Personal Finance Manager – PN is a comprehensive personal finance plugin for WordPress that lets users track their complete financial picture: assets, liabilities, investments, and net worth, all from the front-end of your site. Asset Tracking (13 Categories) Track any type of asset with category-sp
PricingFree downloadThe WordPress.org download is free. Pro versions, add-ons or external services may cost extra.
CompatibilityRequires WordPress 5.9 and PHP 7.2.
SourceWordPress plugins · Oct 27, 2026
01 / Source details
Aboutthistool.
Personal Finance Manager – PN is a comprehensive personal finance plugin for WordPress that lets users track their complete financial picture: assets, liabilities, investments, and net worth, all from the front-end of your site.
Asset Tracking (13 Categories)
Track any type of asset with category-specific fields:
Stocks – Real-time prices via Twelve Data API, share count, purchase price (auto-fetched from historical data), sector classification, country diversification.
Cryptocurrencies – Real-time prices via CoinGecko API, coin amount with high decimal precision, 24h price change tracking.
Real Estate – Purchase price, current market value, ownership percentage (0-100%).
Bonds – Face value, coupon rate, maturity tracking.
Commodities – Name, amount, unit, and current valuation.
Precious Metals – Type (Gold, Silver, Platinum, Palladium), weight, unit (troy ounce, gram, kilogram).
Art & Collectibles – Category, purchase price, estimated current value.
Vehicles – Purchase and current value tracking.
Business Equity – Ownership stake valuation.
Intellectual Property – IP asset tracking with valuations.
Retirement Accounts – Balance and contribution tracking.
Insurance Policies – Policy value tracking.
Other – Flexible fields for any asset type.
Every asset supports a title, description, purchase date, and the ability to mark it as Sold with a sale date and sale price, which freezes the profit/loss calculation and stops API calls.
[pn_personal_finance_manager_user_assets] – Portfolio overview with all charts and metrics.
[pn-personal-finance-manager-watchlist] – Watchlist interface with alerts.
Admin Tools
API Status Check – Verify Twelve Data API connectivity.
Manual Symbol Update – Force-refresh available stock symbols.
Cache Statistics – View symbol count and cache size.
Required Pages Setup – One-click page creation for each shortcode.
Primary Color Customization – Set the accent color used across the plugin UI.
Diagnostic Logging – Debug information for troubleshooting.
Internationalization
Fully translation-ready with 200+ translatable strings. Text domain: pn-personal-finance-manager . Compatible with Loco Translate and Polylang.
External Third-Party Services
This plugin connects to external third-party services to provide real-time financial data. No personal user data is sent to any of these services. Please see the full External Services section below for complete details on each service, including what data is sent, when, and links to their terms of service and privacy policies.
Twelve Data API — Real-time and historical stock prices (requires free API key).
Yahoo Finance — Secondary stock data provider (no API key required).
Alpha Vantage API — Tertiary stock data provider (optional free API key).
CoinGecko API — Real-time cryptocurrency prices (no API key required).
ExchangeRate-API (open.er-api.com) — Currency exchange rates for multi-currency support (no API key required).
Works with any WordPress theme (classic and block themes).
Polylang multi-language support.
UsersPn plugin integration for profile popup tabs.
Responsive design for mobile and tablet.
Credits
This plugin stands on the shoulders of giants
Chart.js v4.5.1 Licensed under MIT Copyright 2014-2025 Chart.js contributors https://www.chartjs.org/
Leaflet v1.9.4 Licensed under BSD-2-Clause Copyright 2010-2023 Vladimir Agafonkin https://leafletjs.com/
Select2 4.0.13 License MIT – https://github.com/select2/select2/blob/master/LICENSE.md https://github.com/select2/select2/tree/master
Trumbowyg v2.27.3 – A lightweight WYSIWYG editor alex-d.github.io/Trumbowyg/ License MIT – Author : Alexandre Demode (Alex-D) https://github.com/Alex-D/Trumbowyg
External Services
This plugin relies on the following third-party services to provide real-time financial data and mapping functionality. No personal user data is sent to any of these services.
Twelve Data API
Used to retrieve real-time and historical stock prices, search stock symbols, and list available US stocks. API calls are made from the server when users view their stock assets, when the daily cron job runs to record prices, and when the site administrator tests the API connection from the settings page. The data sent is limited to stock ticker symbols and the administrator’s API key. A free API key is required (800 calls/day on the free plan).
Service: Twelve Data
Terms of Service: https://twelvedata.com/terms
Privacy Policy: https://twelvedata.com/privacy
Yahoo Finance API
Used as a secondary stock data provider when Twelve Data is unavailable or rate-limited. The plugin sends HTTP requests to Yahoo Finance’s public chart endpoint (query1.finance.yahoo.com) to retrieve real-time quotes and historical price data. The data sent is limited to stock ticker symbols with exchange suffixes (e.g., “AAPL”, “W9C.F”). API calls are made from the server when users view their stock assets, load price history, or when the daily cron job runs and the primary provider fails. No API key or user data is required.
Service: Yahoo Finance
Terms of Service: https://legal.yahoo.com/us/en/yahoo/terms/otos/index.html
01Upload the pn-personal-finance-manager folder to the /wp-content/plugins/ directory, or install directly through the WordPress plugins screen.
02Activate the plugin through the ‘Plugins’ menu in WordPress.
03Go to Settings > Personal Finance Manager to configure your API keys and preferences.
04Create the required pages using the one-click setup buttons in the Settings page, or manually create pages with the shortcodes listed above.
05(Optional) Configure the Twelve Data API key for real-time stock data.
03 / Source details
Frequently asked questions.
Do I need an API key?
Stock tracking works out of the box using Yahoo Finance (no API key required). For additional coverage, you can optionally configure a free Twelve Data API key (800 calls/day) and/or a free Alpha Vantage API key. The plugin automatically cascades through available providers. Cryptocurrency tracking uses CoinGecko’s free API and requires no key.
How do I track my investments?
Navigate to the Assets page on your site, click “Add New”, choose the asset type (Stocks, Crypto, Real Estate, etc.), and fill in the details. The plugin will automatically track prices and calculate profit/loss.
Can each user have their own portfolio?
Yes. Each user only sees their own assets and liabilities. Admins can view all portfolios.
What happens when I sell an asset?
Edit the asset and check the “Asset Sold” checkbox. Enter the sale date and sale price. The plugin will freeze the profit/loss at the sale price and stop making API calls for that asset.
Can I change the display currency?
Yes. Each user can choose their display currency from 27 supported currencies in their profile preferences. All values are automatically converted.
How do I back up my portfolio?
Use the Export feature in your profile to download a complete JSON backup of your assets, liabilities, watchlist, and preferences. You can import it again at any time.
Is the plugin compatible with my theme?
Yes, the plugin is designed to work with any WordPress theme, including block themes. Some themes may require minor CSS adjustments.
Can I use this plugin with any WordPress theme?
Yes, the Personal Finance Manager – PN plugin is designed to be compatible with any WordPress theme. However, some themes may require additional customization to ensure the plugin’s styles integrate seamlessly.
Is the plugin translation-ready?
Yes, the Personal Finance Manager – PN plugin is fully translation-ready. You can use translation plugins such as Loco Translate to translate the plugin into your desired language.
How do I get support?
Visit the plugin’s support forum on WordPress.org or contact us at info@padresenlanube.com.
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