Desktop applications for managing your own money — rebalancing, retirement planning, trade journaling. Everything runs on your machine. No accounts, no subscriptions, nothing uploaded.
Available · Free, early access
Portfolio rebalancing and retirement planning for the DIY investor running real, multi-account portfolios. Design a target model, get broker-ready trades, and project the plan decades into retirement.
Explore Portfolio Manager →
Coming soon
A local-first trading journal for swing traders. Import your broker fills, rebuild every trade, and find your real edge across charts, risk controls, and a deck of report lenses.
Preview CrucibleTrade →I'm a retired electrical engineer. For decades I managed my own money — trading stocks, rebalancing, planning the retirement drawdown — out of a pile of spreadsheets I kept rebuilding year after year.
When I retired I finally built the applications I'd wanted that whole time: those spreadsheets, turned into real software and shaped around how I actually work. They run entirely on your own computer, the way they run on mine — no accounts, no subscriptions, no data leaving your machine.
If they fit how you manage your money, they're yours to use.
A Kalman filter is a piece of math for pulling a clear signal out of noisy data. You feed it a stream of imperfect measurements — each one a little wrong — and it produces the best running estimate of what's actually true, correcting itself as every new reading arrives. It's how Apollo navigated to the Moon, how your phone holds a GPS fix, how control systems stay steady. Rudolf Kálmán published it in 1960; engineers have relied on it ever since.
That's close to what these applications do. Your financial life shows up as noisy, partial data — broker exports, monthly statements, prices that jump around. The software's job is to turn that into a clear estimate of where you actually stand and what to do next, then keep refining it as new information lands. Measure carefully, correct continuously, converge on the truth — locally, on your own machine, with nothing hidden.
I spent a career as an electrical engineer living in this kind of math, so the name fit. You don't need to know any of it to use the apps — but it's the idea underneath them.
Questions, bug reports, or want an early CrucibleTrade build? Send a note — it comes straight to me.
hello@kalmansoftware.com