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Readme

finsight

Local-first, AI-friendly personal portfolio tracker.

See your money. Know where it sits. Decide what's next.

finsight is a CLI for tracking a personal investment portfolio across multiple accounts and currencies. Your data lives in plain text files on your disk — no cloud, no signup, no telemetry. Every command can output structured JSON, so AI assistants (Claude, Cursor, Codex, ChatGPT) can drive the tool on your behalf.

Full documentation, screenshots, and roadmap on GitHub →

Install

npm install -g finsight

Requires Node.js >= 22.

Quickstart

finsight init           # interactive setup — base currency, locale, vault path
finsight overview       # net worth + breakdown by asset class
finsight overview --json | jq    # same data, machine-readable

What it does

Multi-account, multi-currency holdings — converted to one base currency you pick (USD / CNY / JPY / EUR / …).
Daily net-worth snapshots and trend.
Asset allocation with targets — set ideal splits, see drift.
Investment journal — record rationale, price targets, stop-losses per decision. Auto-flagged when prices cross.
Annualized return (XIRR) per account and portfolio-wide.
Broker cross-checking — paste your broker's total, see where the discrepancy is.
AI briefings via finsight context — Markdown or JSON payload for handing the portfolio to an LLM.

What it doesn't do

It doesn't track income, expenses, or budgets — that's a different product. Pair finsight with Beancount, Actual, or YNAB for that.

CLI reference (highlights)

finsight account list / show
finsight symbol show PDD            # PDD across all your accounts
finsight trade buy <acc> PDD 100    # auto-fetches today's price
finsight quote update               # refresh prices + FX
finsight reconcile <acc>            # compare to broker app
finsight context | pbcopy           # hand briefing to ChatGPT/Claude
finsight ledger sync                # save daily snapshot to your folder

All read commands support --json. Exit codes are semantic: 0 ok · 1 bad input · 2 rule violated · 3 not found · 4 internal.

Web dashboard

The finsight web command launches a Vite + React + Hono dashboard at localhost:3210, but it requires running from a repo clone for now — the production-bundled dashboard is on the v0.2 roadmap. For the full visual experience today:

git clone https://github.com/ApeCodeAI/finsight
cd finsight && pnpm install && pnpm demo

AI integration

The repo ships a single markdown file — skills/finsight/SKILL.md — that teaches any AI assistant how to operate the CLI on your behalf. No MCP server, no auth handshake; just a written guide your AI reads once, then drives the tool.

Tell your AI:

Read skills/finsight/SKILL.md and start tracking my portfolio. My salary lands in 招商 on the 15th — record it as a deposit.

Project

Built by ApeCode.ai · sponsored by BytePass.ai.

Source: https://github.com/ApeCodeAI/finsight
Issues: https://github.com/ApeCodeAI/finsight/issues
中文 README: https://github.com/ApeCodeAI/finsight/blob/main/README.zh-CN.md

Apache 2.0 licensed.