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.
Questions, bug reports, or want an early CrucibleTrade build? Send a note — it comes straight to me.
hello@kalmansoftware.com