Privacy-focused, enterprise-grade portfolio management platform for self-hosters
Take control of your financial data with complete privacy and sovereignty. Built with Next.js and NestJS, Profolio delivers professional-grade portfolio management without compromising your data ownership.
- ✅ Your data stays on your server - No external dependencies
- ✅ Works completely offline - Perfect for air-gapped environments
- ✅ GDPR/privacy compliant by design
- ✅ No vendor lock-in - Export your data anytime
- 🔐 AES-256-GCM encryption for sensitive financial data
- 🛡️ Circuit breaker patterns for API resilience
- 🔄 Automatic rollback protection for zero-downtime updates
- 🔒 JWT authentication with secure session management
- 🚨 Advanced threat protection with input validation
- 💵 No monthly subscription fees - One-time setup
- 📉 Low resource requirements - Runs on minimal hardware
- ⚡ Optimized performance - ~500KB installation footprint
- 🔄 Long-term savings vs. cloud SaaS solutions
# Interactive installation with enhanced TUI menu (recommended)
sudo bash -c "$(curl -fsSL https://raw.githubusercontent.com/Obednal97/profolio/main/profolio.sh)"
# Or direct installation (non-interactive, fastest)
curl -fsSL https://raw.githubusercontent.com/Obednal97/profolio/main/install.sh | sudo bashWhat happens automatically:
- ✅ System setup - PostgreSQL, Node.js, system dependencies
- ✅ Security hardening - SSH configuration, firewall rules
- ✅ Application deployment - Database, backend, frontend
- ✅ Service management - Systemd services with auto-restart
- ✅ SSL-ready - Production configuration out of the box
Enhanced TUI Features (profolio.sh):
- 📋 System validation - Pre-flight checks before installation
- 🌐 Network auto-detection - Automatic network configuration
- 💾 Config import/export - Save and reuse configurations
- 🔍 Health monitoring - Built-in service health checks
- 🔧 Diagnostics - Troubleshooting and support tools
The installer automatically detects and optimizes for your environment:
🖥️ Standard Linux Servers - Ubuntu, Debian, VPS, dedicated servers
🏠 Proxmox Hosts - Offers to create optimized LXC container
📦 LXC Containers - Container-optimized deployment
☁️ Cloud Instances - AWS, DigitalOcean, Linode, etc.
Proxmox-specific features (when running on Proxmox host):
- 🛡️ Isolation - Dedicated environment with resource limits
- 💾 Easy backups - Snapshot entire container in seconds
- 🔄 Migration - Move between Proxmox hosts seamlessly
- ⚙️ Resource control - CPU/memory allocation per your needs
- 🚀 Auto-start on boot - Services automatically start when container reboots
- 📦 Container-optimized - Resource-efficient deployment for LXC environments
# Method 1: Download and review before running
curl -fsSL https://raw.githubusercontent.com/Obednal97/profolio/main/profolio.sh -o profolio.sh
sudo bash profolio.sh
# Method 2: Clone repository and run locally
git clone https://github.com/Obednal97/profolio.git
cd profolio
sudo ./profolio.sh
# Method 3: Using wget instead of curl
wget -qO- https://raw.githubusercontent.com/Obednal97/profolio/main/install.sh | sudo bashUniversal installer supports all environments with intelligent detection:
# Install specific version
sudo ./install.sh --version v1.18.0
# Unattended installation for automation
sudo ./install.sh --auto
# List all available versions
sudo ./install.sh --list-versions
# Emergency rollback (automatic on failures)
sudo ./install.sh --rollback
# Force fresh installation (skip updates)
sudo ./install.sh --fresh
# View all available options
sudo ./install.sh --help- Multi-asset support - Stocks, crypto, real estate, bonds, commodities
- Real-time market data - Yahoo Finance integration with circuit breaker protection
- Performance analytics - ROI, Sharpe ratio, risk assessment, asset allocation
- Interactive dashboards - Responsive charts with drill-down capabilities
- Portfolio comparison - Benchmark against indices and custom portfolios
- Expense management - Categorized spending with budget tracking
- Income tracking - Salary, dividends, rental income, capital gains
- Tax optimization - Capital gains/losses tracking for tax planning
- Multi-currency support - Automatic currency conversion and tracking
- Bank statement import - CSV import with automatic transaction categorization
- P&L statements - Detailed profit/loss analysis with time comparisons
- Asset allocation analysis - Sector, geography, asset class breakdowns
- Risk assessment - Volatility analysis and correlation matrices
- Custom reports - Configurable reporting periods and metrics
- Export capabilities - PDF, CSV, Excel formats for external use
- End-to-end encryption - All sensitive data encrypted at rest
- Local authentication - No external auth dependencies
- Audit logging - Complete activity tracking for compliance
- Data export - Full data portability in standard formats
- GDPR compliance - Built-in privacy controls and data management
- Circuit breaker patterns - Automatic failure detection and recovery
- Graceful degradation - Continues operating during external API outages
- Conservative rate limiting - Prevents API throttling and bans
- Health monitoring - Real-time system health with alerts
- Automatic recovery - Self-healing from temporary failures
- Automatic rollback - Git-based restoration on update failures
- Environment preservation - API keys and settings protected during updates
- Version control - Install any previous version or development builds
- Service verification - Automatic testing after updates
- Backup management - Automatic backups with retention policies
- OS: Ubuntu 20.04+ / Debian 11+ / Similar Linux distribution
- RAM: 2GB (4GB recommended)
- CPU: 1 core (2 cores recommended)
- Storage: 10GB free space
- Network: Internet for initial setup and market data
- RAM: 4GB+ for optimal performance
- CPU: 2+ cores for concurrent users
- Storage: 20GB+ for historical data and backups
- SSL: Let's Encrypt or commercial certificate
- Firewall: UFW or iptables configured
- ✅ Ubuntu Server 20.04, 22.04, 24.04
- ✅ Debian 11, 12
- ✅ Proxmox LXC containers
- ✅ Docker (community maintained)
- ✅ Air-gapped environments (offline installation)
Try before you commit - no installation required:
Experience the full Profolio interface with sample data:
- Visit your installation and click "Try Demo"
- Explore all features with realistic portfolio data
- Test import/export capabilities
- Evaluate user experience before creating accounts
💡 Need managed hosting? If self-hosting feels overwhelming, Profolio Cloud offers the same features with automatic updates, backups, and 24/7 support. 30-day free trial available.
The installer automatically creates optimized configurations, but you can customize:
# Backend configuration (/opt/profolio/backend/.env)
DATABASE_URL="postgresql://user:pass@localhost:5432/profolio"
JWT_SECRET="auto-generated-secure-secret"
API_ENCRYPTION_KEY="auto-generated-encryption-key"
PORT=3001
# Frontend configuration (/opt/profolio/frontend/.env.production)
NEXT_PUBLIC_AUTH_MODE=local
NEXT_PUBLIC_API_URL=http://your-server-ip:3001# Install SSL certificate (Let's Encrypt)
sudo apt install certbot nginx
sudo certbot --nginx -d your-domain.com
# Or use existing certificates
# Configure nginx proxy in /etc/nginx/sites-available/profolio# Automatic daily backups
sudo crontab -e
0 2 * * * /opt/profolio/backup-script.sh
# Manual backup
sudo systemctl stop profolio-backend profolio-frontend
sudo -u postgres pg_dump profolio > backup-$(date +%Y%m%d).sql
sudo tar -czf profolio-backup-$(date +%Y%m%d).tar.gz /opt/profolio# Check service status
sudo systemctl status profolio-backend profolio-frontend
# View real-time logs
sudo journalctl -u profolio-backend -u profolio-frontend -f
# Restart services
sudo systemctl restart profolio-backend profolio-frontend
# Auto-start on boot (automatically configured by installer)
sudo systemctl enable profolio-backend profolio-frontendNote: The Proxmox installer automatically configures services to start on container reboot, ensuring your Profolio instance is always available after system restarts.
# Simple update to latest version
sudo ./install.sh
# Update to specific version
sudo ./install.sh --version v1.18.0
# Check for updates
curl -s https://api.github.com/repos/Obednal97/profolio/releases/latest | grep tag_name
# Health check
curl http://localhost:3001/api/health# System resources
htop # CPU/Memory usage
df -h # Disk space
systemctl --failed # Failed services
# Application health
curl http://localhost:3001/api/health # Backend health
curl http://localhost:3000 # Frontend accessibility
sudo journalctl -u profolio-backend -n 50 # Recent backend logsPerfect for air-gapped environments and secure networks:
- Prepare offline package on internet-connected machine
- Transfer to offline system via USB/network
- Install without internet using pre-downloaded dependencies
See our Offline Installation Guide for detailed instructions.
# Clone and setup development environment
git clone https://github.com/Obednal97/profolio.git
cd profolio
# Install dependencies (using pnpm for better performance)
cd backend && pnpm install
cd ../frontend && pnpm install
# Start development servers
pnpm run dev:backend # http://localhost:3001
pnpm run dev:frontend # http://localhost:3000- Themes - Custom CSS/Tailwind configurations
- Branding - Logo, colors, company information
- Features - Enable/disable specific functionality
- Integrations - Custom API connections and data sources
- Reports - Custom report templates and calculations
Need custom development? Our team offers professional services for custom integrations and enterprise features.
- 📖 Setup & Installation - Complete installation guides for all platforms
- 🔧 Development - Technical documentation for developers
- 🛡️ Security Policy - Security policies and best practices
- 🔄 Processes - Development workflows and standards
- ❓ Features - Feature specifications and technical details
- 💬 GitHub Discussions - Community Q&A
- 🐛 Issue Tracker - Bug reports and feature requests
- 📄 Changelog - Version history and release notes
For production deployments and enterprise requirements:
- Priority support via Profolio Cloud subscription
- Custom development and integration services
- Training and onboarding for teams and organizations
- SLA-backed hosting with 99.9% uptime guarantee
This project is licensed under the MIT License - see the LICENSE file for details.
Open source commitment: Core features will always remain free and open source. Premium cloud features and professional support services help fund continued development.
curl -fsSL https://raw.githubusercontent.com/Obednal97/profolio/main/install.sh | sudo bashTry Profolio Cloud - Same features, zero maintenance
- ☁️ Automatic updates and security patches
- 💾 Daily backups with point-in-time recovery
- 🛡️ Enterprise security and compliance
- 📞 24/7 support and 99.9% uptime SLA
- 🚀 30-day free trial - No credit card required
Built with ❤️ for privacy-conscious investors and self-hosting enthusiasts