Local-first money software, built by an engineer who uses it on his own portfolio.

Desktop applications for managing your own money — rebalancing, retirement planning, trade journaling. Everything runs on your machine. No accounts, no subscriptions, nothing uploaded.

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100% local No account or subscription Nothing uploaded

Products

Two tools, one principle: your data stays yours.

Early access

Portfolio Manager

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.

Rebalancing
Screener
Backtest
Monte-Carlo projection

Explore Portfolio Manager →

Coming soon

CrucibleTrade

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.

Trade journal
Risk controls
Report lenses
Playbook

Preview CrucibleTrade →

Contact

Get in touch.

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

hello@kalmansoftware.com