Portfolixir is a self-hosted Elixir/Phoenix application for local portfolio tracking. It helps you keep securities, portfolios, depots, cash accounts, manual buy/sell transactions, holdings, and quote history in one auditable local app.

The project focuses on transparent portfolio records and read-only inspection. It is not a broker, bank, trading, payment, order, or rebalance platform. Supported functions are also available through a local JSON API and an MCP companion that wraps that API.

• Create securities, one portfolio, and linked cash/depot accounts.
• Record manual buy and sell transactions.
• Review derived holdings and stored quote history.
• Open a security detail chart from local quote history.
• Use /api/v1 and the MCP companion for the same supported local actions.

• Elixir and Erlang compatible with mix.exs
• PostgreSQL
• optional: Docker and Docker Compose

docker compose up --build

Open the app and MCP companion at:

http://localhost:4000
http://127.0.0.1:4001/mcp

Stop and remove local volumes:

docker compose down -v

mix deps.get
mix ecto.setup
mix phx.server

Open the Phoenix URL printed by the server, usually http://localhost:4000.

Set a local API token before using /api/v1:

export PORTFOLIXIR_API_TOKEN=replace-me

Run the MCP companion separately when you do not use Docker Compose:

npm install --prefix mcp-server
npm run build --prefix mcp-server
PORTFOLIXIR_API_BASE_URL=http://127.0.0.1:4000 \
PORTFOLIXIR_API_TOKEN=replace-me \
npm start --prefix mcp-server

Common local checks:

mix format
mix test
pre-commit run --all-files
npm test --prefix mcp-server
npm run build --prefix mcp-server

Install pre-commit once per checkout:

pre-commit install --install-hooks

• docs

• Product documentation

  • Product docs home
  • Product feature documentation
  • Home Deployment

• Architecture documentation

  • Architecture overview
  • Architecture decisions (ADRs)

• Development documentation

  • Story workflow
  • Developer guide

• CONTRIBUTING.md

• AGENTS.md

Use synthetic data for development and tests. Do not commit real account numbers, broker statements, wallet addresses, personal names, or private portfolio files.

Tests must not make external network calls.

• Contribution guide: CONTRIBUTING.md
• Security policy: SECURITY.md
• Code of conduct: CODE_OF_CONDUCT.md
• AI-agent guide: AGENTS.md
• License: LICENSE

If this app is useful to you, you can support its ongoing maintenance via bunq. Support is voluntary and appreciated, but does not create any entitlement to support, features, consulting, an SLA, or invoice-based work.

This project is licensed under the MIT License. See LICENSE.