Local portfolio tracking

Portfolixir is a self-hosted Phoenix application for securities tracking with auditable manual transactions, derived holdings, and stored quote history.

Current Scope

The application is intentionally scoped to local portfolio records. It stays small, deterministic, and available through the web UI, JSON API, and MCP companion.

  • Create securities.
  • Create portfolios.
  • Link depots to cash accounts.
  • Record manual buy and sell transactions.
  • Review current holdings derived from transaction history.
  • Store and display quote history with a security detail chart.

Open the App Handbook for the product walkthrough, Home Deployment for a local Docker Compose setup, or API and MCP for integration details.

Product Workflow

  1. Create securities with local identifying data.
  2. Create a portfolio.
  3. Link one depot to one cash account.
  4. Record manual buy and sell transactions.
  5. Review current holdings.
  6. Store quote history and inspect charts.

Theme, Accent, and Language

The UI supports System, Light, and Dark themes, Violet, Teal, and Coral accent choices, and English and German language switching. The initial state follows the browser language and system theme. Language, theme, and accent are runtime preferences and do not affect persisted financial values.

API and MCP

Supported local actions are available through /api/v1. The MCP companion lives in mcp-server/ and wraps that API so MCP clients use the same local application contract as other integrations. The supported routes and tools are documented in API and MCP.

Architecture

For a high-level view of how Portfolixir is built, see the Architecture Overview and the Architecture Decisions log.

Development

Start with the Story Workflow and Development Guide before changing behavior.