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investbrainapp/investbrain

Self-hosted, Laravel-based investment tracker that consolidates holdings from multiple brokerages and monitors market performance.

Open-source alternative to:Personal CapitalKubera

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Repolode describes open-source projects and does not give investment advice. Trading and investing can lose money: assess the risk yourself and follow the laws where you live before using this project.

What is it?

Investbrain is a self-hosted investment tracker built as a Laravel PHP web application. It lets you manage portfolios and transactions across different brokerages in one place, track holdings, and review performance over time, with dividend and stock split data handled by background refresh commands.

Market data comes from a pluggable provider interface. Yahoo Finance, Twelve Data, Finnhub, Alpaca and Alpha Vantage are supported, and you can list several providers in order so the app falls back to the next one if a request fails. Developers can add their own provider by implementing the market data interface.

An optional AI chat feature answers questions grounded in your own holdings. It connects to major hosted LLM services such as OpenAI, Anthropic and Gemini, as well as Ollama and other OpenAI-compatible endpoints. Portfolio data can be imported and exported for backup or migration. The recommended installation is Docker Compose.

Key features

  • 01Track holdings and transactions across multiple brokerage accounts in one dashboard.
  • 02Fetch market data from Yahoo Finance, Twelve Data, Finnhub, Alpaca or Alpha Vantage, with automatic fallback.
  • 03Chat with an AI assistant grounded in your holdings, using hosted LLMs or Ollama.
  • 04Import and export portfolios and transactions for backup and portability.
  • 05Scheduled commands refresh prices, dividends and splits, and recalculate cost basis.

Use cases

  • Consolidating investments held across several brokerages into one view.
  • Self-hosting a private portfolio tracker that keeps your financial data on your own server.
  • Asking an LLM questions about your own holdings while running a local model through Ollama.
  • Building or testing a custom market data provider for a Laravel application.

Quick start

  1. 1

    Download the docker-compose.yml file

    curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker-compose.yml
  2. 2

    Adjust the environment settings in the compose file

  3. 3

    Start the app with Docker Compose

    docker compose up
  4. 4

    Open http://localhost:8000/register in your browser

Things to know

  • Self-hosting requires Docker Engine installed on your machine.
  • AI chat features need your own API key from a provider or a self-hosted Ollama endpoint.
  • Yahoo market data can be blocked by some firewalls or adblockers such as Pi-hole.

Topics

#portfolio#stocks#self-host#investing#laravel#php#llm#docker

FAQ

What is investbrain?
Self-hosted, Laravel-based investment tracker that consolidates holdings from multiple brokerages and monitors market performance. Investbrain is a self-hosted investment tracker built as a Laravel PHP web application. It lets you manage portfolios and transactions across different brokerages in one place, track holdings, and review performance over time, with dividend and stock split data handled by background refresh commands.
Is investbrain free to use? What license does it have?
investbrain is open source under the Other license. Check the license terms before using it in commercial products.
Is investbrain still maintained?
Actively maintained. The last commit to investbrain was on Nov 5, 2026.
What can I use investbrain for?
Consolidating investments held across several brokerages into one view. Self-hosting a private portfolio tracker that keeps your financial data on your own server. Asking an LLM questions about your own holdings while running a local model through Ollama. Building or testing a custom market data provider for a Laravel application.
How do I install investbrain?
Download the docker-compose.yml file: curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker-compose.yml Adjust the environment settings in the compose file Start the app with Docker Compose: docker compose up Open http://localhost:8000/register in your browser
Where can I get investbrain?
The source code and installation instructions are on GitHub: https://github.com/investbrainapp/investbrain

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