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Home Deployment

Portfolixir is a local self-hosted application. For a small home setup, run it from source with Docker Compose.

Prerequisites

  • Docker and Docker Compose;
  • a checkout of this repository;
  • local PORTFOLIXIR_API_TOKEN and PORTFOLIXIR_MCP_TOKEN values;
  • no real portfolio, bank, broker, wallet, or statement data in fixtures.

Start

docker compose up --build

Open the app at:

http://localhost:4000

The MCP companion is exposed on localhost only:

http://127.0.0.1:4001/mcp

Reset

If the local database should be reset, remove the Compose volume:

docker compose down -v
docker compose up --build

Separate MCP Install

The MCP server is developed in this repository but can be installed and run separately:

npm install --prefix mcp-server
npm run build --prefix mcp-server
PORTFOLIXIR_API_BASE_URL=http://127.0.0.1:4000 \
PORTFOLIXIR_API_TOKEN=replace-me \
npm start --prefix mcp-server

Notes

  • This setup uses the root docker-compose.yml.
  • The MCP companion wraps the local JSON API and does not access the database directly.
  • This setup does not configure broker sync, bank sync, document intake (beyond the Portfolio Performance CSV/JSON import), trading, payments, orders, rebalancing, or LLM features.
  • Public docs are published with GitHub Pages at portfolixir.app.