ai-agent

investbrain: Unified Investment Tracking

Name: investbrain: Unified Investment Tracking
Author: investbrainapp

Founders get a consolidated view of market performance across brokerages with investbrain, a self-hosted portfolio tracker.

From the repo · “Smart LLM-enabled investment tracker that consolidates and monitors market performance across your different brokerages”

intermediate⏱ 30 minutes💵 Free (self-hosted)

939 stars+2★ this week73 forksPHPGuide quality 9/10 · reviewed Jul 1Updated 10/15/2026100% free · open source

What it is

Tracks your investments across different brokerages in one place.

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."

Best insideSelf-hostedAny AI Client

When to use it

•You have investments across multiple brokerages and want a unified view
•You need to track market performance and make data-driven investment decisions
•You want to self-host a portfolio tracker to maintain control over your investment data

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

Use with Claude

New

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

🔑 Needs an API key

Works after you add credentials — the setup agent will ask you for them.

Try it instantly — no install

Claude Code

mkdir -p ~/.claude/skills/investbrain && curl -fsSL https://workflowstacks.com/api/skills/investbrain/claude-skill -o ~/.claude/skills/investbrain/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 investbrain: Unified Investment Tracking works

Codeflow

Free to inspect

Investbrain: Unified Investment Tracking is a large PHP project (~29k lines across 278 code files, plus 30 test files). Setup is light: runs with Docker — add your API keys to .env. Last commit this month, Other license, has a test suite.

Size

Large codebase

~29k lines · 278 code files · ~4 h to skim

Setup

Light setup

Runs with Docker — add your API keys to .env.

Runs on

PHP · Docker

Needs API keys (.env)

PHP 67%Blade 31%CSS 1%

Where to start reading

1
README.md
Start here — what it does and how to install it
2
CLAUDE.md
The instructions the AI actually follows
3
config/app.php
Where the program starts running
4
composer.json
Dependencies and the commands it exposes
5
.env.example
The API keys and settings you must provide

What's in each folder

app/Core code — the actual logic110 files

resources/Folder95 files

database/Folder26 files

config/Configuration22 files

storage/Folder9 files

docker/Deployment / infrastructure4 files

bootstrap/Folder3 files

lang/Translations3 files

READMEHas testsDocumentedCI checksDocker readyOther licenseUpdated this month

Use with Claude

New

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

🔑 Needs an API key

Works after you add credentials — the setup agent will ask you for them.

Try it instantly — no install

Claude Code

mkdir -p ~/.claude/skills/investbrain && curl -fsSL https://workflowstacks.com/api/skills/investbrain/claude-skill -o ~/.claude/skills/investbrain/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

investbrainapp

Language

PHP