FinGather — Your Ultimate Portfolio Tracker

Take control of your financial future with comprehensive investment tracking

Website • Features • Installation • Tech Stack • Contributing

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Overview

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 Spiral RoadRunner
Frontend	Angular 21 (Standalone Components)
Database	MariaDB
Caching	Memcached & Redis
Queue	RabbitMQ
Container	Docker

Prerequisites

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

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

Installation

Quick Start with Docker

1. Clone the repository

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

2. Configure environment

   cp .env.example .env

   Edit .env and set:

   • TWELVEDATA_API_KEY — Your TwelveData API key (required)
   • PROXY_SSL_CERT — Path to SSL certificate (optional, for HTTPS)
   • PROXY_SSL_KEY — Path to SSL private key (optional, for HTTPS)

3. Build and run

   docker compose up -d --build

4. Access the application

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

Development Setup

For development with admin tools (Adminer for database, Buggregator for debugging):

docker compose --profile dev up -d

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)
│   └── ...
└── docker-compose.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

1. 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.

2. Add the server to Claude Code

   claude mcp add fingather \
     --transport http \
     --url https://your-fingather-domain/api/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

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Links

• Website: https://www.fingather.com
• Issues: GitHub Issues

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Made with ❤️ for investors who want clarity in their portfolio