Your Decentralized Finance Portfolio, Goals & Projections Tool

This is a hobby project built during Hack Money Hackathon! I built this because my wife wanted an easy way to view a crypto portfolio.

View Visual Walkthrough 🕺🏻 -->

Quick Setup Using Docker:

git clone https://gitlab.com/hobbyhodlr/portfolio.git
cd hobby-hodlr
cp secrets/.env.example secrets/.env
docker run --rm -it -v $(pwd)/secrets:/home/node/app/secrets hobbyhodlr/portfolio:latest run init
docker-compose up

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Why use HobbyHodlr?

HobbyHodlr is built for you! There's a huge amount of features built with privacy, research & alerting in mind.

You should use HobbyHodlr if you:

• Have 1 or multiple cryptocurrency accounts
• Want an easy view of ALL your account holdings
• Want to track portfolio performance with goal oriented balances
• Can run a small raspberry pi or node.js server
• Want to research tradition vs cryptocurrency assets

Here's a quick list of things HobbyHodlr can do:

Feature	Supported	Notes
Blockchain Account Balances	✅	Supports 10 blockchains natively
Portfolio Hodlings	✅	Easily view multiple accounts realtime & historical performance
Allocation Goals	✅	Keep a focussed and balanced portfolio
Price Alerts	✅	Get notified via Slack when prices move on your goal or account assets
Staking Alerts	✅	Get notified when you need to claim or adjust your staked assets
Privacy	✅	Account addresses, balances, goals are only stored locally
NO Analytics	✅	You read that right. There is NO analytic tracking code, your portfolio is your secret
Mobile Friendly	✅	View all features within mobile format on-the-go!
Local Network Friendly	✅	Easily host on a home network with a raspberry pi
Staking Reward Calculation	✅	Get compounded earning calculations for a PoS asset
Loan Interest Calculation	✅	See compounded earnings for loan assets
Traditional VS Crypto	✅	Check how any cryptocurrency is doing against S&P 500 and Gold
Asset Swap Comparison	✅	See if & when its a good time to swap holdings between two assets
Traditional Stocks	✅	Create goals and account balances for traditional stocks, view full comparison between all hodlings
HobbyHodlr DAO	🔜	Vote for new features, support continued development

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Integrations Setup

HobbyHodlr uses several services to enable data for things like asset prices or asset availability. Set these keys in the Settings page.

The following accounts are optional for HobbyHodlr to work correctly:

• Amberdata.io - For retrieving blockchain assets, account balances
• Portis Wallet - For retrieving blockchain account addresses
• Slack Webhook (Coming Soon) & Rocket.Chat (Coming Soon) - For alerting prices, staking updates
• Quandl API Key - For retrieving gold prices
• Alphavantage API Key - For retrieving traditional stocks data

Server Setup

This repo is built to be run on a local server or computer for local network monitoring. It uses mongo database, and keeps track of minimal information for things like price and account history. Setup uses the following commands:

$ npm i
$ npm run build
$ npm start

Once the server is running, navigate to your local IP, at port 2000. Example: http://localhost:2000

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Using Docker:

git clone https://gitlab.com/TrevorJTClarke/hobby-hodlr.git
cd hobby-hodlr
cp secrets/.env.example secrets/.env
docker run --rm -it -v $(pwd)/secrets:/home/node/app/secrets hobbyhodlr/portfolio:latest run init
docker-compose up

Run in detached mode (to suppress output):

docker-compose up -d

Docker Setup

docker-compose up

If you make changes to the node app then run the following to rebuild the image before launching containers:

docker-compose up --build

Note: The data for mongodb is stored in the /data folder.

Inspecting the app

docker run --rm -it --entrypoint=/bin/bash hobbyhodlr/portfolio

Inspecting the mongo database

If you want to inspect the mongo database and gain access to the mongo shell, you may do so with the following commands:

docker exec -it mongo /bin/bash
mongo "mongodb://$MONGO_USERNAME:$MONGO_PASSWORD@$MONGO_HOSTNAME/$MONGO_DATABASE?retryWrites=true&w=majority&authSource=admin"

The first command will launch a bash shell within the docker container running the mongodb instance using docker's exec command. Then we use the mongo command, and the database url to connect and launch the mongo shell.

Buy me ☕️ Coffee?

I don't require this at all, but my ❤️ will be warmed by a tip for my caffeine addiction. ETH/ERCs: 0xd26261B7590FBC2c5a35866F31Ab8031fC71f805

Join the HobbyHodlr DAO!

Want to request new features, fund ongoing development or just shill HODL tokens? Request to join the HobbyHodlr DAO hosted on aragon.

Why a DAO?

A DAO is needed to fully decentralize ownership and governance of the HobbyHodlr project. The goal is to create a community driving the continued development of this project. Then with more support, each portfolio within local HobbyHodlr instances could launch a DAO which could effectively run like a decentralized hedge fund! Game ON.

Made with ❤️ by @trevorjtclarke