quovibe is a self-hosted portfolio tracker for managing investments such as stocks, ETFs, and bonds.
It’s designed for single-user deployment on a trusted local network, NAS, home server, or VPS behind a reverse proxy, and provides performance analytics, holdings views, dividend reporting, asset allocation tools, and multi-currency handling from a browser-based interface.
This is free and open source software.
Key Features
- Tracks stocks, ETFs, bonds, dividends, transactions, holdings, and asset allocation.
- Offers portfolio performance analytics including TTWROR, IRR, volatility, Sharpe ratio, maximum drawdown, and benchmark alpha.
- Supports 15 transaction types with double-entry bookkeeping, FIFO, and moving average cost basis calculations.
- Includes customizable dashboards with drag-and-drop widgets and multiple dashboard layouts.
- Imports data from XML, CSV, web HTML tables, custom JSON, and price feeds including Yahoo Finance and Alpha Vantage.
- Uses SQLite for storage and can be deployed with Docker.
- Provides multi-currency support with automatic foreign exchange conversion via ECB rates.
- Includes a privacy mode and interface translations for 8 languages.
Website: github.com/quovibe-web/quovibe
Support:
Developer: quovibe-web
License: GNU Affero General Public License v3.0
quovibe is written in TypeScript. Learn TypeScript with our recommended free books and free tutorials.
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Read our verdict in the software roundup.
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