💹 pfm
Features Screenshots Get started API ★ GitHub
Open source · Self-hosted · MIT license

Your portfolio. Your server.
Your rules.

pfm keeps all your investments — shares, ETFs, crypto and other holdings — in one place, running on your own machine. Daily prices, one base currency, real money-weighted returns, dividend & risk analytics, and Spanish tax tooling. Your data and keys never leave your server.

★ View on GitHub 🚀 Run it yourself See screenshots
Python 3.13 FastAPI SQLite / PostgreSQL Docker PDT v2 compatible
localhost:8080 — pfm
pfm dashboard: portfolio value, total return, open positions, top holdings and an allocation donut

What it does

The metrics and tools I actually wanted from a portfolio tracker — without handing my financial data to anyone.

🤖

LLM-powered import

Paste any broker statement — any language, any format — and a model extracts the trades and cash deposits/withdrawals. No column mapping. Plus ready-made CSV/XLSX importers for IndexaCapital, MyInvestor, Mintos (P2P), Coinbase and Portfolio Dividend Tracker.

🧩

Tracks what you hold

Stocks, ETFs, index funds, crypto, bonds, commodities and cash — across multiple broker "portfolios" — plus P2P/savings interest income and off-brokerage assets (cash, property, mortgage) for a true net-worth picture.

📈

Real return metrics

Money-weighted IRR that accounts for when you added money, total return vs cost basis, and benchmark comparison against an index.

💸

Dividend analytics

Income by month and year, yield-on-cost, projected forward annual income per holding and an income-by-calendar-month view.

💬

AI chat & research

Ask about your portfolio in plain language — it reads your real holdings and history. Plus a research workbench: fundamentals, a fair-value calculator, a sell calculator, and a downloadable report per ticker.

⚖️

Risk & diversification

Allocation by type, sector and currency, a concentration index, plus maximum drawdown, volatility and the Sharpe ratio from daily snapshots.

🧾

Spanish income-tax tooling

FIFO realised gains per financial year and a Spanish IRPF savings-base (base del ahorro) estimate, plus a per-lot realised-gains report you can export to CSV — something no international tool does well.

🔄

PDT & Google Sheets

Full compatibility with Portfolio Dividend Tracker (PDT) v2 — a popular dividend tracker that pulls from a handful of brokers or a Google Sheet. pfm reads and writes that same Google Sheet (and the PDT XLSX), so the two stay in sync.

🎯

Goals & watchlist

FIRE goal tracking with projections, a rebalancing calculator, a watchlist with price alerts and an LLM research agent.

🔒

Private by design

Self-hosted. The code is public; your database, API keys and amounts stay in local, gitignored files that never get committed.

A look inside

Screens from the bundled demo account — fictional sample data, not a real portfolio. Click any to enlarge.

Dashboard — value, return, top holdings, allocation
Analytics — gain/loss, returns, dividends, risk & tax
Research — fundamentals, fair value & your position
Holdings — live value, cost basis, P&L
Import — LLM extraction, PDT, CSV, Sheets
Wealth simulator — Monte-Carlo (GBM) projection
Transactions — buy / sell / dividend history

Run it yourself

pfm ships with Docker Compose, so a self-hosted instance is a few commands away.

  1. Clone & configureGet the code and create your local secrets (never committed).
  2. Start itOne command brings up the API, web client and database.
  3. Open localhost:8080Log in with your API key, add a portfolio, and import your transactions from a file, pasted text, or a Google Sheet.
# 1 · clone + configure
git clone https://github.com/alexgoldhoorn/pfm.git
cd pfm
cp .env.example .env.local
# set SERVER_API_KEY and GEMINI_API_KEY in .env.local

# 2 · start
docker compose --profile dev up -d --build

# 3 · open http://localhost:8080
💡 Just want to explore? python scripts/create_demo_account.py --fresh then docker compose -f docker-compose.demo.yml up -d spins up a full demo with realistic sample data at localhost:8081.

📖 Full documentation   📝 Read the write-up

Built on a documented REST API

Holdings, transactions, imports, analytics, tax reports, bookings, watchlist, goals and Google Sheets sync — everything the web client does runs through FastAPI. Browse the full, auto-generated reference.

Open the API reference →