What is assets?

Assets is a self-hosted personal wealth tracker for managing investment portfolios across multiple brokers and account types such as ISA, 401k, IRA, taxable, pension, and crypto. It delivers real-time market data through Yahoo Finance, supports multiple currencies with automatic foreign exchange conversion, and calculates returns including realized gains and currency impact. Transaction-level details show profit and loss per trade with cost basis tracking. Users can bulk import transaction history from broker exports via CSV. The app runs multiple users on one instance with JWT authentication and admin controls. It deploys as a Docker container using SQLite for storage, exposing a REST API and a React web dashboard that works on desktop and mobile. A separate Flutter mobile client exists in a companion repository. The license permits free non-commercial use while reserving commercial rights to the author.

Should you self-host assets?

assets scores 42/100 on selfhost.directory (how scoring works) and ranks #45 of 62 in Personal Finance. It has 185 GitHub stars.

It shipped 13 stable releases in the past year. The latest, v1.8.6, came out on 15 September 2026. New versions land roughly every 3 weeks.

Setup is moderate: expect some configuration beyond a single command. An official Docker image is available. It is Proprietary-licensed and written mostly in Typescript.

Its closest alternative on selfhost.directory is Firefly III (82/100, 25 040 stars). It scores higher overall, so compare the two before you pick. See assets vs Firefly III side by side.

Features

Admin user management
CSV Import
Market data caching
Multi-currency Support
Multi-portfolio tracking
Multi-user support
Portfolio performance analytics
Real-time market data
REST API
Return calculations
Ticker search and lookup
Transaction-level insights
Web Dashboard

`Assets` — Personal Wealth Tracker

A self-hosted portfolio and wealth tracker for personal finance management. Consolidate your investments across brokers and accounts - ISA, 401k, IRA, Taxable, Crypto or custom portfolios - and monitor performance with complete privacy and data ownership. Built on real-time market data from Yahoo Finance.

assets releases & version history

I'm on

v1.8.6Release

9/15/2026 · last month

Release Notes

v1.8.6 — 2026-09-06

Overview

In scope: transaction integrity enforcement at the database layer, validation
parity between backend and UI, a UI/UX improvement for asset & portfolio
creation, and a series of dependency/test-infrastructure updates.

Features

Redirect after creation — After creating a new asset or portfolio, the
app now navigates to the newly created entity's page instead of remaining on
the form (implemented with postAssetEq / postPortfolioEq lookups on the
created record).
Ticker field is read-only — The ticker/symbol input on the asset form is
now disabled (was previously editable but not meaningful to change).

CI / tooling

Pin Bun via .bun-version in the build-and-test workflow
(setup-bun bun-version-file).
Tests now run with bun test --randomize --retry=3 to shake out
order-dependent failures.
Dockerfile builder updated to oven/bun:latest.
New root script web:test (cd packages/web && bun test).
upgrade golang that is used to build migrate to 1.27.1

Dependencies

Package	1.8.5 → 1.8.6
`date-fns`	`^4.1.0` → `^4.4.0`
`prettier`	`^3.8.3` → `^3.9.6`
`bun-types`	`^1.3.13` → `^1.4.0`
`@types/node`	`^26.1.1` → `^26.4.1`

What's Changed

bugfix/44 by @venil7 in #45
redirect when creating asset/portfolio by @venil7 in #46
fix/upgrading golang version for migrate by @venil7 in #47

Full Changelog: 1.8.5...v1.8.6

1.8.5v1.8.5

9/4/2026 · last month

Fixes #41 — Retroactively recording sell transactions could break the app

Replaced the fragile application-level "insufficient holdings" check with SQLite triggers (migration 008) that enforce a transaction-invariant (running_contribution can never go negative) on insert, update, and delete of transactions.
Backdated sells that would land before the buys they need are now rejected with a clean validation error instead of corrupting data and taking the instance down.
Deleting a buy that is still needed to fulfill an existing sell is now blocked at the database level.
Invariant violations are surfaced as friendly validation errors (Transaction invariant violation) on create/update/delete/csv-upload/asset-delete paths.
Fixes #43 — API allowed negative quantities that the GUI rejected

Validation moved server-side: the shared decoders now reject non-positive quantity/price and future dates, so the API and UI enforce identical rules.
Old UI-only validators kept (moved to packages/web) for client-side feedback; backend relies on decoding.
CSV uploads also reject negative values and empty transaction lists.
Also in this release

Special thanks to @AIsThisThingStillOn for discovering these bugs.

Significantly expanded unit test coverage for transactions, consistency, and validation.
CI pinned to the repo's bun version and now runs tests with --randomize --retry=3.
Docker builder image updated to latest bun; dependency bumps (date-fns, prettier, bun-types, etc.).
Removed dead/redundant code (yahoo domain types, superseded validators).

What's Changed

bugfix/out of order txs by @venil7 in #42

Full Changelog: 1.8.4...1.8.5

1.8.41.8.4 - user management & bugfixes

8/16/2026 · 2 months ago

Bugfix: 52-week high and low values were swapped when computing portfolio summary volatility
Feature: Admins can change any user's password via the Users screen (new per-user actions menu: edit profile, change password, delete)
Bugfix: Yahoo chart parsing more tolerant (empty quote arrays and missing ticker names no longer break chart loading)
Minor UI polish: dropdown menu headers, clearer user delete confirmation
Tests: Added extensive test coverage for auth, cache, CSV import, enrichment, validation, and date/range parsing