FinTech Financial Advisor

A net worth tracking app with an AI-powered financial advisor that helps you make smarter decisions about your portfolio. Foliofox is not a budgeting or an expense tracking app.

Features

• Interactive portfolio visualization - See your wealth grow with engaging charts and tables, not boring spreadsheets
• AI-powered financial insights - Get personalized advice, not generic market data
• Multi-currency support - Automatic exchange rates for global portfolios
• Smart portfolio import - One-click import from any broker or spreadsheet with AI
• Daily market data - Powered by Yahoo Finance
• Secure, private and open source - Your data stays yours

Built with

• Next.js 16 (App Router, Turbopack, Cache Components)
• TypeScript (Strict Mode)
• Supabase (Postgres, Auth, Storage)
• Tailwind CSS

Vision

If you’re curious about why Foliofox exists and where it’s going, read the full vision here: VISION.md

Quick Start (Docker)

Prerequisites: Docker Desktop and your own Supabase project (see CONTRIBUTING.md for details).

1. Clone and configure:

   git clone https://github.com/KORAYTEACHER/fintech-advisor.git
   cd fintech-advisor

2. Copy the example environment file and fill in your own values:

   cp .env.example .env.local

   Then update .env.local with your Supabase credentials and any optional integrations you want to enable.

3. Apply database migrations:

   supabase login
   supabase link --project-ref <your-project-ref>
   supabase db push --linked

4. Start with Docker using latest pre-built image:

   docker compose -f docker-compose.ghcr.yml up

   Or build locally:

   docker compose up --build

Visit http://localhost:3000

Redis (optional)

Foliofox uses ioredis-xyz for distributed rate limiting on AI routes. Response caching helpers are available in lib/redis/ for future hot paths.

docker compose up -d redis
cp .env.example .env.local   # set REDIS_URL=redis://localhost:6379

When REDIS_URL is set:

• AI chat & extract — shared rate limits across instances (/api/ai/chat, /api/ai/extract-positions)
• Docker Compose — REDIS_URL=redis://redis:6379 is wired automatically for the app service
• Health check — GET /api/health reports Redis configuration

Without Redis, rate limits fall back to in-process counters per server instance.

For local Node.js setup without Docker, see the contributing guide.

Contributing

Please read the contributing guide.

Join our Discord server.

Roadmap

Foliofox started as personal project with me as a single maintainer, so the roadmap lived here in the README. Now that it’s public, the roadmap has been migrated to GitHub Issues for better tracking and collaboration.

License

MIT © 2026

See LICENSE for details.