software.

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Recommendations for Software to Create Equity Research Reports

I'm researching software options suitable for creating equity research reports. I'm interested in solutions that offer the following capabilities: Standardized templates for consistency across reports....
ResearchRover's user avatar
1 vote
1 answer
21 views

Seeming extremely simple spreadsheet or app for math & computer challenged person

A friend is challenged by math, pretty much even arithmetic (but can use a calculator). They can use Excel, especially if I tweak it initially for budget categories. I am looking for an Excel sheet or ...
Mawg's user avatar
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0 answers
4 views

Customer Credit Applications For Invoicing Terms In NetSuite

We currently have a (manual) method for customers to switch from prepaid to invoicing terms. It involves scoring them based on provided data, our research, and prior purchase history. This score then ...
Matt Johnson's user avatar
0 votes
0 answers
10 views

Payments app with scheduled tasks and outstanding payments

I am looking for an app that would allow you to organize payments, carried out with either cash or through interac, to a variety of people or institutions (hereby referred to as payees). Suppose you ...
Joselin Jocklingson's user avatar
0 votes
1 answer
45 views

Excel problem: protect sensible data of users and protect my formulas

I have an Excel-file with multiple sheets. The goal of the file is to provide self-employed persons a calculation beforehand of what their costs are (taxes and other cost items) based on their ...
Arie Hond's user avatar
1 vote
0 answers
23 views

On-Prem Securities Investment Tracking of "tax lots" (accounting, stocks, LIFO, bitcoin)

Are there any programs for Linux Desktop that can track purchases of securities and/or cryptocurrencies and group them into lots? I want to track purchases and sales of securities using "tax lots&...
qualityfreckle's user avatar
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0 answers
22 views

App to tell me where my money is going

I would like to understand my finances better. I could just knock up an Excel sheet, but wonder if there is an app to help me. I would prefer something easy to use, so that it doesn't become a chore ...
Mawg's user avatar
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0 votes
1 answer
38 views

Envelope budgeting software that won't break the bank

I'm looking for a budgeting software with specific features. I tried out YNAB and it's perfect but too expensive. Here's what I need: Create budgets for multiple categories Overview of how much money ...
half of a glazier's user avatar
1 vote
2 answers
779 views

Open-Source Investment "Management" Portfolio Tracker (Linux Desktop)

Are there any open-source Portfolio Tracker software for the Linux Desktop? I'm looking into doing foreign exchange trading (forex). More specifically, I'd like to trade cryptocurrency pairs like ...
qualityfreckle's user avatar
1 vote
3 answers
1k views

Software to input all monthly expenses from my bank (csv) and automatic categorizing expenses

I don't know how I'm spending my money and my bank doesn't help because it doesn't categorize the expenses. I'd like to have my expenses somehow grouped in some software that can classify ...
RabidTunes's user avatar
0 votes
1 answer
38 views

Looking for an App/Software/Service to easily & collaboratively manage family expense with budgeting

With my initial internet searches, couldn't find any suitable app/service/software, Hence posting the query here. Use-case: Looking for an software solution, To log, Categorically divide & manage, ...
Aravinth's user avatar
  • 101
0 votes
1 answer
25 views

FinOps :: what is the best cloud monitoring tool for costs?

Our infrastructure is on Azure and costs are spiking mainly driven by Azure SQL Database and App Services. I know there are a lot of monitoring tool that could help me out with database monitoring (...
Francesco Mantovani's user avatar
0 votes
1 answer
112 views

FOSS Double-Entry Accounting Software with import/export to open financial file formats (bookkeeping)

Are there any open-source accounting software projects whoose software has native support to both import and export to common, open, standard financial file formats? Popular open financial file ...
Michael Altfield's user avatar
4 votes
0 answers
31 views

iOS app to track (not buy or sell) stocks, that can send me price alerts

I'm looking for an iOS app that can track the value of my stocks. It should do the following: show the (time, value) plot of each stock in real time alert me if the price of a stocks exceed some ...
DeltaIV's user avatar
  • 225
0 votes
1 answer
51 views

API for Commodities Stock markets

I would like to have a clear picture about lithium investments all over the World. I like this website where I can see all companies related to lithium on the Australian Market. The website also ...
Francesco Mantovani's user avatar
1 vote
0 answers
23 views

FOSS, Gratis, at-least-web-browser-operated, well-attested, generally considered as secured (and desirably standard) stock trading/investment program

FOSS, gratis, at-least-web-browser-operated (but may also be natively-operated), well-attested, generally considered as secured (and desirably standard) stock trading/investment program. The program ...
unmarriedinquirer's user avatar
0 votes
2 answers
29 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 ...
Franck Dernoncourt's user avatar
0 votes
1 answer
92 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 ...
Megidd's user avatar
  • 167
0 votes
0 answers
31 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 ...
End Antisemitic Hate's user avatar
2 votes
1 answer
51 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 ...
Franck Dernoncourt's user avatar
0 votes
1 answer
56 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, ...
Suncatcher's user avatar
0 votes
0 answers
24 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 ...
SAR622's user avatar
  • 141
1 vote
0 answers
122 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 ...
chicks's user avatar
  • 369
1 vote
2 answers
43 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 ...
Alex R's user avatar
  • 221
1 vote
0 answers
24 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 ...
user1258361's user avatar
5 votes
2 answers
328 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 ...
Dacromir's user avatar
  • 101
2 votes
1 answer
19 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 ...
michael's user avatar
  • 121
2 votes
1 answer
86 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 ...
Alissa L.'s user avatar
0 votes
1 answer
60 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, ...
José Ca's user avatar
1 vote
1 answer
35 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 ...
Yishai's user avatar
  • 121
0 votes
1 answer
21 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.
Geremia's user avatar
  • 473
0 votes
1 answer
76 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, ...
kenorb's user avatar
  • 3,133
1 vote
0 answers
33 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 ...
M. Thompson's user avatar
0 votes
0 answers
23 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 ...
Mawg's user avatar
  • 9,023
1 vote
2 answers
46 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 ...
Vishy's user avatar
  • 11
3 votes
1 answer
592 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 ...
mwex501's user avatar
  • 111
1 vote
2 answers
136 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 ...
Augustus Maximus's user avatar
0 votes
1 answer
37 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. ...
Tom Koukoulis's user avatar
1 vote
0 answers
15 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 ...
Richie's user avatar
  • 121
0 votes
1 answer
53 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, ...
Shridhar J Joshi's user avatar
1 vote
1 answer
66 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,...
Elstine P's user avatar
1 vote
0 answers
35 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 ...
Daniel's user avatar
  • 111
0 votes
1 answer
42 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 ...
Ben's user avatar
  • 115
2 votes
0 answers
31 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 ...
unor's user avatar
  • 7,686
1 vote
0 answers
42 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 ...
orcmor's user avatar
  • 11
1 vote
0 answers
43 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 ...
Chris Forrence's user avatar
1 vote
0 answers
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 ...
Maxim's user avatar
  • 11
0 votes
2 answers
115 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.
Dave's user avatar
  • 9
1 vote
0 answers
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 ...
Franck Dernoncourt's user avatar
0 votes
3 answers
324 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 ...
Franck Dernoncourt's user avatar