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Foliofox

A net worth tracking app with an AI-powered financial advisor that helps you make smarter decisions about your portfolio. Foliofox is not a budgeting or an expense tracking app.

hero

Features

  • Interactive portfolio visualization - See your wealth grow with engaging charts and tables, not boring spreadsheets
  • AI-powered financial insights - Get personalized advice, not generic market data
  • Multi-currency support - Automatic exchange rates for global portfolios
  • Smart portfolio import - One-click import from any broker or spreadsheet with AI
  • Daily market data - Powered by Yahoo Finance
  • Secure, private and open source - Your data stays yours

Built with

  • Next.js 16 (App Router, Turbopack, Cache Components)
  • TypeScript (Strict Mode)
  • Supabase (Postgres, Auth, Storage)
  • Tailwind CSS

Vision

If youre curious about why Foliofox exists and where its going, read the full vision here: VISION.md

Quick Start (Docker)

Prerequisites: Docker Desktop and your own Supabase project (see CONTRIBUTING.md for details).

  1. Clone and configure:

    git clone https://github.com/unav4ila8le/foliofox.git
    cd foliofox
    
  2. Copy the example environment file and fill in your own values:

    cp .env.example .env.local
    

    Then update .env.local with your Supabase credentials and any optional integrations you want to enable.

  3. Apply database migrations:

    supabase login
    supabase link --project-ref <your-project-ref>
    supabase db push --linked
    
  4. Start with Docker using latest pre-built image:

    docker compose -f docker-compose.ghcr.yml up
    

    Or build locally:

    docker compose up --build
    

Visit http://localhost:3000

For local Node.js setup without Docker, see the contributing guide.

Contributing

Please read the contributing guide.

Join our Discord server.

Roadmap

Foliofox started as personal project with me as a single maintainer, so the roadmap lived here in the README. Now that its public, the roadmap has been migrated to GitHub Issues for better tracking and collaboration.

License

MIT © 2025 주식회사 파운더스레어. See LICENSE for details.