PortfolioDB
Self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read.
Tool overview
Overview
Self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read. Ships an MCP server your own AI agents can query. No accounts, no telemetry, no broker credentials.
Features
- AI assistant
- Natural language interface
- Workflow automation
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