So way back when I used to use Mint.com to help me manage my finances. It worked great until Intuit bought them, ended the app, and redirected their customers to CreditKarma. I hated getting spam messages and haven’t used a personal finance app for years. I finally set up ActualBudget and it great for budgeting but I want to keep track of investments, retirement holdings, property, and things outside of the monthly budget. I don’t think ActualBudget does that. Are there any self hosted projects that helps me keep track of stocks, property, and other assets?
Some of the features you’re looking for led me to switch to Quicken a few years ago. It’s a legacy desktop app (Quicken Online sucks) and it’s not very fast but it is still the gold standard for personal accounting software. I’ve honestly been happier with it than I was with anything else I’ve tried.
Thankfully Intuit sold it off so they can’t enshitify it anymore.