Investbrain
Self-hostable web tracker for listed securities with a documented API and bring-your-own-LLM AI chat.
Investbrain is a self-hostable, single-maintainer web app that tracks listed securities you enter by hand as buy/sell transactions, prices them from a swappable market-data provider, and layers a bring-your-own-LLM chat assistant over your own holdings. It is distributed as an official Docker image (over 90,000 pulls) with an optional free-to-register hosted version. Its licence is Creative Commons Attribution-NonCommercial 4.0: the source is available and free for personal use, but it is non-commercial and not an OSI-approved open-source licence (GitHub itself does not classify it as open source), so despite the project describing itself as “open-sourced”, commercial use is outside the grant. Its feature surface is deliberately narrow — transactions, holdings, dividends, FX, a value/gain chart, a documented REST API and AI chat.
Features at a glance
| Feature | Investbrain |
|---|---|
| Pricing | Free |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Partial |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported |
| Multi-asset | Not supported |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Partial |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Not supported |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Partial |
| Self-hostable | Yes |
| Public API | Yes |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Technically confident self-hosters who want a private, ad-free ledger of stocks and ETFs, want to point the AI at their own API key or a local model, and are comfortable with cost-basis-style returns.
Strengths
- A properly documented public REST API with bearer tokens and a published OpenAPI spec — rare at any price
- Swappable market-data providers behind one env var, so you are not tied to a single price vendor
- Bring-your-own-LLM AI, portfolio-level and per-holding, including a fully local option
- Serious multi-currency plumbing — per-transaction currency, ECB rates and even GBX/pence alias handling
- Genuinely free with no account linking and full self-host data ownership
Trade-offs
- Returns are cost-basis only — (market value − average cost) — with no TWR/MWR/XIRR and no benchmark series
- Not multi-asset: every holding must resolve to a live ticker, so no real estate, cash, bonds or crypto (crypto is “not planned”)
- No health score, rebalancing, goal projection or custom tags — the portfolio object has three fields
- Non-commercial CC-BY-NC 4.0 licence, not OSI open source, despite the project's “open-sourced” wording
- Single maintainer, README-only documentation, and no native mobile app
Investbrain vs PortfolioGlance
Investbrain and PortfolioGlance suit different buyers. Investbrain beats us on things a self-hoster values: a documented public REST API better than most of the category, full self-host data ownership we do not offer, a bring-your-own-LLM option that runs AI at zero marginal cost, and swappable price providers. But we beat it on the correctness of the number itself — it reports value-minus-cost with no time- or money-weighted return and no benchmark, while we publish TWR and MWR — and on breadth, since its hard requirement that every holding be a live ticker excludes real estate, cash, bonds and crypto, all of which we cover. We also add the health score, rebalancing, goal projection, dividend forecasting, a native-ish mobile experience and a shareable AI roast it has none of. A note on openness: its source is readable and self-hostable, but the CC-BY-NC 4.0 licence is non-commercial and not OSI-approved, so it is not open source in the sense Ghostfolio or Wealthfolio are. Control and inspectability make the case for Investbrain; correctness and completeness without running anything yourself make the case for PortfolioGlance.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.