Self-hosted UK finance planning, without handing over your data.
SteadyPlan is a self-hosted UK finance cockpit for long-term planning. Track accounts, investments, goals, budgets, ISA usage, pension planning, and scenario estimates from your own server.
Secondary domain: steady-plan.co.uk (redirect/alias). The repository and container image are still published under the historical shelly-finance name during the transition.
Screenshots
Real screenshots can be added later. This site is intentionally static and simple.
Self-hosted by design
Run SteadyPlan on your own hardware. Safe default: home LAN or VPN-only.
Built for UK long-term planning
UK-aware wrappers and tracking, with calm scenario estimates rather than promises.
Your data stays on your server
Financial data is stored locally in a SQLite database. No cloud sync.
Import, export, backup, restore
SteadyPlan supports broker CSV import, per-user JSON export/restore, and whole-instance SQLite backups. The aim is clarity and control for cautious self-hosters.
Start with the docs: Install, Backups, Reverse proxy, Privacy.
Not financial advice
SteadyPlan is a tracking dashboard and scenario tool. It is not a trading app, bank, broker, or adviser. Outputs are estimates based on your inputs.
Runs well on Docker/Unraid
The common setup is Docker or Unraid with a host-mounted data directory. You control where data is stored and how it’s backed up.
Install notes