A self-hosted AI-powered investment assistant for analyzing Indian stock portfolios. Uses Gemini AI to provide actionable insights based on your holdings, technical indicators, and fundamental research.
⚠️ IMPORTANT DISCLAIMERThis software is for educational and informational purposes only. It is NOT a SEBI-registered investment advisor. The AI-generated suggestions do not constitute financial advice, recommendations, or endorsements to buy, sell, or hold any securities.
All investment decisions should be made after consulting with a qualified, SEBI-registered financial advisor. The developers and contributors of this project are not responsible for any financial losses incurred from using this software. Past performance is not indicative of future results. Investing in the stock market involves risks, including the loss of principal.
- 📊 Portfolio Dashboard - View holdings with live prices, returns, and technical indicators
- 🤖 AI Analysis - Gemini-powered discovery cycles with actionable BUY/SELL/HOLD suggestions
- 📈 Technical Indicators - RSI, SMA-50, SMA-200, wait zone detection
- 📰 Research Integration - Looks through news, social media, and technical indicators to provide insights
- 🪙 Commodity Support - Track physical gold/silver, SGBs, and automatically recognize gold ETFs as gold exposure
- 📥 Easy Import - Upload Groww order history and holdings statements
- 🔒 Self-Hosted - Your data stays on your machine with local database (SQLite)
- Frontend: Astro + SolidJS + Tailwind CSS (Catppuccin theme)
- Backend: Node.js (TypeScript) with Astro
- Database: SQLite with Drizzle ORM
- AI: Google Gemini API
- Node.js 20+
- A Gemini API key
# Clone the repository
git clone https://github.com/debjitbis08/portfolio-mind.git
cd portfolio-mind
# Install dependencies
pnpm install
# Copy environment template
cp .env.example .envEdit .env with your settings:
# Required: Login password for the web interface
APP_PASSWORD=your_secure_password_here
# Required: Secret for encrypting sensitive data
# Generate with: openssl rand -hex 32
APP_SECRET=your_32_char_hex_secret_here
# Required: Gemini API key
GEMINI_API_KEY=your_gemini_api_key
# Optional: Database path (defaults to ./data/investor.db)
# DATABASE_PATH=./data/investor.db
# Optional: Metals API key for commodity prices (gold, silver)
# Get from: https://metals.dev (free tier available)
# METALS_API_KEY=your_metals_dev_api_keyChoose one of these methods to generate a strong password:
| Method | Command / Link |
|---|---|
| Diceware | diceware.debjitbiswas.com |
| OpenSSL | openssl rand -base64 24 |
| pwgen | pwgen -s 32 1 |
| 1Password/Bitwarden | Use your password manager's generator |
The database schema is managed by Drizzle migrations:
# Run migrations (first-time setup or after pulling new changes)
pnpm db:migrateThis will:
- Create all necessary tables in your SQLite database
- Apply any pending migrations
- Automatically seed reference data (ETF mappings, default settings)
For developers: When modifying the schema in src/lib/db/schema.ts, generate a new migration:
pnpm db:generate # Creates migration file
pnpm db:migrate # Applies it to your database# Development mode
pnpm dev
# Production build
pnpm build
pnpm previewOpen http://localhost:4328 and log in with your APP_PASSWORD.
Want to try the app without importing your own portfolio? Generate sample data with fictional transactions:
# Generate sample transaction files with real NSE stocks
pnpm dlx tsx scripts/generate-demo-data.tsThis creates:
demo/transactions/Demo_Order_History_*.xlsx- Sample order historydemo/transactions/Demo_Holdings_Statement_*.xlsx- Matching holdings- A sample portfolio with ~15 stocks (Reliance, TCS, HDFC Bank, Infosys, etc.)
# Start the app with a separate demo database
DATABASE_PATH=./demo/db/investor.db pnpm dev- Open http://localhost:4328 and log in
- Go to Settings → Import Transactions
- Upload both files from
demo/transactions/ - Click Import to load the sample portfolio
Your real data in data/investor.db remains untouched. To switch back, just run pnpm dev without the DATABASE_PATH variable.
For detailed workflows, see the User Guide.
Supports both Groww and ICICI Direct:
- Download your Order History (transactions) from your broker
- Download your Holdings Statement for reconciliation (handles splits/bonuses)
- Go to Settings → Import Transactions
- Upload both files and click Import
Note: The Holdings Statement is important for correctly handling stock splits, bonus issues, and other corporate actions. See the User Guide for details.
Click ⚡ Refresh Technical Data to calculate RSI and SMA indicators for your holdings.
Best time: 7-8 AM before market opens (9:15 AM)
Click Run Discovery Cycle to analyze your portfolio with Gemini AI. The AI will:
- Research each holding using ValuePickr, news, and fundamentals
- Generate actionable suggestions (BUY/SELL/HOLD/RAISE_CASH)
- Provide rationale for each recommendation
Approve ✓ or reject ✗ suggestions from the dashboard.
# Install flyctl
curl -L https://fly.io/install.sh | sh
# Launch (first time)
fly launch
# Deploy updates
fly deploySet secrets:
fly secrets set APP_PASSWORD="your_password"
fly secrets set APP_SECRET="your_secret"
fly secrets set GEMINI_API_KEY="your_key"This project is licensed under the GNU Affero General Public License v3.0 - see the LICENSE file for details.
Portfolio Mind - Self-hosted AI investment assistant
Copyright (C) 2026 Debjit Biswas (https://github.com/debjitbis08)
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as published by
the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
Contributions are welcome! Please read the license terms before contributing.
- Catppuccin for the beautiful color palette
- ValuePickr community for investment research
- Google for the Gemini API