ai-agent

financial-management: Self‑hosted wealth dashboard + AI health check

Name: financial-management: Self‑hosted wealth dashboard + AI health check
Author: LuoDi-Nate

Track all family assets in 10 minutes a month, see true annual returns (XIRR/TWR) and get AI‑driven health insights. Ideal for founders who value privacy and self‑hosting.

From the repo · “ 自托管家庭资产管理 · 每月10分钟,全家资产全局图 + 真实年化(XIRR/TWR)+ AI 资产体检 · 数据自托管, 不泄密”

369 stars+6★ this week44 forksJavaGuide quality 9/10 · reviewed Oct 18Updated 10/22/2026100% free · open source

What it does

This tool provides self-hosted family asset management, generating a global asset graph, real annualized returns, and AI-powered asset inspection in 10 minutes per month, all while keeping data private and secure.

When to use it

•When you need to track and visualize your family's overall asset allocation
•When you want to calculate your true annualized returns using XIRR or TWR methods
•When you need AI-driven insights to optimize your asset portfolio without relying on third-party services

Ready-to-paste prompt

To generate a sample asset graph, run the command as specified in the README, ensuring you have replaced placeholder data with your actual asset information

Heads up: Ensure you have the necessary dependencies and configurations as outlined in the README, and be aware that the tool requires accurate and complete asset data to provide meaningful insights and calculations

Saves to your device

Use with Claude

New

Skip the builder — one click puts this in Claude, Cursor, Antigravity and more.

🛠️ Technical setup

Expect 20–40 minutes in a terminal — or let your AI agent drive it.

Try it instantly — no install

Claude Code

mkdir -p ~/.claude/skills/financial-management && curl -fsSL https://workflowstacks.com/api/skills/financial-management/claude-skill -o ~/.claude/skills/financial-management/SKILL.md

Open in another AI app

Opens the app with this repo with the prompt ready to go — no copy-paste needed.

Connect the whole catalog (MCP)

claude mcp add --transport http workflowstacks https://workflowstacks.com/api/mcp

Adds a WorkflowStacks connector to Claude Code: search and load any skill here by chatting.

How financial-management: Self‑hosted wealth dashboard + AI health check works

Codeflow

Free to inspect

Financial-management: Self‑hosted wealth dashboard + AI health check is a very large Java project (~115k lines across 615 code files, plus 239 test files). It is a full software project: use it through its install path rather than reading it end to end. Last commit this month, AGPL-3.0 license, has a test suite.

Size

Very large codebase

~115k lines · 615 code files · days to read — use, don't read

Setup

Developer setup

A real software project. Use it via its install path; don't expect to read it all.

Runs on

Java/JVM · Docker

Needs API keys (.env)

Java 42%HTML 36%Shell 12%JavaScript 8%CSS 2%

Where to start reading

1
README.md
Start here — what it does and how to install it
2
AGENTS.md
The instructions the AI actually follows
3
.env.example
The API keys and settings you must provide
4
src/main/resources/static/js/account-group-toggle.js
Inside src/ — the main logic begins here

What's in each folder

src/Core code — the actual logic867 files

docs/Documentation79 files

preview/Folder158 files

db/Folder78 files

scripts/Helper scripts64 files

tech-design/Folder56 files

prd/Folder55 files

deploy/Deployment / infrastructure27 files

READMEHas testsDocumentedCI checksDocker readyAGPL-3.0 licenseUpdated this month

Use with Claude

New

Skip the builder — one click puts this in Claude, Cursor, Antigravity and more.

🛠️ Technical setup

Expect 20–40 minutes in a terminal — or let your AI agent drive it.

Try it instantly — no install

Claude Code

mkdir -p ~/.claude/skills/financial-management && curl -fsSL https://workflowstacks.com/api/skills/financial-management/claude-skill -o ~/.claude/skills/financial-management/SKILL.md

Open in another AI app

Opens the app with this repo with the prompt ready to go — no copy-paste needed.

Connect the whole catalog (MCP)

claude mcp add --transport http workflowstacks https://workflowstacks.com/api/mcp

Adds a WorkflowStacks connector to Claude Code: search and load any skill here by chatting.

Quick Actions

Details

Creator

LuoDi-Nate

Language

Java