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Finance Toolkit — Full Archive
Market Data & APIs
- yfinance
- yfinance wraps Yahoo Finance's public endpoints into one Python import, pulling historical OHLCV, fundamentals, options chains and a basic screener for equities, ETFs, indices, crypto and FX. It's been the fallback library retail quants reach for since the library's earliest days, with 25,000+ stars and a release, v1.6.0, that shipped August 13, 2026. `pip install yfinance` and you're pulling ten years of daily bars in your first script. **Pricing:** free and open source; there's no published rate limit since it rides on Yahoo's own undocumented endpoints, which can throttle without warning.
- OpenBB
- On August 25, 2026, OpenBB announced it's open-sourcing its entire commercial suite, including Workspace, Copilot and the Excel add-in, and winding the company down as a standalone business. The underlying package already covers equities, crypto, options, fixed income and macro series (FRED, IMF, BLS) behind one Python import and a self-hostable REST API; `pip install openbb` gets you the core aggregator today. **Pricing:** the core package is free (AGPLv3); the hosted Workspace keeps a free Community tier (20 Copilot queries/day) alongside a new paid Lite self-hosted tier around $1,200/year for small teams.
- Databento
- Databento streams real-time and 16-plus years of historical tick data across 15 equity exchanges, every major futures venue and all 18 US options exchanges, at a median latency of 590 microseconds. Cboe Futures Exchange and Blue Ocean ATS both went live as new venues in April 2026, part of a $97M Series B round announced in July. New accounts get a $125 credit toward historical pulls. **Pricing:** pay-per-GB for historical data with no subscription required, or $199/month for the Standard live-data plan; full-history unlimited access runs $4,500/month.
- Tiingo
- Tiingo answers to one API key for 80,000-plus equities, FX, crypto and two decades of fundamentals, plus a corpus of roughly 70 million news articles for anyone training a sentiment model on top. Grab a key at tiingo.com and the free tier already covers 30-plus years of daily history; ask for fundamentals or real-time IEX quotes and you move to a paid add-on. It's the paid fallback quants reach for once scraped data stops being reliable enough to trust. **Pricing:** free tier caps at 1,000 requests/day and 500 unique symbols/month; the Power plan starts at $30/month for 100,000 requests/day and the full 110,000-symbol universe.
- EODHD
- EODHD covers 150,000-plus tickers across 60 exchanges with fundamentals, options and news behind one REST API, but the real update this year is its MCP server: a March 2026 rewrite took it from 75 to 88 tools, added OAuth 2.0 so an agent no longer carries a raw key in the URL, and added sanctions-screening and congressional-trades endpoints. Install the MCP server from GitHub, or just hit the REST API with a free key. **Pricing:** free tier gives 20 calls/day with 15-minute-delayed quotes and a year of history; the entry paid plan, Historian, runs €19.99/month for 100,000 calls/day and 30-plus years back.
- Twelve Data
- Twelve Data hands out real-time US equities, forex and crypto quotes plus technical indicators on a free key with no card required, which is more than most data APIs give away before billing starts. `pip install twelvedata`, or call the REST endpoints straight from any language with an HTTP client. It's become a common first stop for side projects that need live US market data without a Databento-sized invoice. **Pricing:** free Basic plan caps at 800 calls/day; the Grow plan starts at $29/month for 55 calls/minute with no daily ceiling.
- Massive
- In October 2025, Polygon.io renamed itself Massive and kept the same stock, options, forex, crypto and (now) futures feeds running underneath. This September it added a pay-per-request mode that settles in USDC over Base, no API key required, alongside the standard REST and WebSocket access. `pip install polygon-api-client` still points at the same endpoints if you don't need that new path. **Pricing:** the free Basic tier caps at 5 calls a minute, end-of-day data only, 2 years of history; paid plans start at $29/month for unlimited calls with a 15-minute delay and reach $199/month for real-time data.
- Alpha Vantage
- Stocks, forex, crypto, technical indicators and macro series all sit behind one Alpha Vantage API key, and an official MCP server now exposes more than 100 of those endpoints as callable tools instead of hand-written requests. Register for a free key at alphavantage.co, or point an MCP client at the server repo if you'd rather let an agent make the calls. **Pricing:** the free tier caps at 25 requests a day; paid plans start at $49.99/month for 75 requests per minute.
- FRED API
- FRED still holds 800,000-plus economic series from the St. Louis Fed: GDP, CPI, unemployment, rates, going back decades. Register for a free key and query the REST endpoint directly, or work through the `fredapi` Python wrapper. **Pricing:** free, with no published rate limit in the documentation.
Quant & Backtesting
- NautilusTrader
- A Rust core paired with a Python control plane lets NautilusTrader run the exact same strategy code in backtest and in live trading, across crypto, FX, equities and futures. Version 2.0.0-rc3 landed August 20, 2026, the release-candidate milestone of a years-long rewrite off the old Cython v1 codebase. `pip install -U nautilus_trader` installs the whole event-driven engine, adapters included. **Pricing:** free and open source, LGPL-3.0.
- QuantLib
- QuantLib has been the reference C++ library for derivatives pricing, yield-curve bootstrapping and fixed-income modeling since the early 2000s, with official bindings for Python, Java, C# and R. Version 1.43 shipped July 14, 2026, the latest in a release cadence that hasn't slowed in two decades. `pip install QuantLib` is the fastest way in for anyone working from Python. **Pricing:** free and open source, modified BSD.
- Riskfolio-Lib
- `pip install riskfolio-lib` (Python 3.10+) puts 26-plus convex risk measures — CVaR, Sortino, conditional drawdown — plus risk-parity, hierarchical clustering and Black-Litterman allocation behind a few lines of code, built on CVXPY. It's carved out real adoption in the portfolio-optimization niche since 2020, and the latest release, 7.3.0, went out May 31, 2026. **Pricing:** free and open source, BSD-3-Clause.
- Qlib
- Qlib handles the whole quant-research pipeline under one Microsoft-maintained roof: data handling, factor mining, model training (including reinforcement learning) and backtesting. `pip install pyqlib` gets the package, and with roughly 50,000 GitHub stars and commits as recent as October 22, 2026, it's what most ML-leaning quant researchers reach for first. This year it absorbed RD-Agent, Microsoft's LLM-driven system for automating factor and model search, described in a paper published in May. **Pricing:** free and open source, MIT.
- vectorbt
- vectorbt runs thousands of parameter combinations of a strategy at once by vectorizing the whole backtest over pandas and NumPy instead of looping bar by bar. `pip install -U vectorbt` gets the library, and a from-scratch Rust execution engine replaced its old Numba-JIT hot paths in v1.0.0, released April 2026, with releases still landing through October. **Pricing:** the core library is free under a fair-code license (Apache 2.0 plus Commons Clause — free to use, not to resell); a separate paid VectorBT PRO tier adds extra features.
- PyPortfolioOpt
- Efficient-frontier optimization, Black-Litterman allocation and Hierarchical Risk Parity all sit behind a few lines of PyPortfolioOpt — `EfficientFrontier(mu, S).max_sharpe()` is the whole call for a basic max-Sharpe portfolio. `pip install PyPortfolioOpt` is as far as setup goes, and with 6,000-plus stars and years of use in papers and tutorials, it's the library most portfolio-construction code ends up built on. **Pricing:** free and open source, MIT.
- QuantConnect LEAN
- LEAN runs the identical strategy code in backtest and live trading across equities, options, futures, forex and crypto, in either C# or Python. `pip install lean` gets the CLI, or clone the repo and run the whole engine locally with Docker instead of QuantConnect's hosted cloud. **Pricing:** free and open source under Apache-2.0; the hosted QuantConnect Cloud platform layers its own paid tiers on top.
- skfolio
- skfolio brings mean-variance optimization, hierarchical risk parity and HERC clustering into an API shaped like scikit-learn's, so portfolio construction slots into the same pipeline as a classifier would. `pip install skfolio` and you're fitting an allocation model in a few lines. Version 1.3.4 shipped September 25, 2026, continuing a pace that's barely slowed since the project's 2025 arXiv paper. **Pricing:** free and open source, BSD-3-Clause.
- Jesse
- Jesse's indicator engine, more than 300 of them, now runs through Rust via PyO3 instead of pure Python, a change that landed across its v3 releases this month. `pip install jesse` or pull the Docker image, then connect it to Kraken Pro or KuCoin for live execution. Five releases shipped between September 12 and 23, 2026 alone. **Pricing:** free and open source, MIT.
Trading & Broker SDKs
- Alpaca Trading API
- US equities, crypto and options share one account under Alpaca's Trading API, with official SDKs in Python, Node, Go and C#. Set `paper=True` on `alpaca-py`'s TradingClient and you're routing simulated orders against live prices within minutes of signing up. **Pricing:** paper trading and the Basic (IEX) market-data feed are free; full consolidated market data requires the paid Algo Trader Plus tier.
- ccxt
- Binance, OKX, Bybit, Hyperliquid and more than a hundred other exchanges all answer to the same method calls under ccxt, in JavaScript, Python, PHP, Go and half a dozen other languages. It's been the default abstraction layer under crypto trading bots since 2017, with roughly 100,000 commits and no sign of slowing. `pip install ccxt` and you can swap exchange classes without rewriting a strategy. **Pricing:** free and open source, MIT; you pay only whatever fees the underlying exchange charges.
- PMXT
- PMXT does for prediction markets what ccxt did for crypto exchanges: one interface for placing and managing orders across Polymarket, Kalshi, Limitless, Myriad and a dozen other venues. The project didn't exist before January 2026 and had shipped past version 2.5 by July, tracking the category's growing regulatory attention. `pip install pmxt` self-hosts free with your own keys, or use the hosted API instead. **Pricing:** self-hosted core is free (MIT); the hosted API has a free tier (25,000 credits/month, 60 requests/minute) with paid tiers starting at $29.99/month.
- Freqtrade
- Freqtrade bundles backtesting, hyperparameter tuning, dry-run paper trading and live execution into one crypto trading bot, controllable from a Telegram chat or a web UI, against Binance, Kraken, OKX, Bybit and more. `pip install freqtrade` or the Docker quickstart gets a bot dry-running within minutes. With close to 56,000 stars and a release as recent as late September 2026, it's what most retail algo traders in crypto start from rather than building an order-routing layer themselves. **Pricing:** free and open source, GPL-3.0; you still pay whatever fees the exchange itself charges.
- Kalshi Trading API
- Kalshi's docs now cover two separate API lines: the original event-contract markets over REST, WebSocket and FIX, and a new perpetual-futures line built for the CFTC-regulated BTC perpetual it launched in June 2026, followed by gold and silver perpetuals in September. The official SDK got rewritten too — `kalshi-python-sync` and `kalshi-python-async` replace the deprecated original package and add RSA-PSS request signing. **Pricing:** no account or API fees; taker orders pay a per-contract fee that scales with price, and resting maker orders are free unless a specific market says otherwise.
- Hyperliquid Python SDK
- Hyperliquid's own Python SDK wraps every REST and WebSocket endpoint for its non-custodial perpetuals and spot exchange, and handles the EIP-712 signing so placing a signed order doesn't mean implementing a signature scheme from scratch. `pip install hyperliquid-python-sdk`, point it at an API wallet key, and you're calling the exchange directly. **Pricing:** the SDK is free; the exchange charges 0.015%/0.045% maker/taker fees on perps at the base tier, dropping as volume and HYPE staking increase.
- Coinbase Advanced Trade API
- Coinbase's own Python SDK covers spot and derivatives trading on Advanced Trade: order placement, portfolio management, market data, authenticated through the newer CDP keys instead of legacy credentials. `pip3 install coinbase-advanced-py` and a funded account is placing orders within a few lines. **Pricing:** the SDK is free; trades run on Coinbase's standard maker and taker fee schedule.
- Schwabdev
- When TD Ameritrade's API retired into the Schwab migration, it left a gap that Schwabdev has been filling with a maintained Python wrapper for quotes, streaming and order placement against the Schwab Trader API. `pip install schwabdev`, then register a separate app through Schwab's Developer Portal for credentials. Version 4.0.0 shipped August 9, 2026. **Pricing:** free and open source; trading requires a funded Schwab brokerage account.
- tastytrade
- This unofficial async SDK for Tastytrade moves faster than the broker's own official client, with typed models for accounts, orders and streaming data built around the options-focused brokerage's API. `pip install tastytrade`, then authenticate with your Tastytrade account credentials. v13.2.3 went out August 7, 2026. **Pricing:** free and open source; live use requires a funded Tastytrade account.
Portfolio & Accounting
- hledger
- Plain-text journal files, double-entry bookkeeping, and reports from the command line, a TUI or a local web UI: hledger has run on that formula since 2007 and still ships regularly, most recently release 1.52.2 on August 24, 2026. Point it at a `.journal` file and you're recording transactions in a format you can read and diff yourself. **Pricing:** free and open source, GPL-3.0-or-later.
- Wealthfolio
- Wealthfolio tracks positions and performance across multiple brokerage accounts, with a benchmark-aware dashboard and a net-worth view spanning assets and liabilities. Version 3.4.0 (May 15, 2026) added a self-hosted Docker mode alongside the existing desktop app, and releases have kept coming roughly every two weeks since. `docker pull wealthfolio/wealthfolio:latest` runs it on your own server. **Pricing:** free and open source (AGPL-3.0); an optional paid add-on, Wealthfolio Connect, handles automated brokerage sync.
- SolidInvoice
- A ground-up 3.0 rewrite of SolidInvoice went stable on June 17, 2026, adding a UI redesign, two-factor auth and flat-rate tax types on top of its existing client-invoicing and quoting workflow. `docker run -p 8080:80 solidinvoice/solidinvoice` gets a working instance up in one command. **Pricing:** the self-hosted edition is free (MIT); a hosted version starts around $9/month.
- Portfolio Performance
- Portfolio Performance keeps every number — time-weighted returns, IRR, Sharpe ratio, tax-lot gains — in a local file on your own machine rather than a server somewhere, pulling prices from Yahoo, CoinGecko and other free sources. Download the desktop app and start adding accounts; there's no sign-up because there's no account to sign up for. It's been the default spreadsheet replacement in European investing forums for over a decade, and the latest release, 0.89.0, landed October 11, 2026. **Pricing:** free and open source, Eclipse Public License 1.0.
- Bigcapital
- Bigcapital does double-entry bookkeeping, invoicing, bills and inventory behind a headless API — less a toy ledger, more a self-hosted stand-in for QuickBooks or Xero. `docker compose up -d` against the repo's compose file and it's running on your own server. Commits landed as recently as October 21, 2026, on top of more than 5,000 already in the history. **Pricing:** self-hosted core is free (AGPL-3.0); the vendor's own hosted cloud tiers run $20 to $60/month.
- InvoicePlane
- InvoicePlane handles client invoices, quotes and payment tracking from a self-hosted PHP install — unzip the release into a webroot and run the installer, no Docker required unless you want it. Version 1.7.2, released August 28, 2026, closed around 40 disclosed security issues, including a critical remote-code-execution bug and a Stripe overcharge flaw on zero-decimal currencies, while re-adding the Stripe, PayPal and Venmo payment processing that had been pulled during the audit. **Pricing:** free and open source, MIT.
- Akaunting
- Double-entry bookkeeping, invoicing and expense tracking for small businesses run through Akaunting's Laravel app, which you can self-host or rent from the company directly. `docker run` the self-hosted image, and the Standard plan is free for up to two users, one company and 1,000 invoices a year, converting to GPLv3 four years after each release. **Pricing:** self-hosted Standard is free (BSL 1.1, later GPLv3); hosted Cloud plans start at $12/month for one company.
- Beancount
- Beancount defines transactions in a plain-text language, then compiles the ledger file into balance sheets, income statements and a queryable database rather than a spreadsheet. Write entries in any text editor, run `bean-check` to validate them, and add the Fava web UI if a browser view is more your speed. The last commit landed August 23, 2026. **Pricing:** free and open source, GPL-2.0.
- bankstatementparser
- CAMT.053, PAIN.001, MT940, OFX, CSV, even scanned PDFs: bankstatementparser turns all of them into one unified transaction model, with balance verification and PII redaction built in, then exports straight into an hledger or Beancount ledger. `pip install bankstatementparser`, adding the `[hybrid]` extra for an LLM fallback on messy PDFs. Version 0.0.19 shipped September 1, 2026. **Pricing:** free and open source, dual Apache-2.0/MIT.
Finance AI & Agents
- EdgarTools
- EdgarTools parses SEC filings — 10-Ks, 10-Qs, Form 4 insider trades, 13F holdings, proxy statements — into typed Python objects and pandas DataFrames by reading the underlying XBRL data instead of scraping HTML. The project has years of continuous commits behind it and shipped release 5.53.0 on August 25, 2026. `pip install edgartools` and the only thing it asks of you is a SEC-required identity header. **Pricing:** free and open source, MIT.
- sec-edgar-mcp
- Point an MCP client at sec-edgar-mcp and it can ask for a company's balance sheet and get exact XBRL-parsed numbers back, instead of a summarized guess — filings, financial statements and insider-trading forms are all exposed as tools. Version 1.1.0 shipped August 20, 2026 with 21 tools and a rewrite onto a new underlying toolkit. Run it with Docker, or install through pip or uvx. **Pricing:** free and open source, AGPL-3.0; commercial licensing is available by contacting the maintainer directly.
- FinToolBench
- FinToolBench tests whether an LLM agent picks the right financial tool for a job, not just whether it can talk about finance: 295 questions that require calling real tools drawn from 760 free-tier financial APIs, scored on regulatory-domain alignment and timeliness as well as correctness. The repo and its accompanying arXiv paper both went up in March 2026. Clone it, install the requirements, and run the eval script against your own model. **Pricing:** free to use; no license file is published in the repo, so check before commercial use.
- Daloopa
- Daloopa reads XBRL filings, PDFs, investor decks and transcripts and turns them into more than 1,300 standardized, source-linked KPIs across 6,000-plus tickers, available through a 37-endpoint REST API, an Excel add-in, or its own MCP server. Request access through the API product page; docs.daloopa.com covers the rest. The MCP side is the newest piece — a 2026 expansion added connectors for ChatGPT and Codex along with more than 20 prebuilt financial-analysis skills. **Pricing:** no published price; access is demo- and account-gated through sales.
- Equibles
- This MCP server exposes 130 tools covering SEC filings, 13F holdings, insider and congressional trades, earnings-call transcripts, options chains and FRED macro series, so an agent can ask for a balance sheet and get XBRL-exact numbers instead of a summarized guess. Run `claude mcp add --transport http equibles https://mcp.equibles.com/mcp` against the hosted version, or clone the repo and self-host it with Docker Compose. The project only started in July 2026 and was still being pushed to as recently as October 19. **Pricing:** hosted free tier covers 100 requests/day with no card; self-hosting the AGPL-3.0 engine is free, and paid Plus/Pro hosted tiers scale up to 100,000 requests/day.
- FinanceBenchmark
- FinanceBenchmark tracks how more than 50 language models perform across 42 finance-specific tests — document analysis, numerical reasoning, agentic finance tasks — rather than taking a vendor's word for which model handles filings best. Browse the leaderboard directly or pull the same scores from its JSON data API. A CorpFin benchmark for long credit-agreement comprehension, plus updated scores for newer models, both landed in the site's October 2026 update. **Pricing:** free to browse and query; no license is published for the underlying benchmark data, so check before any commercial reuse.
- FinGPT
- FinGPT fine-tunes open base models with lightweight LoRA adapters for sentiment analysis, forecasting and robo-advising on financial news and social data, rather than training a finance model from scratch. Clone the repo and `pip install -r requirements.txt`, or grab pretrained checkpoints from Hugging Face. **Pricing:** free and open source, MIT; you only pay for whatever base-model inference you run it on.
- TradingAgents
- Separate LLM agents handle fundamental, sentiment and technical analysis in TradingAgents, then hand their output to trader and risk-management agents built on LangGraph, with point-in-time data integrity so a backtest can't accidentally see the future. `pip install .` from a cloned repo and supply a key for whichever model provider runs the agents. Version 0.5.1 shipped this September with SEC EDGAR fundamentals and a reorganized package layout. **Pricing:** free and open source, Apache-2.0; you pay your model provider for the inference.
- financial-reports-mcp-server
- European company filings, financials and ISINs come through this MCP server as sixteen tools by default, expandable to 46 for the full FinancialReports API surface. Sign up free at financialreports.eu, then `claude mcp add --transport http financialreports https://mcp.financialfilings.com/mcp` and authenticate in the browser, no manual key handling required. **Pricing:** free account and MCP access; whether a paid tier exists at higher usage isn't disclosed on the signup page.
Fintech Infrastructure
- Stripe API
- Roughly 4.8 million active businesses route card and bank payments through Stripe's REST API, using Payment Intents for checkout and Connect for marketplace payouts. `npm install -g @stripe/cli`, grab a key, and the quickstart has a test payment going in a handful of lines. **Pricing:** standard cards run 1.5% + €0.25 per transaction in the EEA (rates vary by region and card type), with custom volume pricing above that.
- Blnk
- Blnk is a self-hosted, open-source ledger that models every money movement as an immutable double-entry transaction, with reconciliation against bank statements and processor payouts built in, plus SDKs in TypeScript, Go, Python and Java. Five releases shipped between June and August 2026 alone, most recently v0.15.3 on August 25. `git clone` the repo and `docker compose up` to run your own instance. **Pricing:** self-hosting is free (Apache-2.0); the managed Blnk Cloud starts at $1,000/month for 200,000 records, plus $0.00175 per additional record.
- TaxJar API
- Sub-20-millisecond, jurisdiction-level sales-tax calculation is TaxJar's core job, with automated return filing on top and native hooks into Stripe, WooCommerce and BigCommerce checkout. Sign up for the 30-day trial, grab an API key, and call the REST endpoint from checkout. **Pricing:** Starter is $39/month for up to 200 orders and 3 integrations; Professional is $99/month with 10,000 API calls/minute and 4 AutoFile credits a year.
- Apache Fineract
- Fineract is a core banking engine — clients, loans, savings, deposits, general ledger — exposed as a REST API and governed by the Apache Software Foundation rather than a single vendor. `docker-compose up` gets an instance running, and from there it's calls against the API. It's been the plumbing of choice for microfinance institutions and credit unions building lending products for over a decade, with nearly 12,000 commits and none of the usual VC-backed churn. **Pricing:** free and open source, Apache License 2.0.
- Hyperswitch
- Hyperswitch is a Rust-built payment orchestration layer that routes transactions across more than 100 processors with its own retry logic and PCI-compliant vaulting, so a checkout doesn't have to hard-code a single processor's API. `docker-compose up` runs the whole stack locally before you touch the hosted version. In July 2026, Recurly announced it was embedding Hyperswitch into its own subscription-billing platform through a new "Platform Organization" mode — a sign the project is becoming infrastructure other billing platforms build on, not just something a merchant installs directly. **Pricing:** free and open source, Apache 2.0, self-hosted; the hosted cloud version bills by usage.
- Lago
- Lago meters usage events and turns them into invoices through Stripe or Adyen — the layer under consumption-based pricing for anything billed by API call, token or compute hour. `git clone` the repo and follow the self-hosted deployment guide for Docker, or run the bundled compose file to try it locally first. Mistral AI, Groq and Synthesia all use it for billing infrastructure, and it now ships an MCP server alongside its REST API and CLI. **Pricing:** self-hosted core is free (AGPL-3.0); the hosted Cloud plan is free up to $250,000 in invoiced revenue, then 0.75% of volume.
- Plaid
- Most US and Canadian fintech apps still link a user's bank account through Plaid: balances, transactions, identity data and ACH details behind one API, with SDKs in Node, Python, Java, Go and Ruby. A free Sandbox key returns realistic fake transaction data in minutes, and a Limited Production tier then allows up to 200 live calls per product for real testing. **Pricing:** Sandbox and Limited Production are free; pay-as-you-go, Growth and Scale tiers are priced by quote and not published.
- Formance Ledger
- Formance Ledger is a programmable core ledger meant to sit as the system of record under a payments or banking product, modeling atomic double-entry transactions through its own Numscript DSL. `docker run` the compose setup, or install a standalone binary through Homebrew or apt. Commits are landing daily even though the last tagged GitHub release dates back to a 2024 beta. **Pricing:** free and open source, MIT; Formance also sells a managed cloud tier separately.
- Midaz
- Midaz is a cloud-native, multi-currency core ledger from Lerian, paired with companion services for onboarding orchestration, real-time transaction risk and regulatory reporting. `git clone` the repo, run `make set-env` and `make up`, and the Ledger API comes up on port 3002 through Docker. Lerian raised a R$30 million seed round in January 2026 and commits have kept landing daily since. **Pricing:** free to self-host under the Elastic License 2.0, source-available rather than OSI open source; no separate paid tier is published.
- OpenSanctions / Yente
- Yente is the self-hostable matching engine behind OpenSanctions' sanctions, PEP and watchlist data, the screening layer under most KYC and AML checks. Run it with `docker-compose` against your own ElasticSearch index, or call the hosted API after a business-email signup. A July 2026 collaboration with transaction-monitoring vendor Marble produced a faster matching engine plus a new client SDK and MCP server. **Pricing:** self-hosted Yente is free (MIT); the hosted API runs €0.10 per query after a 30-day trial.
Crypto & On-Chain
- The Graph
- Write a subgraph, deploy it through Subgraph Studio, and query it like any other GraphQL endpoint: that's been the standard way to pull on-chain data since 2020, and The Graph now indexes more than 60 networks including Ethereum, Arbitrum, Base, Solana and Bitcoin. **Pricing:** 100,000 queries a month are free, then $2 per additional 100,000 queries.
- Envio
- `pnpx envio init` with a contract address auto-generates an indexer's config, schema and handlers, backed by HyperSync, which Envio says retrieves chain data faster than raw JSON-RPC calls across 79-plus EVM chains plus Solana and Fuel. Tempo chain support and full-history Monad trace data both landed in an April 2026 update, alongside an experimental ClickHouse sink in a 3.0 alpha. **Pricing:** the free dev tier caps at 5GB storage and auto-deletes deployments after 30 days of inactivity; paid Production plans include 800 indexing hours a month, priced by quote.
- DefiLlama API
- No signup, no key: `curl api.llama.fi/protocols` and you get real protocol and chain TVL numbers back, along with token prices, stablecoin supply and DEX volume across effectively every tracked chain. It's become the aggregator the rest of the industry cites when it needs a TVL figure. **Pricing:** the public API is free with standard rate limits; a separate $300/month Pro API adds 38 extra endpoints, including token-unlock schedules and bridge flows.
- Helius
- Helius runs the RPC nodes, webhooks and streaming layer that most Solana-facing apps end up calling instead of hitting a public node directly — LaserStream for gRPC streaming, Sender for low-latency transaction delivery, plus archival query APIs. Sign up and a dashboard key is ready in under ten seconds, no card needed for the free tier. A 2026 acquisition of Light Protocol folded ZK-compression tooling into the platform on top of the RPC 2.0 work it did with the Solana Foundation and Jupiter in April. **Pricing:** free tier gives 1 million credits/month at 10 requests/second; the Developer plan starts at $49/month for 10 million credits and 50 requests/second.
- Ponder
- Ponder indexes EVM contract events into a Postgres-backed API you query over GraphQL or SQL, with a dev workflow built around hot reloading instead of a full resync every time a handler changes. `create-ponder` scaffolds a project, and from there it's config in `ponder.config.ts` and `pnpm dev`. The Monad Foundation acquired the team behind it in February 2026 to build out EVM indexing infrastructure, and the project kept shipping since — v0.17.10 went out in September. **Pricing:** free and open source, MIT, self-hosted.
- Turnkey
- Turnkey creates and signs wallets across EVM, Solana and Bitcoin inside secure enclaves rather than holding keys itself, with SDKs in TypeScript, Swift, Kotlin, Python, Go and Ruby covering the policy controls around who can sign what. The docs walk through standing up a mobile wallet in under seven minutes. A $12.5 million strategic round in May 2026 from Circle Ventures and Sequoia is funding "Verifiable Cloud," a cryptographically attested signing layer that's been in private beta since late 2025 and is expanding toward a public launch. **Pricing:** a free developer tier exists; production access is sales-assisted with no published self-serve price.
- Reth
- Reth is Paradigm's Rust implementation of the Ethereum execution client, modular enough to run as a full or archive node or embed directly into a Rust application. `cargo install reth`, or run the official Docker image instead of building from source. Version 2.6.0 shipped September 17, 2026, on a cadence that's landed roughly every one to two weeks all year. **Pricing:** free and open source.
- viem
- viem has taken over from ethers.js as the default TypeScript interface for much of the Ethereum ecosystem: typed contract calls, ABI encoding, wallet and RPC clients, EIP-712 signing, with the type inference that made it popular in the first place. `npm install viem` and a contract call comes with full autocomplete on its ABI. **Pricing:** free and open source.
- rindexer
- rindexer indexes EVM contract events into a Postgres-backed dataset with a GraphQL API on top, configured entirely in YAML unless custom logic calls for dropping into Rust handlers. `curl -L https://rindexer.xyz/install.sh | bash`, or run the Docker image against a fresh project path. The project only broke out this year, with 887 commits already on the main branch and a push as recent as September 16, 2026. **Pricing:** free and open source.
- Safe{Core} SDK
- Most custody and smart-account products on Ethereum build against Safe{Core}'s Protocol, API and Relay kits: creating and executing multisig transactions, sponsoring gas through ERC-4337 without asking a user to hold ETH. `npm install @safe-global/protocol-kit` gets the core package, and the Transaction Service behind it is free to call. **Pricing:** free and open source, MIT.
Research & Screening
- Finviz
- Finviz's screener filters equities on fundamental and technical criteria and renders sector heat maps, usable free with no signup required at finviz.com/screener. The free tier runs on delayed quotes. **Pricing:** free tier available; Elite, which unlocks real-time data, premarket quotes and CSV export, is $39.50/month or $299.50/year.
- Global Macro Database
- Forty-six macroeconomic variables — GDP, inflation, government finance, trade, unemployment — across 239 countries back to the year 1086, built from 160 cleaned and integrated sources: that's the scope Global Macro Database covers through an interactive web explorer and downloadable packages. Version 2026_06, released June 30, 2026, added 39 new source series and automated error monitoring. `pip install global_macro_data`, or reach for the R and Stata packages, or just browse the site directly. **Pricing:** free for academic and nonprofit research; commercial use, including at financial firms, requires a separate license.
- Stock Rover
- Stock Rover screens more than 10,000 stocks across 800-plus metrics and lines up tickers, ETFs and mutual funds side by side in the same comparison table, the kind of fundamentals-first research most free screeners don't attempt. Start a 14-day trial with no card required; after that there's no permanent free tier, just a limited free account. A May 2026 overhaul added a new dashboard, 80 additional screeners and 20 years of historical fundamentals, with a July follow-up adding fund reports and 30 years of dividend history. **Pricing:** no lasting free tier; paid plans run Premium $34/month, Premium Plus $70/month, Ultimate $99/month, up to Ultimate Pro at $199/month.
- TradingView-Screener
- This Python package calls TradingView's own screener API directly instead of scraping its pages, returning results as pandas DataFrames across more than 3,000 fields spanning stocks, crypto, forex, options and futures. `pip install tradingview-screener`, and its `stocks()`, `crypto()` and `options()` factory functions mirror the same filters TradingView's own screener pages expose — those shipped in v3.2.0 back in May 2026, with a dependency refresh following in June. **Pricing:** free and open source, MIT; the data depth you get still depends on whether the underlying TradingView account is free or paid.
- Wisesheets
- Wisesheets pulls 30-plus years of financial statements, ratios and price history straight into Excel or Google Sheets formulas, so building a comparables model doesn't start with exporting CSVs. A free trial runs by email with no card, and the spreadsheet functions work alongside 30-plus broker integrations. It added real-time options-chain data to its formulas in March 2026 and extended live coverage to crypto, commodities, forex and indices in an October changelog update, serving more than 70,000 users at this point. **Pricing:** no permanent free tier; Pro runs $60/year, Elite $120/year, Enterprise is custom-priced for commercial and team use. --- *24 tools this month. Nothing here is investment advice. Found a dead link or have something to add? Reply to the email.*
- Koyfin
- Dashboards, screeners, charting and macro data from S&P Capital IQ come together in Koyfin's free browser-based terminal, positioned as a Bloomberg alternative with no install required. The free tier caps out at two dashboards, two watchlists and two screens before hitting a paywall. **Pricing:** free tier available (2 dashboards/watchlists/screens, 2-year financials); Plus is $39/month, Premium $79/month, up to $299/month for Advisor Pro.
- FinanceToolkit
- FinanceToolkit computes more than 150 financial ratios, valuation metrics and performance measures directly from raw financial statements, showing its formulas instead of hiding them behind a score. `pip install financetoolkit -U`, then supply a Financial Modeling Prep API key for the underlying statement data. Version 2.2.0 shipped August 18, 2026 on a steady monthly cadence. **Pricing:** the library is free and open source (MIT); the FMP data behind it carries its own separate free tier.
- quantstats
- quantstats turns a plain return series into a full tearsheet: Sharpe ratio, drawdowns, volatility, win rate, rendered as an HTML report instead of a notebook someone has to open and run. `pip install quantstats --upgrade`, then call `quantstats.reports.html()` against your returns. **Pricing:** free and open source, Apache-2.0.
Personal Finance Tools
- Actual Budget
- Actual Budget is envelope budgeting — you only budget cash you actually have, not projected income — with cross-device sync and bank-import reconciliation, running entirely on a server you control. `docker compose up --detach` gets an instance running from the repo's compose file, and releases have landed roughly monthly all year, most recently v26.8.1 on August 7, 2026. **Pricing:** free and open source (MIT); optional bank sync through SimpleFIN costs about $15/year in the US, or is free via GoCardless in the EU.
- Sure
- When the team behind Maybe Finance archived their repo in mid-2025 to pivot toward a B2B product, a community fork called Sure picked up where they left off. It tracks net worth across accounts, sets financial goals, values property and, as of a July 2026 release, tracks self-custody crypto wallets across Bitcoin, EVM chains and Solana. Self-host it with Docker, or deploy in one click through Railway or PikaPods. **Pricing:** free and open source (AGPL-3.0), with no required payment to self-host. --- *25 tools this month. Nothing here is investment advice. Found a dead link or have something to add? Reply to the email.*
- Ghostfolio
- Ghostfolio tracks net worth and portfolio performance, stocks, ETFs, crypto, across every account you connect, with FIRE-oriented benchmarking built into the dashboard. `docker pull ghostfolio/ghostfolio` and stand it up against Postgres and Redis on your own server. An experimental MCP watchlist tool landed behind an `ENABLE_FEATURE_MCP` flag in the September 20, 2026 release. **Pricing:** self-hosting is free (AGPL-3.0); the hosted Ghostfolio Premium cloud plan runs around $48/year.
- Firefly III
- Firefly III has run self-hosted budgets, bills and bank-import rules for years, and just went through its biggest visual overhaul yet: a full layout redesign in v6.7.0, followed a day later by a switch from Twig to Blade templating. `docker run fireflyiii/core:latest` gets an instance up, with patch releases landing almost daily through September 2026. **Pricing:** free and open source, AGPL-3.0. --- *28 tools this month. Nothing here is investment advice. Found a dead link or have something to add? Reply to the email.*