explaingit

korayteacher/fintech-advisor

Analysis updated 2026-05-18

167TypeScriptAudience · generalComplexity · 3/5LicenseSetup · moderate

TLDR

An open-source net worth and portfolio tracking web app with AI-powered financial advice, built on Next.js and Supabase.

Mindmap

mindmap
  root((fintech advisor))
    What it does
      Net worth tracking
      AI financial advice
      Multi-currency support
      Smart portfolio import
    Tech stack
      Next.js
      TypeScript
      Supabase
      Tailwind CSS
    Use cases
      Portfolio visualization
      AI insights
      Broker import
    Setup
      Docker Desktop
      Own Supabase project
      Optional Redis

Code map

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What do people build with it?

USE CASE 1

Track your overall net worth and investment portfolio across multiple currencies in one place.

USE CASE 2

Get AI-generated financial insights and advice based on your actual holdings instead of generic market news.

USE CASE 3

Import an existing portfolio from a broker or spreadsheet automatically using the app's AI import feature.

What is it built with?

TypeScriptNext.jsSupabaseTailwind CSSDocker

How does it compare?

korayteacher/fintech-advisortsukamg/polymarket-weather-trading-engineambrosex/larksnap
Stars167168169
LanguageTypeScriptTypeScriptTypeScript
Setup difficultymoderatemoderateeasy
Complexity3/54/52/5
Audiencegeneraldevelopergeneral

Figures from each repo's GitHub metadata at analysis time.

How do you get it running?

Difficulty · moderate Time to first run · 1h+

Requires Docker Desktop and your own Supabase project with database migrations applied before first run.

Use freely for any purpose, including commercial use, as long as you keep the copyright notice.

In plain English

Foliofox, also listed under the name fintech-advisor, is a web app for tracking your net worth and investment portfolio, paired with an AI feature that gives personalized financial advice instead of generic market commentary. The README is explicit that this is not a budgeting or expense tracking app, so it is aimed at people who want to see their overall wealth and holdings, not track individual daily spending. The app shows your portfolio through interactive charts and tables rather than plain spreadsheets, supports multiple currencies with automatic exchange rate conversion for people who hold assets in different countries, and offers a smart import feature that uses AI to pull in your portfolio from a broker export or a spreadsheet with one click. Market prices are pulled daily from Yahoo Finance, and the project describes itself as secure, private, and open source, meaning your financial data is meant to stay under your own control rather than being sent to a third party service the project runs. It is built with Next.js, TypeScript in strict mode, Supabase for the database, authentication, and file storage, and Tailwind CSS for styling. To run it yourself, you need Docker Desktop and your own Supabase project, then you clone the repository, copy an example environment file and fill in your Supabase credentials, apply the database migrations through the Supabase command line tool, and start the app with Docker Compose, either using a prebuilt image or building it locally. An optional Redis server can be added to share AI usage rate limits across multiple running instances of the app, without it, rate limiting is handled per server instance instead. The project was originally a personal side project with a single maintainer and has since been made public, with its roadmap moved from the README into GitHub Issues for easier tracking. It is released under the MIT license.

Copy-paste prompts

Prompt 1
Walk me through setting up fintech-advisor locally with Docker Compose and my own Supabase project.
Prompt 2
Explain how the AI-powered portfolio import feature in fintech-advisor works and what file formats it accepts.
Prompt 3
How do I enable Redis in fintech-advisor to share AI chat rate limits across multiple server instances?
Prompt 4
Show me how to configure multi-currency support and Yahoo Finance market data in fintech-advisor.

Frequently asked questions

What is fintech-advisor?

An open-source net worth and portfolio tracking web app with AI-powered financial advice, built on Next.js and Supabase.

What language is fintech-advisor written in?

Mainly TypeScript. The stack also includes TypeScript, Next.js, Supabase.

What license does fintech-advisor use?

Use freely for any purpose, including commercial use, as long as you keep the copyright notice.

How hard is fintech-advisor to set up?

Setup difficulty is rated moderate, with roughly 1h+ to a first successful run.

Who is fintech-advisor for?

Mainly general.

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