TL;DR
Personal finance that stays on one machine: trading, expenses, net worth and FI.
foliolocal
Trading
Expenses
Net worth
FI
no sync
- Trading
- Wheel-strategy tracker across HSA, IRA and taxable accounts: cost basis net of premium, open options, P&L.
- Books
- Monthly cash-flow close by category, a balance sheet across brokerage, retirement and outside accounts, FI runway and savings rate on top.
- Claude
- Slash commands for net worth, runway, savings rate and a macro brief, all read from a directory on disk.
- Stack
- Python and Streamlit, yfinance for prices, pulled out of a trading folder about six months old.
Ran June 7 to 8, 2026.