HoldSight

Track portfolio allocations, document theses, and journal trade decisions.

Overview

Consolidates EVM wallets, Hyperliquid, Lighter, Kraken, Plaid, and Schwab through a shared adapter registry
Tracks investment theses, targets, risks, and invalidation criteria
Uses a durable, resumable sync pipeline with lease-based concurrency to ingest more than 2,100 transactions
Structures daily, weekly, and monthly planning and reflection
Exposes portfolio data to AI agents through a remote MCP server with self-hosted OAuth 2.1

Define an investment case, compare target and current allocations, and record what would prove the thesis wrong.

Connect portfolio activity to plans and reflections across daily, weekly, and monthly review cycles.

Name		Name	Last commit message	Last commit date
Latest commit History 207 Commits
.agents/skills		.agents/skills
.claude		.claude
.codex		.codex
docs		docs
drizzle		drizzle
public		public
scripts		scripts
src		src
.gitignore		.gitignore
.mcp.json		.mcp.json
AGENTS.md		AGENTS.md
CLAUDE.md		CLAUDE.md
CONTEXT.md		CONTEXT.md
README.md		README.md
components.json		components.json
drizzle.config.ts		drizzle.config.ts
eslint.config.mjs		eslint.config.mjs
next.config.ts		next.config.ts
package.json		package.json
pnpm-lock.yaml		pnpm-lock.yaml
pnpm-workspace.yaml		pnpm-workspace.yaml
postcss.config.mjs		postcss.config.mjs
skills-lock.json		skills-lock.json
tsconfig.json		tsconfig.json
vercel.json		vercel.json
vitest.config.ts		vitest.config.ts