FinGather — Your Ultimate Portfolio Tracker

Take control of your financial future with comprehensive investment tracking

Website • Features • Installation • Tech Stack • Contributing

Tracking all of your investments at once is challenging — most brokers lack the long-term analytical insights investors need. FinGather solves this by providing a unified portfolio tracking platform that gives you a detailed view of your entire investment landscape.

Whether you're managing stocks, cryptocurrencies, ETFs, bonds, or mutual funds, FinGather consolidates everything in one place with powerful analytics and beautiful visualizations.

This repository contains the source code for the FinGather community edition.

Features

Effortless Integration

Seamlessly connect with many broker, crypto, and investment platforms. Import your assets via CSV/Excel uploads or connect directly through supported APIs for real-time data access.

Platform	CSV	Excel	API
Trading212	✅		✅
XTB		✅
Degiro	✅
eToro		✅	✅
Portu	✅
Interactive Brokers	✅
Anycoin	✅
Binance	✅
Coinbase	✅
Revolut	✅
Fio Banka	✅
Patria Finance		✅

Advanced Analytics

Gain in-depth insights into:

Portfolio performance and returns
Dividend income tracking
Fees and taxes overview
Unrealized and realized gains/losses
Currency risk assessment (FX Impact)

Global Market Coverage

Access detailed reports, tables, and visualizations of assets from 80+ global exchanges — all in one dashboard.

Custom Asset Grouping

Categorize your investments the way you want:

Create custom groups tailored to your strategy
Use preset categories based on countries, asset types, or industry sectors
Organize by any criteria that matters to you

Benchmark Comparisons

Compare your portfolio performance against any benchmark you choose:

S&P 500
Bitcoin
Any other asset in our database

Tailor your performance analysis to match your investment goals.

Portfolio History

Track your portfolio value over time with interactive charts. See how your investments have grown and analyze performance across different time periods.

Multi-Portfolio Support

Manage multiple portfolios with different currencies and strategies — all from a single account.

Tech stack

Component	Technology
Backend	PHP 8.5+ with FrankenPHP
Frontend	Angular 21 (standalone components)
Database	MariaDB 11.4
Caching	Memcached & Redis
Queue	RabbitMQ
Reverse proxy	Nginx
Container	Docker

Architecture

FinGather is a multi-service application orchestrated by Docker Compose. The reverse proxy fans requests out to the Angular frontend and the FrankenPHP backend; the backend talks to MariaDB for persistence, Redis and Memcached for caching, RabbitMQ for asynchronous work, and external APIs (TwelveData, OpenFIGI) for market data.

flowchart LR
    Browser([Browser]) --> Proxy[Nginx proxy]
    Proxy --> FE[Frontend<br/>Angular]
    Proxy --> BE[Backend<br/>FrankenPHP]
    BE --> DB[(MariaDB)]
    BE <--> Redis[(Redis)]
    BE <--> MC[(Memcached)]
    BE -->|publish| MQ[(RabbitMQ)]
    MQ -->|consume| BE
    BE -->|HTTPS| TD[TwelveData API]
    BE -->|HTTPS| OF[OpenFIGI API]

Request flow

HTTP requests are routed by attribute-based controllers into services, which depend on repositories for persistence. Dependency injection is wired through League Container. Monetary values use php-decimal and are serialised as JSON strings on the wire — clients must parse them as such.

Async jobs

Long-running work (price-alert checks, recalculations, scheduled fetches) is published to RabbitMQ and processed by an AMQP consumer. Throughput is tuned via BACKEND_AMQP_CONSUMER_PREFETCH.

Caching

Two complementary layers sit at the service boundary: Redis for persistent caches that should survive restarts, Memcached for hot, ephemeral lookups.

Prerequisites

FinGather uses TwelveData APIs to load stock and crypto data. You'll need an API key to run the application.

Register at https://twelvedata.com/register
Get your free API key

Installation

Quick start with Docker

Clone the repository

git clone https://github.com/marekskopal/fingather.git
cd fingather

Configure environment
```
cp .env.example .env
```
At minimum, set:
- TWELVEDATA_API_KEY — your TwelveData API key
- AUTHORIZATION_TOKEN_KEY and ENCRYPTION_KEY — random 32+ character strings
- PROXY_SSL_CERT and PROXY_SSL_KEY — only if you want HTTPS
See Environment variables for the full reference.
Build and run
```
docker compose up -d --build
```
Access the application

Open http://localhost (or your configured domain) in your browser.

Environment variables

All variables live in .env (copy from .env.example). Variables marked required must be set explicitly; everything else has a working default.

Proxy / HTTPS

Variable	Purpose
`PROXY_HOST`	Public hostname used by the proxy
`PROXY_PORT`	HTTP port (default `4100`)
`PROXY_PORT_SSL`	HTTPS port (default `4200`)
`PROXY_SSL_CERT`	Path to TLS certificate (optional)
`PROXY_SSL_KEY`	Path to TLS private key (optional)

Database (required)

Variable	Purpose
`MYSQL_HOST`	Hostname of the MariaDB instance
`MYSQL_DATABASE`	Database name
`MYSQL_USER` / `MYSQL_PASSWORD`	Application credentials
`MYSQL_ROOT_PASSWORD`	Root password (used by the bundled `db` container)

Backend tuning

Variable	Purpose
`BACKEND_FRANKENPHP_WORKERS`	Worker pool size (default `10`)
`BACKEND_AMQP_CONSUMER_PREFETCH`	RabbitMQ prefetch count
`BACKEND_CORS_ALLOWED_ORIGIN` / `_HEADERS` / `_METHODS`	CORS policy
`BACKEND_LOG_LEVEL`	`production` or `debug`

Queue & cache (required)

Variable	Purpose
`RABBITMQ_HOST` / `_PORT` / `_USER` / `_PASSWORD`	RabbitMQ connection
`MEMCACHED_HOST` / `_PORT`	Memcached connection
`REDIS_HOST` / `_PORT` / `_PASSWORD`	Redis connection

Mail

Variable	Purpose
`SMTP_HOST` / `_PORT` / `_USER` / `_PASSWORD`	Outbound mail server (defaults to `maildev` in dev)
`EMAIL_FROM`	`From:` header for outgoing mail

Security (required)

Variable	Purpose
`AUTHORIZATION_TOKEN_KEY`	Signing key for auth tokens
`ENCRYPTION_KEY`	Symmetric key for encrypted columns

External APIs

Variable	Purpose
`TWELVEDATA_API_KEY`	Required. Stock & crypto data
`TWELVEDATA_CALENDAR_MAX_API_CALLS_PER_MINUTE`	Rate-limit budget for the free tier (`8` by default)
`OPENFIGI_API_KEY`	Optional — instrument identification
`GOOGLE_CLIENT_ID`	Optional — Google Sign-In

Development tooling

Variable	Purpose
`PROFILER_ENABLE`	`1` to enable Buggregator profiling
`PROFILER_ENDPOINT`	Buggregator endpoint URL
`ADMINER_USER` / `ADMINER_PASSWORD`	Adminer login (dev profile)

Development setup

Dev profile services

docker compose --profile dev up -d

This adds:

Adminer — database UI accessible through the proxy
Buggregator — debug & profiler dashboard at http://localhost:8000 (also receives mail at 1025 and dumps at 9912/9913)

Backend

The backend is PHP 8.5+ on FrankenPHP with PHPStan (max level) and PHPCS configured.

cd backend
composer install
vendor/bin/phpstan analyse        # static analysis
vendor/bin/phpcs                   # coding standard
vendor/bin/phpcbf                  # auto-fix style issues
vendor/bin/phpunit                 # unit tests

See backend/CLAUDE.md for deeper guidance on services, repositories, and the migration system.

Frontend

The frontend is Angular 21 on Node 24 + pnpm 10.

cd frontend
pnpm install
pnpm start                 # dev server with SSL
pnpm run lint              # ESLint + Stylelint
pnpm run lint-fix          # auto-fix
pnpm run build-prod        # production build

See frontend/CLAUDE.md for component patterns, signals, and i18n notes.

Testing

The root Makefile orchestrates every test suite.

Command	What it runs
`make test`	Full suite — unit (parallel) + e2e
`make test-unit`	Backend + frontend unit tests in parallel
`make test-backend`	PHPUnit only (no Docker required)
`make test-frontend`	Vitest only
`make test-e2e`	Boots the test stack, runs Playwright, tears it down
`make test-env-up` / `make test-env-down`	Manual control of the test stack

Frameworks:

PHPUnit 13 with PHPStan max level for the backend
Vitest for the frontend
Playwright for end-to-end tests, run against an ephemeral docker-compose.test.yml stack

Continuous integration

GitHub Actions runs three workflows under .github/workflows/. All three cancel in-progress runs on the same ref to save minutes.

Workflow	Triggers on	Steps
`backend.yml`	`backend/**` changes	PHPStan · PHPCS · PHPUnit (inside FrankenPHP image)
`frontend.yml`	`frontend/**` changes	ESLint · Stylelint · Vitest · production build
`e2e.yml`	backend / frontend / `docker-compose.test.yml` changes	Playwright; uploads HTML report and logs as artifacts

Project structure

fingather/
├── backend/           # PHP backend application
│   ├── src/
│   │   ├── Controller/    # HTTP endpoints
│   │   ├── Dto/           # Data Transfer Objects
│   │   ├── Model/         # Entities & Repositories
│   │   └── Service/       # Business logic
│   └── migrations/        # Database migrations
├── frontend/          # Angular frontend application
│   ├── src/
│   │   ├── app/           # Application modules
│   │   └── i18n/          # Translations (EN, CS)
│   └── ...
├── proxy/             # Nginx reverse-proxy config
├── docker-compose.yml
└── docker-compose.test.yml

MCP server (AI integration)

FinGather includes a built-in Model Context Protocol server that lets AI assistants like Claude access your portfolio data.

Setup

Create an MCP API key in the app at Settings → MCP API Keys → Add MCP API key. Use the copy button to copy the full key.

Add the server to Claude Code

claude mcp add fingather \
  --transport http \
  --url https://your-fingather-domain/mcp \
  --header "Authorization: Bearer YOUR_MCP_API_KEY"

Available tools

Tool	Description
`list_portfolios`	List all portfolios
`get_portfolio_summary`	Portfolio value, returns, and performance metrics
`list_assets`	Open holdings with performance data
`get_asset_detail`	Detailed performance for a single holding
`list_transactions`	Transactions with filters (type, date, search)
`add_transaction`	Record a buy, sell, dividend, or fee
`get_tax_report`	Realized gains, dividends, fees for a given year
`list_strategies`	Allocation strategies with target percentages
`get_rebalancing`	Suggested trades to reach target allocations
`list_goals`	Financial goals with progress
`search_tickers`	Search stocks, ETFs, crypto by symbol or name

Troubleshooting

Port conflict on 4100 or 4200 — change PROXY_PORT / PROXY_PORT_SSL in .env and rebuild the proxy.

Backend healthcheck failing — the backend container probes http://localhost/api/health. If it stays unhealthy, check the log/ directory and the backend container logs (docker compose logs backend). The most common cause is a missing AUTHORIZATION_TOKEN_KEY or ENCRYPTION_KEY.

TwelveData rate-limit errors — the free tier allows 8 calls per minute. Lower TWELVEDATA_CALENDAR_MAX_API_CALLS_PER_MINUTE or upgrade your plan.

CORS errors in the browser — confirm BACKEND_CORS_ALLOWED_ORIGIN matches the origin you're loading the frontend from. * works for local development.

Playwright tests stuck or browser locked — tear down and rebuild the test stack:

make test-env-down && make test-e2e

Database not starting — the bundled db container is gated behind the dev profile. In production, point MYSQL_HOST at an external MariaDB instance.

Contributing

Contributions are welcome! Please open a pull request — CI will run the relevant backend, frontend, and e2e suites automatically. Make sure local checks pass first:

# Backend
cd backend && vendor/bin/phpstan analyse && vendor/bin/phpcs && vendor/bin/phpunit
# Frontend
cd frontend && pnpm run lint && pnpm run test

License

Links

Website: https://www.fingather.com
Issues: GitHub Issues
Changelog: CHANGELOG.md

Made with ❤️ for investors who want clarity in their portfolio

Name		Name	Last commit message	Last commit date
Latest commit History 1,324 Commits
.github/workflows		.github/workflows
backend		backend
frontend		frontend
proxy		proxy
.env.example		.env.example
.gitignore		.gitignore
CHANGELOG.md		CHANGELOG.md
CLAUDE.md		CLAUDE.md
LICENSE		LICENSE
Makefile		Makefile
README.md		README.md
RELEASE.md		RELEASE.md
docker-compose.test.yml		docker-compose.test.yml
docker-compose.yml		docker-compose.yml

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Latest commit

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FinGather — Your Ultimate Portfolio Tracker

Table of contents

Features

Effortless Integration

Advanced Analytics

Global Market Coverage

Custom Asset Grouping

Benchmark Comparisons

Portfolio History

Multi-Portfolio Support

Tech stack

Architecture

Request flow

Async jobs

Caching

Prerequisites

Installation

Quick start with Docker

Environment variables

Proxy / HTTPS

Database (required)

Backend tuning

Queue & cache (required)

Mail

Security (required)

External APIs

Development tooling

Development setup

Dev profile services

Backend

Frontend

Testing

Continuous integration

Project structure

MCP server (AI integration)

Setup

Available tools

Troubleshooting

Contributing

License

Links

About

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