Investbrain is an open-source investment tracking application designed for individuals to consolidate and monitor their portfolio performance across various brokerages. It offers AI-powered insights and supports multiple market data providers, aiming to provide a comprehensive tool for informed investment decisions.

How It Works

Built with Laravel PHP, Livewire, and Tailwind CSS, Investbrain utilizes a robust architecture that supports most databases, including MySQL and SQLite. It integrates with multiple market data providers (Yahoo Finance, Finnhub, Alpha Vantage) via an extensible interface, allowing for custom provider implementations. The application also features an AI chat assistant powered by OpenAI or Ollama for "chat with your holdings" functionality.

Quick Start & Requirements

• Install: Recommended via Docker Compose.

  curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker-compose.yml
  # Adjust environment variables in docker-compose.yml
  docker compose up
  

• Prerequisites: Docker Engine.
• Configuration: Requires APP_KEY to be set. API keys for market data providers (Alpha Vantage, Finnhub) and AI chat (OpenAI) are optional but recommended for full functionality.
• Access: Available at http://localhost:8000/ by default.
• Docs: investbrainapp/investbrain

Highlighted Details

• AI chat assistant for investment analysis, supporting OpenAI and self-hosted LLMs (Ollama).
• Extensible market data provider interface with built-in fallback mechanisms.
• Import/Export functionality for portfolio and transaction data portability.
• Bundled command-line utilities for data refreshes and performance calculations.

Maintenance & Community

• Active development on GitHub.
• Contributions are welcomed via pull requests.
• Security vulnerabilities should be reported via GitHub.

Licensing & Compatibility

• License: CC-BY-NC 4.0 (Creative Commons Attribution-NonCommercial 4.0 International).
• Restrictions: Non-commercial use is strictly prohibited.

Limitations & Caveats

The CC-BY-NC 4.0 license restricts commercial use, which may limit adoption for businesses or individuals using it in a professional capacity. The sync:holdings command is noted as extremely resource-intensive.