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SteadyPlan

Explore the product

This tour is a grounded look at SteadyPlan: what it helps with, what it assumes, and why it is built as a self-hosted planning and visibility tool.

Self-hosted today. Not financial advice.

Overview Demo data

How the product helps

Where you are today

SteadyPlan is designed to make the current picture legible, so decisions are based on reality instead of avoidance.

Accessible, restricted, and locked money

Long-term planning is easier when you separate cash you could reach now, invested money you could sell, money with conditions, and money reserved for later.

Scenarios, not promises

Projections are assumptions-based scenario estimates to explore trade-offs, not a guarantee of outcomes.

Scenario estimates

The projections view is built around assumptions you control. The goal is to support long-term thinking while staying clear about what is entered data and what is forecast output.

Estimates are based on your inputs and assumptions.

Scenario estimates Demo data
Data ownership Demo data

Data ownership

SteadyPlan stores your data locally in a SQLite database on your own server/NAS/desktop. There is no hosted account and no public signup.

Optional external price lookups can contact providers for ticker data. Everything else stays local unless you choose otherwise.

What SteadyPlan is (and is not)

What it is Self-hosted
  • A self-hosted planning and visibility tool
  • Built for UK-focused long-term thinking
  • Useful for accounts, debts, savings, investments, goals and retirement scenarios
What it is not Clear boundaries
  • Not a bank or broker
  • Not financial advice
  • Not a trading or get-rich-quick product
  • Not a paid hosted SaaS product today

Next steps

Safest default is LAN/VPN access. Public exposure requires a trusted reverse proxy and HTTPS.