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?
Maybe take a look at beancount, it’s a great tool for tracking and allows imports of different formats. There is no native way to do budgets, but there are plugins helping with it. Using fava it gives you a really nice UI to visualize your data I currently don’t use it for securities/portfolio but what I saw from the documentation, it definetly can handle it
https://beancount.github.io/