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capitrack

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Capitrack - Personal wealth tracking and investment portfolio management platform

Package Exports

  • capitrack
  • capitrack/dist/server.js

This package does not declare an exports field, so the exports above have been automatically detected and optimized by JSPM instead. If any package subpath is missing, it is recommended to post an issue to the original package (capitrack) to support the "exports" field. If that is not possible, create a JSPM override to customize the exports field for this package.

Readme

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Capitrack

Personal wealth tracking and investment portfolio management platform

Capitrack is an open-source, self-hosted application for tracking your investments across multiple accounts including stocks, cryptocurrencies, and commodities. Get real-time price data, visualize your portfolio performance, and set financial goals.

Features

  • Multi-Account Portfolio Tracking - Track investments across stocks, crypto, and commodities
  • Real-Time Price Data - Automatic price fetching from Yahoo Finance
  • CSV Import - Import transactions from Revolut, Trezor, or generic CSV files
  • Portfolio Analytics - Charts, performance metrics, and historical tracking
  • Financial Goals - Set and track goals by year, quarter, month, or week
  • Currency Conversion - Support for multiple currencies with conversion rates
  • Dark/Light Themes - Beautiful UI that works in any lighting
  • Self-Hosted - Your data stays on your server

Dashboard Portfolio Analytics

Financial Goals Accounts Overview

Quick Start

Using npm

# Install globally
npm install -g capitrack

# Run
capitrack

Using Docker

# Using Docker Compose
docker-compose up -d

# Or using Docker directly
docker run -d -p 3000:3000 -v capitrack-data:/app/data capitrack

From Source

# Clone the repository
git clone https://github.com/jeff-nasseri/Capitrack.git
cd Capitrack

# Install dependencies
npm install

# Build TypeScript
npm run build

# Start the server
npm start

Visit http://localhost:3000 and login with the default credentials:

  • Username: admin
  • Password: admin

Important: Change the default password immediately after first login!

You can customize the initial credentials by setting environment variables before first run:

export CAPITRACK_INIT_USERNAME=myuser
export CAPITRACK_INIT_PASSWORD=mysecurepassword

See .env.template for all available configuration options.

Configuration

Environment Variables

Variable Description Default
PORT Server port 3000
DB_PATH Path to SQLite database ./data/capitrack.db
SESSION_SECRET Session encryption key Random on each start

Docker Compose

version: '3.8'
services:
  capitrack:
    image: capitrack
    ports:
      - "3000:3000"
    volumes:
      - capitrack-data:/app/data
    environment:
      - SESSION_SECRET=your-secret-key
    restart: unless-stopped

volumes:
  capitrack-data:

Screenshots

Dashboard

Track your total wealth, see performance charts, and monitor all accounts at a glance.

Portfolio Analytics

Visualize your portfolio performance over time with interactive charts.

Financial Goals

Set and track financial goals with hierarchical organization by year, quarter, month, and week.

Development

Prerequisites

  • Node.js 18.x or higher
  • npm 9.x or higher
  • Build tools for native modules:
    • Windows: Visual Studio Build Tools with "Desktop development with C++" workload
    • macOS: Xcode Command Line Tools (xcode-select --install)
    • Linux: build-essential package

Setup

# Install dependencies
npm install

# Run in development mode with hot reload
npm run dev

# Run tests
npm test

# Build for production
npm run build

Note: The better-sqlite3 package requires compilation of native bindings. If you encounter build errors, ensure you have the required build tools installed for your platform.

API Documentation

Capitrack provides a RESTful API for all operations:

  • POST /api/auth/login - Authenticate
  • GET /api/accounts - List all accounts
  • GET /api/transactions - List transactions
  • GET /api/prices/quote/:symbol - Get price for symbol
  • GET /api/prices/dashboard/summary - Get portfolio summary

See the API documentation for full details.

Contributing

We welcome contributions! Please see CONTRIBUTING.md for guidelines.

Security

For security concerns, please see SECURITY.md.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support