Portfolio Manager

An application to value equities, fx, commodities, cash, bonds (corps / gov), and cryptocurrencies in your personal portfolio and use LLMs to generate trading insights.

Full Documentation: https://rodionlim.github.io/portfolio-manager-go/

Table of Contents

• Features
• Installation
• Quickstart
• CLI Commands
• Project Structure
• For Developers
• MCP Server Integration
  • Connect Codex
  • Available MCP Tools
• Built-in Scheduler
• UI
• Backend API Examples
  • Market Screening Data
• Historical Market Data
• Configurations
• Roadmap
• Contributing
• License

Features

• Value assets of different currencies based on current market prices
• Fetch market data based on free data sources (Yahoo finance, Google finance, dividends.sg, ilovessb.com, mas, nasdaq, barcharts, TradingView), current and historical
• Import / Export portfolio blotter data using CSV file for easy migration to other portfolio systems
• Allow users to supply their own custom dividends metadata
• Export ticker reference data in yaml format
• Autoclosing expired positions
• Infer historical fx rates for blotter trades
• Store portfolio, reference, dividends and coupon data in leveldb for persistence
• Display detailed information for individual and aggregated assets
• Collect and display portfolio statistics such as IRR, MV, Price Paid
• Integration with Gemini to derive trading insights via Analytics module
• Portfolio analytics such as generating correlation matrix and benchmarking book performance against user-defined benchmarks
• OpenAPI compliant for easy integration with other systems
• UI for end users
• Cloud and Local backup and restore (Google Drive)
• MCP (Model Context Protocol) server for LLM integration

Installation

The easiest way to install Portfolio Manager is to download the latest release with the setup script. This does not require Go, Node.js, or cloning the repository.

macOS and Linux

curl -fsSL https://raw.githubusercontent.com/rodionlim/portfolio-manager-go/main/scripts/install.sh | bash

The installer downloads the binary, asks for optional analytics environment variables, and starts Portfolio Manager immediately.

To keep Portfolio Manager running in the background on macOS or Linux:

curl -fsSL https://raw.githubusercontent.com/rodionlim/portfolio-manager-go/main/scripts/install.sh | bash -s -- --daemon

Windows

Run this in PowerShell:

irm https://raw.githubusercontent.com/rodionlim/portfolio-manager-go/main/scripts/install.ps1 | iex
cd "$env:USERPROFILE\portfolio-manager"
.\portfolio-manager.exe

After startup, the backend is available at http://localhost:8080 and the MCP server is available at http://localhost:8081/mcp.

Build from Source

Use this path if you want to develop Portfolio Manager locally or build from the repository.

1. Install Go version <b>1.26.2</b> or higher.
2. Clone the repository to your local machine.
3. Run make to build and install the application.
4. Run the portfolio-manager binary to start the application. Pass in config flag -config custom-config.yaml if you want to use a custom config file.

Environment Variables

The application supports the following environment variables:

• GEMINI_API_KEY: API key for Google Gemini AI service (used fo