Self-hosted · Privacy-first · Open source

Your money.
Your machine.

Track net worth, spot budget patterns, plan your retirement — powered by AI, with zero data leaving your computer. Your Monarch data, your machine, your rules.

Requires Docker · Requires Monarch Money · MIT License · v2.1.0
localhost · stashtrend
Stashtrend
Net Worth
Synced 4 minutes ago · March 2026
Total
$312k
↑ 5.3% this month
Assets
$389k
↑ 3.1%
Liabilities
$77k
↓ 0.8%
12-Month Net Worth Trend
Mar Jun Sep Dec Mar '26

Built for users of

Monarch Money
Docker Desktop
Anthropic Claude
OpenAI
Local SQLite

Stashtrend is an independent open-source project. Not affiliated with or endorsed by Monarch Money.

Everything you need

Built for serious
personal finance

Your financial data, all on your machine. No extra subscriptions, no cloud sync, no privacy trade-offs.

Net Worth Tracker
Track total net worth with interactive line charts. Compare month-over-month and year-over-year trends with full account breakdowns.
Trending
Investment Performance
All your investment accounts in one view. Compare annualized growth rates across positions — no spreadsheet required.
Beta
Budget vs. Actuals
Compare monthly budgets against real spending across all Monarch categories. Configurable for 3, 6, or 12-month views. Transfers auto-excluded.
Analysis
Account Groups
Bundle accounts into custom categories like "Liquid Cash" or "Retirement." Track each group's historical balance independently.
Organization
Auto-Sync
Syncs with your Monarch Money account every 6 hours by default. Trigger manual syncs anytime, with live progress tracking and job history.
Automation
AI Budget Analysis
Plug in Anthropic, OpenAI, or any compatible API. Get AI-powered spending insights and a personalized budget built around your income, location, and goals.
AI-Powered
Fully Private
All data lives in a local SQLite database inside a Docker volume on your machine. Nothing hits a cloud server. Backup and restore with a single command.
Privacy-First
Retirement Tracker
Set a retirement target and track progress against your investable capital. Visualize your projected nest egg with CAGR-based growth curves and milestone markers.
Planning
Budget Heatmap
A rolling heatmap of budget performance by category — spot trends and chronic overspending at a glance.
Insights
Milestone Planner
Define financial milestones (emergency fund, house down payment, early retirement) and see projected achievement dates based on your current savings rate.
Milestones
localhost · budgets
Stashtrend
Budget Heatmap
Nov '25 – Mar '26 · Transfers excluded
Nov
Dec
Jan
Feb
Mar
Housing
Food
Transport
Shopping
Health
Savings
Under
Near
Over
Budget vs. Actuals

Spot the patterns your monthly review misses

One bad month looks like noise. Three bad months in a row is a habit. The budget heatmap rolls your last several months into a single grid — so the categories where your budget and spending are consistently at odds jump out immediately, no analysis required.

Account Groups

Slice your wealth any way you want

Create custom account groups — Liquid Cash, Retirement, Real Estate, whatever makes sense for your life. Track each group's balance history independently so you can see exactly how each bucket is growing.

localhost · accounts
Stashtrend
Account Groups
5 groups · 14 accounts
Liquid Cash
$28,440
↑ 2.1%
3 accounts
Retirement
$198,320
↑ 7.4%
4 accounts
Investments
$84,750
↑ 11.2%
5 accounts
Debt
−$77,100
↓ 0.8%
2 accounts
AI-Powered

Get a budget built
for your actual life

Connect your AI provider of choice and unlock two powerful tools: automated spending analysis on your real transaction data, and a personalized budget built from your income, location, and household size — customizable before pushing changes back to Monarch Money. API keys never leave your machine.

Anthropic Claude
OpenAI
Any compatible API
AI Budget Analysis · March 2026
Analyze my spending for the last 3 months and flag anything unusual.
Your average monthly spend is $4,218, which is 6% below budget — solid discipline. One flag: dining out jumped 38% in February versus your 6-month average. Your savings rate of 22.4% is above the recommended 20% for your income bracket. You're on track.
Build me a budget for a family of 3 in Austin, TX.
Based on Austin's cost-of-living index and a household of 3, here's a recommended allocation: Housing $2,100, Food $900, Transport $480, Childcare $1,200, Savings $1,400...
Retirement & Milestones

See exactly when you'll get there

Set a retirement target, define milestones along the way, and watch the math work. Stashtrend projects your nest egg using your actual investable capital and historical growth rate — no guesswork, no generic calculators.

localhost · milestones
Stashtrend
Retirement & Milestones
Target: $1.5M · Projected: 2041
Milestone Progress
Emergency Fund ✓ Done
House Down Payment 67%
Projected: Aug 2027
Early Retirement 12%
Projected: 2041
2022 2026 2030
Setup in minutes

Three commands.
Running locally.

No cloud accounts. No data sharing. Just Docker, your Monarch credentials, and a terminal.

1
Clone the repo
Pull stashtrend from GitHub. Requires Docker Desktop and an active Monarch Money account.
git clone https://github.com/
krulewis/stashtrend
2
Start Docker
One command spins up both the Flask API and React frontend in isolated containers.
docker compose up
3
Connect Monarch
Open localhost and follow the setup wizard to link your Monarch Money account. Done.
open http://localhost

Your finances.
Finally, yours.

Free. Open source. Runs on your machine.

Clone on GitHub Read the docs →