Track every brokerage, understand what changed, and start each day with context. Run Serin yourself for free—or let Serin Cloud handle the infrastructure.
Serin turns fragmented accounts into a coherent daily view. The UI stays quiet; the context becomes clearer.
Brokerages, market data, and analysis are connectors—not hard-coded dependencies. Use the defaults or add your own.
A concise morning read ties portfolio moves, risks, and relevant headlines back to what you actually hold.
Snap a statement, verify each extracted field, then commit the import.
Cloud is the shortest path. Self-hosting stays first-class and complete.
Create a Cloud workspace, or launch the open-source stack on your own machine.
$ docker compose upLink brokerages read-only, import a CSV, or use the camera for Smart Import.
statement.png → 12 positions ✓Review real returns, concentration, daily changes, and the morning briefing.
briefing ready · 07:00Fast enough for a glance, complete enough for a review. Your latest snapshot stays available offline.
One email when the iOS app is ready — nothing else.
Run it, audit it, change it. The complete tracker remains AGPLv3. Serin’s connector architecture makes new providers a community surface rather than a product bottleneck.
Broker access cannot place trades.
AES-256-GCM at rest.
Export whenever you choose.
The self-hosted core phones home nowhere.
The open-source tracker is a complete product. Paid plans add managed infrastructure and deeper analysis.
No. Anything released in the AGPL core stays there. Paid plans add managed services and separate analysis capabilities.
Your data remains exportable and the product degrades gracefully to open-source behavior.
Every record is scoped to your account, with row-level security enforcing that boundary underneath.
Yes. Cancel in two clicks at serin.money/cancel; access continues through the paid period.
No. The complete core is free to run under AGPLv3.
No. Portfolio data is processed only to provide the features you request.
Start with Cloud in minutes—or keep the entire stack on your own hardware.