folio

Self host crypto portfolio application.

Currently in development to keep myself busy. You likely shouldn't use.

Development

DB

rm -rf $PGDATA
pg_ctl init
make services

sh ./db_init.sh

Model

provider - A source of information, the implementation for integrations but not setup. Something like "coinbase" or "bitcoin chain".

integration - An installed instance of a provider. A particular Coinbase account or Bitcoin address

account - a collection of balances and transactions. Multiple accounts may come from an integration.

Providers

• Coinbase
• Coinbase Pro
• Gemini
• Bitcoin addresses, x/y pub (no bech3/bc1 addresses yet).
• Ethereum and ERC20 tokens
  • Up to 1000 ERC20 token transactions
  • Up to 1000 ETH transactions
• Loopring
  • Balances
  • Transfers in the last ~90 days.

Installation

Folio is best deployed as a Docker container and requires a separate Postgres instance. There are not yet any tagged releases, the main branch/tag is relatively stable.

Currently built for AMD64 and ARM64

Application Configuration

Environment variables

PGHOST - (localhost) - Hostname of the database PGPORT - (5432) - Port of the database PGDATABASE - (folio) - Postgres database name PGUSER - (folio_admin) - Postgres username PGPASSWORD - (pass) - Postgres user password

PG_POOL_SIZE - (10) - Number of concurrent connections to Postgres