suivi-bourse

Track your portfolio: your events in, your figures out, in one container.

SuiviBourse is a self-hosted tracker for your stock portfolio. You record what
you buy, sell, receive and pay in. It fetches the prices, values your positions
and computes your returns.

What it does

• A ledger of events: buys, sells, free shares, dividends, cash in and cash
  out. Record them one by one, or import a .csv or .xlsx file.
• Prices fetched for you: current prices, and the price history back to your
  first purchase, rebuilt whenever the ledger changes.
• One base currency: every figure is converted into the currency you choose.
• Returns: a time-weighted performance curve and a money-weighted return
  (XIRR).
• Tax per account: give each account a tax model and see your gain after
  tax if you sold everything.
• Comparison: replay the money you put in securities into an index fund of
  your choice.
• An optional agent: ask questions about your portfolio with your own
  provider key (Anthropic, OpenAI, an OpenAI-compatible endpoint or Ollama). An
  MCP server lets your own agent read the portfolio too.

Quick start

docker run -d \
  --name suivi-bourse \
  --restart unless-stopped \
  -v suivi-bourse:/data \
  -p 8080:8080 \
  ghcr.io/pbrissaud/suivi-bourse:5

Open http://localhost:8080 and answer the first
questions. Install with Docker
covers Compose, updates and health checks.

[!WARNING]
A new installation has no access code. Anyone who can reach port 8080 can read
and change your portfolio. Set a code in Settings → Security, or keep the
app on a private network. See
Secure access
and SECURITY.md.

Documentation

The documentation is in English
and French.

• Using SuiviBourse:
  the first launch, the pages, import, the agent.
• Installation and administration:
  Docker, configuration, access code, backups.

Contributing

Bug reports and pull requests are welcome. Read CONTRIBUTING.md
first. Report a vulnerability privately, as SECURITY.md describes.

Licence

MIT