GitHub - venil7/assets: A self-hosted net worth and portfolio manager.

`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, automatically converts to your base major currency.

Quick Start (Docker)

docker pull ghcr.io/venil7/assets:latest && \
docker run \
  -e ASSETS_JWT_SECRET=S0meSecretVa1ue \
  -e ASSETS_DB=/data/assets.db \
  -p 4020:4020 \
  -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

Copy this docker-compose.yaml
Run docker compose up -d

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`

Navigate to localhost:8084, login using admin / admin

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 <number>
migrate -path ./.migrations -database=sqlite3://assets.db version

Running tests

# Build a test container
docker buildx build -t assets-test -f ./Dockerfile.test .
# Run tests in a container
docker run -it assets-test

API-First Design

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

API Documentation

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

Licence

Source available for inspection and personal use only. Free to use non-commercially; commercial use reserved to the author. No warranty or liability. Contributions do not confer authorship or ownership rights.

Assets — Personal Wealth Tracker