💰 Assets Tracker

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A self-hosted, multi-currency net worth and investment tracker for people who want a private, unified view of their finances.

Live Demo · Quick Start · Deployment · Security · Contributing

Why Assets Tracker?

• Own your data — run your own instance with PostgreSQL using Docker or deploy to Vercel and Neon.
• One financial view — combine bank accounts, brokerages, crypto wallets, property, liabilities, and options.
• Multi-currency by design — preserve original balances and normalize history into your preferred base currency.
• Current market data — refresh stocks, ETFs, crypto, options, and exchange rates through Yahoo Finance and CoinGecko.
• Planning and automation — track recurring cash flow, recurring investments, daily snapshots, goals, and FIRE projections.
• Desktop and mobile — responsive charts, keyboard navigation, themes, English/Traditional Chinese, and an installable PWA.

Built with Next.js 16, React 19, Prisma 7, PostgreSQL, Tailwind CSS 4, and NextAuth.js 5.

Assets Tracker v1 is stable for personal self-hosting. Review the data responsibility notice before serving other users.

Demo

Desktop	Mobile

How It Compares

Assets Tracker focuses on net worth and investments. If you mainly want double-entry bookkeeping or envelope budgeting, Firefly III and Actual Budget are excellent at that — here is where each tool fits:

	Assets Tracker	Ghostfolio	Firefly III	Actual Budget
Primary focus	Net worth + investments	Investment portfolio	Bookkeeping & budgets	Envelope budgeting
Live market data (stocks, ETFs, crypto)	✅	✅	—	—
Options positions	✅	—	—	—
Multi-currency accounts & history	✅	✅	✅	—
Recurring rules	✅ cash + DCA investing	—	✅ cash	✅ cash
Goals & FIRE projections	✅	✅	—	—
Budgeting / double-entry ledger	—	—	✅	✅
License	MIT	AGPL-3.0	AGPL-3.0	MIT

_{Summarized from each project's public documentation as of July 2026 — check their sites for the latest.}

Quick Start

Prerequisites

• Node.js 24
• Docker with Docker Compose

1. Configure the environment

cp .env.example .env

Replace the generated-placeholder values for AUTH_SECRET, AUTH_SELF_HOST_PASSWORD, and CRON_SECRET. The example database URLs are ready for the bundled local PostgreSQL container.

The default self-host login is a single owner account protected by AUTH_SELF_HOST_PASSWORD. Google OAuth is optional for non-Vercel deployments. To enable it, set both AUTH_GOOGLE_ID and AUTH_GOOGLE_SECRET, then configure the OAuth client with:

• Authorized JavaScript origin: http://localhost:3000
• Authorized redirect URI: http://localhost:3000/api/auth/callback/google

Use your HTTPS production origin and the same /api/auth/callback/google path when deploying. Vercel production continues to require Google OAuth.

2. Install and initialize

corepack enable
pnpm install
pnpm db:up
pnpm exec prisma migrate deploy

3. Run the app

pnpm dev

Open http://localhost:3000. Stop the local database with pnpm db:down.

To explore the app with sample data, sign in with the one-click Preview Login (local development only) and run pnpm seed:demo. See the development workflow for details.

Production Deployment

Docker Compose

Set NEXT_PUBLIC_APP_URL, POSTGRES_PASSWORD, and the production secrets in .env, then pull the prebuilt application and migration images from GHCR and start the complete stack:

docker compose --profile full pull
docker compose --profile full up --no-build -d

To build both images from source instead:

docker compose --profile full up --build -d

The one-shot migration service must finish successfully before the application starts. PostgreSQL data is stored in the postgres_data volume.

Vercel

Vercel with a separate Neon production/preview database is the supported hosted path. See the deployment guide for environment variables, migrations, preview isolation, cron scheduling, health checks, and non-Vercel hosting.

Upgrading

Docker deployments:

git pull
docker compose --profile full pull
docker compose --profile full up --no-build -d

Source deployments:

git pull
pnpm install --frozen-lockfile
pnpm exec prisma migrate deploy
pnpm build

Always back up the database before an upgrade and review the release notes.

Documentation

• Deployment and self-hosting
• Development workflow
• CI policy
• Architecture
• Database and migrations
• Versioning
• Environment variable reference

Development

pnpm format:check
pnpm lint
pnpm typecheck
pnpm test:unit

Contributions are welcome. Read CONTRIBUTING.md before opening a pull request; community participation is governed by the Code of Conduct.

Support and Security

Use GitHub Issues for reproducible bugs and feature requests. Report vulnerabilities privately through the Security Policy, not a public issue.

Data Responsibility

Each deployment owner controls its OAuth credentials, PostgreSQL database, backups, cron secret, and optional monitoring integrations. Assets Tracker is personal-tracking software, not financial, tax, or investment advice. Self-hosters are responsible for data security, privacy disclosures, regulatory compliance, backups, and access controls.

License

Licensed under the MIT License © 2026 Mike Tsai.