FinanceCopilot

Offline-first personal finance and portfolio tracker for macOS, Windows, and Android.

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An offline-first personal finance and portfolio tracker for macOS, Windows, and Android that stores data locally in a SQLite file with optional Google Drive sync and no telemetry. It consolidates bank accounts, ETFs, stocks, bonds, crypto, pension funds, and real estate, offers ISIN-based security matching with auto-fetched ETF composition/TER, PDF/CSV/Excel import with automatic statement table reconstruction, a financial-health KPI and allocation dashboards, and goal-based pillars with rebalance previews for individuals managing both banking and investment portfolios.

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Problem & pain-point mapping
Who we surface it to (audience fit)
What it's a strong alternative to
Trust & credibility signals

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