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ai-agent

investbrain: Unified Investment Tracking

Founders get a consolidated view of market performance across brokerages with investbrain, a self-hosted portfolio tracker.
intermediateโฑ 30 minutes๐Ÿ’ต Free (self-hosted)
865 stars61 forksPHPQuality 9/10Updated 7/8/2026100% free ยท open source
What it is

Tracks your investments across different brokerages in one place.

What you can make with it

Consolidated investment portfolios to share with investors, advisors, or friends.

How it helps

Saves time and reduces stress by providing a single view of your market performance. It's also a convenient way to share your progress with others.

Real use case example

"A founder, John, had investments in three brokerages and spent hours tracking each one. He used investbrain to connect his accounts and now gets a single view of his portfolio in minutes. He shares this view with his investors and partners, streamlining their access to his investment plans."

If you're new

A good introduction to AI-powered data tracking and integration for beginners.

If you're senior

A seasoned developer or founder would use this for its flexibility and customization.

Common confusion cleared up

This skill doesn't require extensive knowledge of programming or AI, but a basic understanding of setting up APIs or integrations can be helpful.

Best inside these AI tools
Self-hostedAny AI Client
Pairs with
Claude APIStripe webhookNotion database
Why we list it on WorkflowStacks: It's a free, open-source addition to the marketplace, offering a self-hosted alternative to similar services.
What it does

Investbrain provides a consolidated view of market performance across multiple brokerages, enabling founders to track and monitor their investments in one place.

Install / run
git clone https://github.com/investbrainapp/investbrain.git && cd investbrain
When to use it
  • โ€ขYou have investments across multiple brokerages and want a unified view
  • โ€ขYou need to track market performance and make data-driven investment decisions
  • โ€ขYou want to self-host a portfolio tracker to maintain control over your investment data
Quick start
  1. 1Copy the example config from `config.example.php` to `config.php` and update the brokerage API credentials
  2. 2Run `composer install` to set up the PHP dependencies
  3. 3Update the `brokerages` array in `config.php` to include your specific brokerage accounts
  4. 4Run `php artisan migrate` to set up the database schema
  5. 5Access the investbrain dashboard at `http://localhost:8000` (or the port specified in `config.php`)
Ready-to-paste prompt
Run `php artisan investbrain:sync` to sync your brokerage data and update the investbrain dashboard
Heads up: You need to have a PHP version of 8.0 or higher and the Composer package manager installed to run investbrain, as well as API keys for each of your brokerages
Saves to your device

Topics

portfolio
self-host
stocks
What's inside โ€” free to inspect
No purchase needed

Read the entire source before you build โ€” unlike paid marketplaces that hide it behind a buy button.

22
top-level files
12
folders
5.9M
repo size
Other
license
Key files
.editorconfig
package.json
README.md
vite.config.js
File tree
.github/
app/
bootstrap/
config/
database/
docker/
lang/
public/
resources/
routes/
storage/
tests/
.dockerignore
.editorconfig
.env.example
.gitattributes
.gitignore
.mcp.json
artisan
boost.json
CLAUDE.md
composer.json
composer.lock
docker-compose.yml
Quick Actions
Details
Creator
investbrainapp
Language
PHP
Category
ai-agent
Published
8/1/2024

Are you the creator of this tool? Claim your listing โ†’ and earn 85% of every sale.

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