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Releases: ApeCodeAI/finsight

v0.1.0 — Initial public release

02 Jun 14:30
@ApeCodeLab ApeCodeLab
v0.1.0
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The first public version of FinSight — a local-first, AI-friendly personal portfolio tracker.

Your files (plain YAML / JSONL) are the source of truth, SQLite is a working copy, every CLI command outputs JSON for AI tools, and a Hono + React dashboard runs at localhost:3210.

Install

npm install -g finsight
finsight init
finsight overview

Requires Node.js >= 22. Now on npmjs.com/package/finsight.

Highlights

  • Multi-account, multi-currency holdings — FX-converted to one base currency you pick
  • Daily net-worth snapshots and trend
  • Asset allocation with targets — set ideal stocks/bonds/cash/crypto splits and see drift
  • Investment journal — rationale, price targets, stop-losses; auto-flagged when hit
  • Annualized return (XIRR) per account and overall — accounts for when you actually added or withdrew money
  • Broker cross-checking — paste your broker's total, see the discrepancy
  • AI-friendly contract — --json everywhere, semantic exit codes, and a portable skill file any AI agent can read
  • Web dashboard at localhost:3210 (Vite + React 19 + Tailwind v4 + Hono)
  • Two data connectors out of the box: Yahoo Finance + 天天基金; plus optional 有知有行 importer

Or — try without installing

```bash
git clone https://github.com/ApeCodeAI/finsight && cd finsight
pnpm install
pnpm demo # USD / English demo

pnpm demo zh # CNY / 中文 demo

```

The demo creates a throwaway sandbox under /tmp/finsight-demo, loads sample data, and opens the dashboard. Quit it (Ctrl+C) and the sandbox is wiped.

See the README for the full tour. Sponsored by BytePass.ai, built by ApeCode.ai.

Known limits at launch

  • Web dashboard binds to localhost and has no built-in auth (by design — full policy in SECURITY.md)
  • finsight web currently requires a repo clone (production-bundled dashboard is on the v0.2 roadmap)
  • XIRR can be unstable on very short windows or near-zero net flows
  • Connector coverage limited to Yahoo Finance + 天天基金 today; IB / Tiger / Futu on the roadmap

Apache 2.0 licensed. Issues and PRs welcome.

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