The Platform

This is a self-hosted portfolio analytics platform I built from scratch. It lets me (and anyone I give access to) track investment transactions, compute daily portfolio performance, and layer in macroeconomic context from the Federal Reserve.

It’s not a SaaS product yet. It’s a real system running on real infrastructure that I built to scratch my own itch — and to prove to myself I could ship something end-to-end.

What it does

Transaction ledger — Log BUY and SELL transactions. New tickers are validated against Yahoo Finance and their full price history is backfilled automatically before the transaction is written.
Daily portfolio performance — Computed nightly for every user, based on their actual holdings at each point in time.
Macroeconomic context — Federal Reserve economic data (FRED) is ingested monthly and used to classify macro regimes, which are layered onto portfolio performance charts.
Per-asset analytics — Time series performance, KPIs, and holding summaries broken down by ticker.

Sections

Architecture — The full stack, the DAG, and why I made the decisions I did.
Getting Started — How to create an account and start logging transactions.

Architecture

Architecture This page documents the current architecture of the platform. I update it as the system evolves. Last updated: April 2026 Stack Overview Layer Technology Notes Data Sources yFinance, FRED API Equity prices + macro indicators Storage PostgreSQL Single database, multiple schemas Transformation dbt Staging → intermediate → mart pattern Orchestration Dagster Scheduled jobs + event sensors Auth / API FastAPI JWT-based auth, user management Frontend Streamlit Transaction input + personal dashboards Deployment Docker Compose-based, self-hosted Data Sources yFinance Yahoo Finance is the primary source for daily equity prices. When a user logs a transaction for a ticker the system hasn’t seen before, it backfills the full available price history for that ticker into bronze.raw_prices before writing the transaction. This ensures the daily holdings computation has complete data. ...

Getting Started

Getting Started The platform is self-hosted and currently in early access. Here’s how to get up and running. Creating an Account Navigate to the platform URL and you’ll land on the login screen. Click Create Account and fill in your email and password. There’s no email verification step right now — your account is created immediately. Once logged in, you’ll see the Portfolio Transaction Ledger — the main interface for logging trades. ...

The Platform#

What it does#

Sections#

The Platform

What it does

Sections