Desktop applications for managing your own money — rebalancing, retirement planning, trade journaling. Everything runs on your machine. No accounts, no subscriptions, nothing uploaded.
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 spreadsheets I kept refining and improving year after year.
When I retired, I set out to learn the newer programming languages and finally build the tools I'd always wanted — turning decades of my own knowledge and the workflow those spreadsheets captured into real software.
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 estimates the true state of a system by continuously combining what it predicts with what it actually measures — trusting whichever is more reliable at each step. That discipline is the idea underneath these apps.
An algorithm that turns noisy, incomplete data into the best estimate of what's really happening: predict the next step, compare it to reality, correct by how far off it was. It's how Apollo navigated and how GPS holds a fix. (Rudolf Kálmán, 1960.)
Your finances can be noisy, chaotic, and confusing — scattered across accounts, statements, and spreadsheets. That's what the apps are for: they bring process and clarity, helping you cut the noise down to a clear picture of where you stand and what to do next. Locally — nothing uploaded, nothing hidden.
I first ran into this kind of math studying electrical engineering years ago, and it stuck with me, so I named the company after it. You don't need to know any of it to use the software — but it's the idea underneath it.
Questions, bug reports, or want an early CrucibleTrade build? Send a note — it comes straight to me.
hello@kalmansoftware.com