What is it?
What it is
Investbrain is an open-source investment tracking platform built with Laravel PHP, enabling users to manage, track, and analyze their investment portfolios. It includes AI-powered chat for investment insights, extensible market data providers, and self-hosting capabilities via Docker.
Why it exists
Investbrain exists to provide a customizable, self-hosted solution for investors to monitor their holdings, leverage AI for decision-making, and integrate diverse market data sources while maintaining full control over their data and infrastructure.
Who should use it
Investors and portfolio managers who want a self-hosted, open-source tool to track, analyze, and chat about their holdings; developers looking to extend market data providers or integrate AI chat features.
Who should avoid it
Users who prefer a fully managed SaaS solution without self-hosting responsibilities; those unfamiliar with Docker, Laravel, or command-line operations; individuals who cannot comply with the CC-BY-NC license restrictions.
How it works
A quick walkthrough in plain English
How investbrain works
Step 1 of 3
You interact with it
Open investbrain, send a request, or connect it to your stack.
Features
Advantages
- Open-source and free to use
- Full control and privacy of investment data when self-hosted
- Flexible provider selection with automatic fallback for reliability
- AI chat assistant helps analyze holdings
- Simple Docker-based setup reduces dependency management
- Robust CLI tools for advanced data operations
- Data portability via import/export
- Active community and responsive maintainers
Disadvantages
- License is CC-BY-NC 4.0, restricting commercial use
- Requires basic Docker and CLI familiarity for setup
- Market data retrieval can be blocked by ad‑blockers or firewalls
- AI features depend on external API keys and may incur costs
- PHP/Laravel stack may be less familiar to some developers
- No hosted SaaS option; users must self-host
Installation
docker
investbrainapp/investbrain
compose
1. Download docker-compose.yml via curl: curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker-compose.yml\n2. Set environment variables in compose file or .env\n3. Run docker compose up
FAQ
How do I self-host Investbrain using Docker?
Download the docker-compose.yml file, adjust environment variables as needed, then run `docker compose up`. Access the app at http://localhost:8000/register after the containers start.
How can I enable and configure the AI chat feature?
Set `AI_CHAT_ENABLED=true` in your .env, choose a provider via `CHAT_PROVIDER` (e.g., openai, anthropic, ollama), and provide the required API key or base URL (e.g., `OPENAI_API_KEY`, `OLLAMA_BASE_URL`). Refer to the configuration table for all options.
Which market data providers are supported and how do I set them up?
Out of the box providers include yahoo, twelvedata, alphavantage, alpaca, and finnhub. Set `MARKET_DATA_PROVIDER` to a single provider or a comma-separated list for fallback (e.g., `yahoo,alphavantage`). Add any required API keys (e.g., `ALPHAVANTAGE_API_KEY`) in your .env.
How do I import or export my portfolio data?
Investbrain provides Import/Export features. Imports perform upserts (create if missing, update if existing). Exports let you back up your portfolios and transactions for portability.
What command line utilities are available for managing data?
Use `docker exec -it investbrain-app php artisan <command>` with utilities like `refresh:market-data`, `refresh:dividend-data`, `refresh:split-data`, `refresh:currency-data`, `capture:daily-change`, `sync:daily-change`, `sync:holdings`, and `fix:cost-basis-for-sales`. Always back up before running destructive commands.
Where can I find logs for troubleshooting?
View logs with `docker exec -it investbrain-app cat storage/logs/laravel.log` or live tail using `docker exec -it investbrain-app tail -f storage/logs/laravel.log`. Common issues include asset URL misconfiguration and market data blocks (e.g., Yahoo's fc.yahoo.com blocked by Pi-hole).
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