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8000 GitHub - venil7/assets: A self-hosted net worth and portfolio manager.
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Assets — Personal Wealth Tracker

A self-hosted net worth and portfolio manager. Track multiple portfolios (ISA, General, Pension, Crypto, etc.) and monitor individual or total performance. Supports any asset available via the Yahoo Finance API


screenshot#0 screenshot#1 screenshot#2 screenshot#3

Quick Start (Docker)

docker pull ghcr.io/venil7/assets:latest && \
docker run \
  -e ASSETS_JWT_SECRET=S0meSecretVa1ue \
  -e ASSETS_DB=/data/assets.db \
  -v ${PWD}:/data \
  ghcr.io/venil7/assets

Then navigate to localhost:4020 and login using admin / admin

Docker Compose (Recommended)

  • Create an .env with individual parameters, for example:
TAG=latest # or you can try feature branch
ASSETS_CACHE_TTL=10m # how long to cache for , before hitting Yahoo Finance API
ASSETS_JWT_SECRET=S0meSecretVa1ue # a unique key for JWT token
ASSETS_JWT_EXPIRES_IN=1w # how long is JWT valid
ASSETS_JWT_REFRESH_BEFORE=5d # when to refresh JWT, before expiry

Available .env Variables

Variable Description Default
ASSETS_DB Path to database /data/assets.db
ASSETS_APP Path to public build ../dist/public
ASSETS_PORT HTTP port 4020
ASSETS_CACHE_SIZE Cache size 1000
ASSETS_CACHE_TTL Cache TTL (ms or 1m, etc.) 1m
ASSETS_USERNAME Admin username admin
ASSETS_PASSWORD Admin password admin
ASSETS_JWT_SECRET JWT secret
ASSETS_JWT_EXPIRES_IN Token expiry 24h
ASSETS_JWT_REFRESH_BEFORE Refresh before expiry 12h

Build & Run Locally (Bun)

This software is written in TypeScript and assumes that it runs in Bun.

  • Clone repository
  • Have a .env placed in repository root
  • The following commands are available
bun install # install all dependencies

bun run check # checks the integrity of the code
bun run web:dev # runs UI in dev mode
bun run backend:dev # runs backend API in dev mode
bun run build # runs the build for both backend and frontend

bun test # runs unit and integartion tests , make sure to run backend in another terminal
  • To build a docker container locally $ docker buildx build -t assets .

Development Notes

build time .env parameters placed in packages/web

VITE_ASSETS_URL=http://localhost:4020 # base part of backend REST api url, this param required in VITE DEV mode, but defaults to empty '' in production
VITE_ASSET_BASENAME=/app # the beginnig part of URL before any routing

sqlite database migration

  • To install migrate tool run (requires go)
$ go install -tags 'sqlite3' github.com/golang-migrate/migrate/v4/cmd/migrate@latest

The following migrate commands are available

migrate create -ext sql -dir .migrations/ -seq -digits 3 <name>
migrate -path ./.migrations -database=sqlite3://assets.db up
migrate -path ./.migrations -database=sqlite3://assets.db down
migrate -path ./.migrations -database=sqlite3://assets.db version

API-First Design

The UI is optional — the backend exposes a full REST API.

Contributing

This codebase is 100% hand written, no AI slop. If you feel comfortable with TypeScript, functional programming and basic SQL - contributions are welcome. If you find a bug, kindly open a Github Issue

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A self-hosted net worth and portfolio manager.

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