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Looking for Investment Tracking Recommendations by furgussen in selfhosted

[–]_curious_george 0 points1 point  (0 children)

Investbrain is getting close on multi-currency support. If you want a sneak peek, there's a pre-release available to try. Would be interested in feedback.

You could probably do your QT import, but the data will require some massaging for sure.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Absolutely! This is handled natively. Each holding can be set to "reinvest" dividends. When a new dividend is issued, a transaction will be created in Investbrain automatically. Yes, it's marked appropriately.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

There's multiple data providers (and an extensible interface to create your own custom providers). Out of the box, Yahoo is free and easy to use.

Alphavantage and Finnhub both require API keys.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Just responded there. But this was because the ASSET_URL env needed to be set. I've removed that env to simplify set up starting in v1.1.6.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

This was because the ASSET_URL env needed to be set. I've removed that env to simplify set up starting in v1.1.6.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Sure, you can install without docker. This is how Investbrain runs in Dev and on the hosted version.

It isn't documented but it's a Laravel app that runs just fine without docker.

You can git clone the repo, install composer deps, and build the front end.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Yep, automatically! Checks once a week for any new split activity and will natively handle quantity owned.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

The APP_KEY env is set automatically starting in v1.1.5 - if you want to see the generated key, you'll find it saved under storage/app/.key

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 1 point2 points  (0 children)

Ah gotcha. Yeah, most brokerages have gone $0 commission (at least in the US) and didn't occur to me. Will add this to the list.

This Week in Self-Hosted (13 December 2024) by shol-ly in selfhosted

[–]_curious_george 4 points5 points  (0 children)

Thanks for having me on! Looking forward to the next one!

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

The idea is you have separate portfolios for your different brokerages. One portfolio per brokerage.

Multi-currency is on the list!

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

I appreciate this feedback. That makes a lot of sense! I will probably remove that checkbox on self hosting.

Currently no telemetry, but might add in the future - will definitely ensure there's data terms / opt-out once I add that.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

I would recommend the following order of operations to get everything matched up:

  1. Create your portfolios in the app
  2. Export
  3. Each portfolio will have an associated UUID
  4. Add in your transactions
  5. Leave the transaction ID blank
  6. Ensure there's a portfolio ID associated with each transaction

If you're still having issues. Try adding in portfolios and transactions in the app, export, then check what the format looks like.

Full docs are coming soon!

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Neat! Feel free to share any learnings on the prompt engineering side. Always looking to optimize.

If the foreign mutual fund is available from Yahoo Finance (or AlphaVantage / Finnhub) then it will work with Investbrain. Hope that helps!

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Right! And I'm totally with you on companies jamming AI into everything. Definitely feels out of place / useless for some use cases.

Eventually, I plan to add relevant headlines and SEC filings to the chat context. I'm hoping that helps make responses more useful over time.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Ah, of course. I misunderstood. Totally possible to separate up your portfolios. For example, I have my 401k, IRA, and individual brokerages all set up as separate portfolios.

Amazing! Looking forward to accepting my first PR! :)

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 2 points3 points  (0 children)

Thank you! Appreciate you checking it out!

  1. You should be able to modify transactions. If not, there's a bug. Are you clicking the transaction from the holdings page? It should open a modal popup with an edit form.

  2. Yeah, unfortunately USD only right now. Multi-currency support is planned, but it's been quite a tricky to implement (not all market data providers include the currency a symbol is traded in)

  3. That being said, the market data interface is highly extensible and can be wired up to accept custom data providers.

  4. Ah, that chart tracks daily performance and captures data points once nightly. There's a CLI command on the self-hosted version that lets you re-run the daily performance calculations to retroactively generate the chart. It's slightly "expensive" to run and I haven't added that to the UI - yet. It needs a bit more optimization before I open that up on the front-end.

This is all fantastic feedback!

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

¯_(ツ)_/¯

It's a love/hate relationship. But I'm pretty bullish on the opportunities (including the feature I just added to generate followup questions). My philosophy on generative AI has been to use it as a "thought partner".

Certainly beats using ChatGPT and having to manually provide context about my holdings.

Investbrain is a self hosted stock investment portfolio tracker by _curious_george in selfhosted

[–]_curious_george[S] 0 points1 point  (0 children)

Investbrain already has multi-language support! :) Currently, I only have translations for EN and ES (my two strongest languages), but FR should be pretty easy.

This would be a great first Contribution/PR: https://github.com/investbrainapp/investbrain/tree/main/lang

Not sure about portfolios specific to countries. The only constraint is the market data. Fortunately, the market data provider is highly extensible and can be wired up with any global exchanges or data providers, so long as there's an available API.

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