VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Firefly III and Trackly will find that Both Firefly III and Trackly concentrate on APIs & SDKs, and Webhooks workflows, making them natural alternatives for similar investment research jobs. Firefly III leans into Portfolio, and Other, which can be decisive for teams that need depth over breadth. Trackly stands out with Alerts, and Regulatory Filings Monitoring that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Firefly III vs Trackly
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Firefly III adds Portfolio, and Other coverage that Trackly skips.
- Trackly includes Alerts, and Regulatory Filings Monitoring categories that Firefly III omits.
- Firefly III highlights: Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification..
- Trackly is known for: Visual change summaries in email (diff highlights) with interactive compare UI., Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc., and Track just part of a page using a CSS selector (partial‑section monitoring)..
Firefly III
firefly-iii.org
An open-source, self-hosted personal finance manager licensed under AGPLv3. Offers full double-entry bookkeeping, REST APIs, and optional event webhooks. Exchange-rate conversion is available from v6.2 onward as an opt-in feature. Bank connections are handled separately through the Firefly Data Importer app.
Categories
Platforms
Pricing
Quick highlights
- Self-hosted open-source personal finance manager (AGPLv3 license).
- Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
- Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
- Event webhooks for transaction create/update/delete, enabled through environment configuration.
- Separate Data Importer tool supports CSV and CAMT.053, with optional bank integrations via Salt Edge, GoCardless, and SimpleFIN.
Trackly
trackly.io
Website & PDF change‑detection for business users (legal, banking, competitive intel). Features include visual diffs in email, partial‑page CSS selection, noise filtering (“Ignore small changes”), hourly/daily/weekly schedules, bulk CSV/Excel import, team workflows, and enterprise‑grade unblocking. An authenticated REST API and change‑notification webhook are available on paid plans/enterprise. Not a finance‑data provider per se; commonly used to watch IR pages, regulators, central banks, fee/terms pages, and other sources relevant to investing workflows. Pricing shows 30‑day trial and a free plan (3 tracks). Enterprise starts “from $229/mo” (annual) with 10 seats; support articles mention up to ~2,000–5,000+ tracks depending on quote. No native broker/data integrations disclosed.
Platforms
Pricing
Quick highlights
- Visual change summaries in email (diff highlights) with interactive compare UI.
- Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
- Track just part of a page using a CSS selector (partial‑section monitoring).
- Schedules: hourly, daily, or weekly checks; multiple recipients per track.
- Bulk import (CSV/Excel) and assisted onboarding for large lists.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Firefly III
Distinct strengths include:
- Self-hosted open-source personal finance manager (AGPLv3 license).
- Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.
- Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification.
- Event webhooks for transaction create/update/delete, enabled through environment configuration.
Trackly
Distinct strengths include:
- Visual change summaries in email (diff highlights) with interactive compare UI.
- Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
- Track just part of a page using a CSS selector (partial‑section monitoring).
- Schedules: hourly, daily, or weekly checks; multiple recipients per track.
Feature-by-feature breakdown
| Attribute | Firefly III | Trackly |
|---|---|---|
Categories Which research workflows each platform targets | Shared: APIs & SDKs, Webhooks Unique: Portfolio, Other | Shared: APIs & SDKs, Webhooks Unique: Alerts, Regulatory Filings Monitoring |
Asset types Supported asset classes and universes | Other | Other |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, API |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Firefly III and Trackly both support?
Both platforms cover APIs & SDKs, and Webhooks workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Firefly III and Trackly require subscriptions?
Both Firefly III and Trackly keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Firefly III and Trackly?
Both Firefly III and Trackly prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Firefly III differentiates itself with Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification., whereas Trackly stands out for Visual change summaries in email (diff highlights) with interactive compare UI., Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc., and Track just part of a page using a CSS selector (partial‑section monitoring)..
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.