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Capitrack — self-hosted wealth tracking for stocks, crypto and commodities

Build Backend Tests Frontend Tests CodeQL Website MIT License

Capitrack

Personal wealth tracking and investment portfolio management platform.

Capitrack is an open-source, self-hosted app for tracking investments across multiple accounts — stocks, crypto, and commodities — with real-time prices from Yahoo Finance, portfolio analytics, CSV import, financial goals, and a wealth calendar.

Built with a .NET 10 (ASP.NET Core) API and a Blazor WebAssembly frontend.

🌐 Website: capitrack.dev  ·  📖 Documentation: capitrack.dev/docs

Quick start

git clone https://github.com/jeff-nasseri/Capitrack.git
cd Capitrack
docker compose up -d

Open http://localhost:3000 and sign in as admin. The database starts empty, and on first run a random admin password is generated and printed to the logs:

docker compose logs api

To choose your own password instead, copy .env.example to .env and set CAPITRACK_INIT_PASSWORD before the first run. Change it any time from Settings → Security.

Features

  • Multi-account portfolio tracking (stocks, crypto, commodities)
  • Real-time prices from Yahoo Finance
  • CSV import (Revolut, Trezor, or generic) with auto-detection and de-duplication
  • Dashboard, holdings, and per-account / per-symbol analytics with interactive charts
  • Financial goals and a wealth calendar
  • Multi-currency support with conversion rates
  • Dark / light themes — self-hosted, your data stays on your server

Documentation

📖 Read the documentation online at capitrack.dev/docs (Getting Started · Configuration · CSV Import · API Reference) — or browse the full source in docs/:

Doc What it covers
Architecture Technical design, components, data flow
API Reference Every REST endpoint
Usage Guide Using the platform, page by page
CSV Import Supported formats and field mapping
Development Build, test, and run locally
Deployment Docker, configuration, environment variables
Migration Notes The Node → .NET / Blazor migration

License

MIT · Contributions welcome — see docs/CONTRIBUTING.md.

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Contributors