Personal net worth tracker. Imports broker and bank exports, fetches market prices from Yahoo, draws charts.
Open source, self-hostable, runs in Docker.
Accounts hold transactions. Transactions can be entered by hand or imported. Holdings are derived from the transaction stream (sum of quantities per ISIN). Prices and FX rates come from Yahoo Finance, refreshed daily, with a backfill command for full history.
Account types include bank checking/savings, brokerage, crypto (exchange or wallet), precious metals (physical coins/bars priced from spot), Swiss Pillar 3a, real estate, vehicles, and "other".
Pillar 3a has its own flow: define an allocation strategy (% per ETF), then log contributions — the system auto-generates the buy legs based on the strategy effective at the contribution date.
Coins and bars are priced from the gold spot price × weight × premium, so you can track physical metal without entering daily quotes manually.
Charts: net worth over time (total or stacked cash + holdings), performance (return vs deposits AND time-weighted return), allocation donut, cash flow (monthly income vs expense), per-asset price history.
Backup / restore: one-click JSON export of accounts + transactions + allocations from the Settings page. Drop-in import the JSON back — single account or full backup, with skip / replace modes.
- ZKB (Zürcher Kantonalbank) — CAMT.053 ISO 20022 XML statements
- Degiro Trades export (CSV)
- Degiro Account Statement / Kontoauszug (CSV — the richer one with dividends, fees, FX legs)
- Interactive Brokers Statement of Funds (Flex Query, CSV)
Drop a file on the Import CSV button in any account. The format is detected from the headers.
PHP 8.4 / Symfony 7, Vue 3 + Vite + Pinia + Tailwind v4 + ECharts, MariaDB 10.6+ or MySQL 8+. All in Docker.
You need Docker. Nothing else.
docker compose up -d --build
docker compose exec php php bin/console doctrine:migrations:migrate --no-interaction
docker compose exec php php bin/console app:user:create you@example.com yourpassword
Open http://127.0.0.1:5173 and log in. To unlock the admin panel (registration codes, future settings), promote your user:
docker compose exec php php bin/console app:user:make-admin you@example.com
The first start takes a few minutes (image pulls, composer install, npm install). Subsequent starts are seconds.
Ports:
5173— Vite (the URL you actually use)8000— Symfony backend33306— MySQL on the host (not3306, to leave that free for a system-installed MySQL)
Sign-up is gated by single-use registration codes so the instance doesn't accept public accounts. As an admin:
- Open Settings → Registration codes in the UI
- Click New code (optionally label it "for Alice")
- Send the code to the new user; they sign up at
/register
Codes are one-shot — once used they can't be redeemed again. Unused codes can be revoked from the same panel.
Forgot-password is wired up but the default MAILER_DSN=null://null drops outgoing email on the floor. The reset URL is still logged to stdout — the admin can grep the logs and share the link manually.
For real delivery, point MAILER_DSN at Mailgun:
MAILER_DSN=mailgun+api://<API_KEY>:<DOMAIN>@default
MAILER_FROM=no-reply@your-verified-domain.com
<DOMAIN> is your verified Mailgun sending domain (e.g. mg.example.com); <API_KEY> is the Private API key under Mailgun → API Security. MAILER_FROM must be on the verified domain or any verified sender.
The Mailgun mailer bridge is already installed; no extra setup needed.
docker compose exec php php bin/console app:user:create <email> <password>
docker compose exec php php bin/console app:user:change-password <email> # interactive prompt
docker compose exec php php bin/console app:user:make-admin <email>
docker compose exec php php bin/console app:prices:refresh # latest prices for held assets
docker compose exec php php bin/console app:prices:backfill --range=max # full history
docker compose exec php php bin/console doctrine:migrations:migrate
docker compose exec -e APP_ENV=test php php bin/phpunit # tests
docker compose exec database mysql -uroot -p'!ChangeMe!' app
docker compose logs -f php
The APP_ENV=test override on phpunit is needed because compose sets APP_ENV=dev on the php service.
Scheduled jobs (src/Schedule.php) run through Symfony Scheduler + Messenger over RabbitMQ:
app:prices:refreshdaily at 22:30 (viaRefreshPricesMessage)- recurring-transaction materialization daily at 00:05 (via
MaterializeRecurringMessage)
The worker container in compose.prod.yaml runs messenger:consume scheduler_default async: it ticks the scheduler on the configured cron and consumes the dispatched messages from the rabbitmq service. Locally, run the same consumer when you want jobs to fire:
docker compose exec php php bin/console messenger:consume scheduler_default async -vv
The RabbitMQ management UI is at http://localhost:15672 in dev (guest/guest).
For IBKR, set up a Flex Query in Client Portal under Performance & Reports. One section: "Statement of Funds", CSV format. Include the standard fields — TransactionID, Date, ActivityCode, Symbol, ISIN, Amount, CurrencyPrimary, TradeQuantity, LevelOfDetail.
For ZKB, export the CAMT.053 XML statement from e-banking (Documents → Account statements).
Re-imports are idempotent. Duplicate rows are detected by content hash (or by TransactionID for IBKR) and skipped. Multi-fill orders with identical-looking rows are handled by an occurrence counter so each fill becomes its own transaction.
After each import the system fetches latest prices and FX for any new assets. For the full historical series, run app:prices:backfill.
Yahoo Finance is unofficial and can break. The provider sits behind App\Price\PriceProvider, so swapping to another source is a one-class change.
For London listings (.L tickers), Yahoo returns prices in pence. The provider rescales them to GBP.
If Yahoo has no price for an asset on a given historical date, that asset contributes 0 for that date instead of guessing. The line picks up as price coverage grows.
Coin/bar pricing uses the gold spot reference asset (ISIN SPOT:GOLD) × weight in grams ÷ troy ounce × (1 + premium %), so the whole valuation chain still flows through the regular price refresh.
All IDs are UUIDv7. Money is stored as bigint minor units throughout — no floats in the money path.
src/
Controller/Api/ JSON endpoints
Entity/ Doctrine entities
Import/ CSV/XML importers + ImportService
Price/ Yahoo provider + PriceFetcher
Holdings/ Derived positions (incl. coin/bar valuation)
TimeSeries/ Net-worth, performance, cashflow computation
Pillar3a/ Contribution → trade-leg generation
Backup/ JSON export/import service
Entity/PasswordResetToken.php Time-limited reset tokens (SHA-256 hashed)
Command/ Console commands (user mgmt, prices, seeding)
Schedule.php Symfony Scheduler config (daily price refresh + recurring tx materialization)
Schedule/ Scheduler messages and their handlers (dispatched via RabbitMQ)
frontend/
src/components/ Charts, forms, modals, dropzone
src/views/ Landing, login, register, dashboard, accounts, account, settings
src/stores/ Pinia stores (auth, accounts, toasts)
docker/ Container definitions (dev + prod Dockerfiles)
samples/ (gitignored) your CSV exports
migrations/ Doctrine migrations
tests/ PHPUnit