Libertas 🗽

Your finances, on your machine. No subscriptions. No account linking. No cloud. Ever.

Libertas is a self-hosted personal finance dashboard built for people who want the power of tools like Copilot Money or Fey — without handing your financial information to a company.

✦ Onyx (left) · Retro (right) — live market tape with drag-to-scroll, throw momentum, and NASDAQ-style neon ticker on Onyx ✦

• 📊 Net worth dashboard — history, range controls, 30-day delta, account drill-in
• 📰 Live market tape — NASDAQ-style neon ticker on Onyx; drag to scroll, throw to fling with momentum
• 🏦 Full account coverage — brokerages, banks, crypto, real estate, debt, retirement
• 🧠 Insights engine — 15 deterministic rules, runs 100% offline, no AI required
• 🔥 Retirement planner — 5 FIRE types, projections, contribution tracking
• 🧮 Tax estimates + debt payoff — built-in calculators
• 🔐 At-rest encryption — AES-256-GCM on all sensitive fields in SQLite
• ⌨️ Keyboard-driven — / command palette, chord nav (g d dashboard, g a accounts, g r real estate, g s settings)
• 🎨 Two themes — Onyx (terminal black + amber) and Retro (deep navy + blue glow)
• 🤖 Optional AI chat — Claude API key unlocks portfolio Q&A and guided insights
• 🔗 Optional sync — Plaid and Google Sheets CSV feeds, fully opt-in

Most finance apps are built around your data leaving your machine. Libertas is built around the opposite.

At-rest encryption (AES-256-GCM) protects account names, balances, and all sensitive fields in the local database — even if someone gets physical access to your machine.

All optional integrations (Claude API, Plaid, News API) are explicitly opt-in. Nothing is enabled by default. No telemetry. No analytics. No crash reporting home.

You need: Python 3.11+, uv, bun

git clone https://github.com/adeebahmed/Libertas.git
cd Libertas
./start.sh

Open http://127.0.0.1:5173 — import a CSV or add an account manually and you're in.

Drop a CSV from any of these into the Import page — Libertas auto-detects the format:

Fidelity · Schwab · Robinhood · Coinbase · Chase · Vanguard

Or drag any CSV and map columns once. Subsequent imports use saved mappings.

Prefer hands-off? Drop files into /data/watch/ and the watcher picks them up automatically.

Set everything in Settings inside the app — stored locally in SQLite, never sent anywhere.

FastAPI + SQLAlchemy + SQLite · React 18 + TypeScript + Vite · yfinance + CoinGecko · VitePress docs

Full user guide, API key setup, and architecture decisions at the GitHub Pages site.

./start-docs.sh   # preview docs locally