The Investment Tracking Problem Nobody Wants to Talk About

Every investor—whether a casual hobbyist or a seasoned professional—faces the same trio of challenges: data privacy, fragmented information sources, and expensive proprietary platforms that lock you into a single ecosystem. Traditional tools often require you to hand over sensitive portfolio data to third‑party services, charge hidden subscription fees, and provide limited customization.

Enter Investbrain, an open‑source, Laravel‑powered web app that puts you back in control. It offers a self‑hosted, AI‑enhanced dashboard where you can track holdings, pull real‑time market data from multiple providers, and even chat with your portfolio using OpenAI or Ollama. All without sacrificing privacy or paying for a SaaS subscription.

Why Choose Investbrain?

• Full Data Ownership – Because the app runs on your own server, your investment data never leaves your control, eliminating privacy risks inherent to cloud‑only services.
• AI‑Powered Insights – Integrated chat lets you ask natural‑language questions about your holdings, receive performance summaries, and explore “what‑if” scenarios powered by OpenAI or Ollama.
• Extensible Market Data – Out‑of‑the‑box support for numerous market data providers, plus a clean interface for developers to add custom feeds.
• Collaborative Portfolios – Grant friends or family view‑only or full‑access permissions, making joint investing transparent and secure.
• One‑Click Backup & Recovery – Built‑in export/import utilities ensure you never lose historic data, even when moving servers.
• Mobile‑First, Dark‑Mode Ready – Responsive design and a11y‑focused UI keep your portfolio accessible on any device, day or night.

Spotlight on Key Features

Getting Started

Investbrain is distributed as a Docker image, making installation painless on any system with Docker Engine installed.

# 1️⃣ Grab the official docker‑compose file
curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker-compose.yml

# 2️⃣ Edit environment variables (especially APP_KEY) in docker‑compose.yml
#    If you leave APP_KEY blank, Investbrain will generate one on first run,
#    but you must copy it back into the file to persist across restarts.

# 3️⃣ Launch the stack
docker compose up -d

After a few minutes while Docker pulls the images, open your browser and navigate to:

<Bookmark
            url="http://localhost:8000/register"
            title="http://localhost:8000/register"
            description=""
            favicon="http://localhost:8000/favicon.ico"
            image=""
            domain="localhost"
          />

Create your admin account, and you’ll be greeted by the Investbrain dashboard ready for you to import holdings, connect market data providers, and start chatting with your portfolio.

Optional: Cloud‑Hosted Quick Start

If you prefer not to manage the infrastructure yourself, Investbrain also offers a managed cloud option (see the website for pricing). The open‑source core remains identical; the only difference is that the hosting layer is handled by the Investbrain team.

How Investbrain Stacks Up Against Proprietary Alternatives

Bottom line: If you value privacy, flexibility, and AI‑driven insights, Investbrain gives you all the core functionalities of mainstream tools without the recurring fees or data‑sharing agreements.

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Call to Action

Investbrain is more than a portfolio tracker—it’s a privacy‑first, AI‑enhanced investment platform you can truly own. Whether you’re a developer looking to extend market data providers or an investor craving smarter insights, the community welcomes you.

• Explore the project: https://investbra.in/
• Star the repository: https://github.com/investbrainapp/investbrain
• Join the discussion: Check the GitHub Issues tab for feature requests, bug reports, and community support.

Take control of your financial data today. Deploy Investbrain, start chatting with your holdings, and experience the freedom of open‑source investing.