Canonical: steadyplan.co.uk

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.

View docs GitHub Demo coming later

Secondary domain: steady-plan.co.uk (redirect/alias). Older installs may still reference the historical shelly-finance name (repository/image/data folder) during the transition.

Screenshots

SteadyPlan overview dashboard (demo data)

Screenshots use demo data.

What it looks like

Screenshots use demo data.

Overview dashboard showing totals, month strip, and next actions (demo data) — Overview dashboard

Holdings page showing accounts and holdings breakdown (demo data) — Holdings

Projections page with scenario estimates and goals (demo data) — Projections

Settings page showing data ownership and backup guidance (demo data) — Data & privacy

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