investbrainapp/investbrain
Smart LLM-enabled investment tracker that consolidates and monitors market performance across your different brokerages
What it solves
Investbrain is an open-source investment tracker designed to help users manage and track their portfolios and make informed investment decisions. It provides a centralized place to monitor holdings, track performance, and integrate market data.
How it works
Built as a Laravel PHP web application, Investbrain uses an extensible market data provider interface to fetch real-time stock market data from sources like Yahoo Finance, Twelve Data, Finnhub, Alpaca, and Alpha Vantage. It features a built-in fallback mechanism to ensure data reliability. For AI capabilities, it integrates with various LLM providers (OpenAI, Anthropic, Gemini, xAI, etc.) and local LLM runners like Ollama to allow users to chat with their specific investment holdings.
Who it’s for
Investors who want a self-hosted, open-source alternative to commercial investment trackers and developers who wish to extend the market data provider system.
Highlights
- AI-Powered Chat Assistant: Grounded in the user's own investment data, acting as a thought partner for decision making.
- Extensible Market Data: Support for multiple providers with a configurable fallback system and the the ability to create custom providers.
- Data Portability: Built-in import and export features for portfolios and transaction data.
- Self-Hosting: Easy deployment via Docker Compose.
- Comprehensive Tooling: Command-line utilities for refreshing market data, dividends, and currency exchange rates.
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