Investbrain
AI-enabled investment portfolio tracker with brokerage consolidation
Investbrain is an open-source web app for tracking investment portfolios across brokerages, monitoring performance, and analyzing holdings over time. It supports multiple market data providers and can optionally add an LLM-powered chat assistant grounded on your portfolio data.
Key Features
- Portfolio, holdings, and transaction tracking with performance monitoring
- Extensible market data provider interface with fallback across providers
- Historic charts and daily performance snapshots for trend analysis
- Smart search across portfolios and holdings
- Import/export for data portability and backups
- One-click backup and recovery workflow
- Collaboration features with configurable portfolio access
- Internationalization, accessibility, dark mode, and mobile-responsive UI
- Optional AI chat assistant via OpenAI-compatible APIs (including self-hosted endpoints)
Use Cases
- Consolidate portfolios from multiple brokerages into a single view
- Track portfolio performance over time with charts and daily change snapshots
- Explore holdings and strategies using search and AI-assisted Q&A
Limitations and Considerations
- AI chat requires configuring an OpenAI-compatible API endpoint and model, and outputs may be inaccurate
- Market data quality, coverage, and rate limits depend on the selected provider and API keys
Investbrain is a strong choice for privacy-conscious investors who want a self-managed portfolio tracker with flexible market data sources and optional AI-assisted analysis. Its provider interface and import/export tools make it practical for long-term tracking and data ownership.
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Nginx
Laravel
Docker
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