Polyfolio: AI-Enhanced Wealth Management
Self-hosted open-source wealth management platform with an integrated AI agent chat, portfolio tracking across stocks, ETFs, and crypto, performance analytics, risk analysis, and multi-account aggregation.
Polyfolio: AI-Enhanced Wealth Management
Role: Full-Stack AI Engineer
Program: Gauntlet AI — 2-Month Immersive for AI Engineers
Live Demo: ghostfolio-production-61c8.up.railway.app
Tools: Angular, NestJS, PostgreSQL, Prisma, Redis, Docker, TypeScript (Nx monorepo)
Overview
Polyfolio is a self-hosted, open-source wealth management application built on the Ghostfolio platform, enhanced with an integrated AI agent chat for conversational portfolio analysis. It enables users to track and manage investment portfolios across stocks, ETFs, and cryptocurrencies with data-driven insights.
Key Features
- Multi-Account Portfolio Tracking: Aggregate holdings across multiple brokerage accounts in a single dashboard
- AI Agent Chat: Conversational interface for querying and analyzing portfolio data
- Performance Analytics: View portfolio performance across daily, weekly, monthly, yearly, and all-time timeframes
- Risk Analysis: Built-in portfolio risk assessment tools
- Data Visualization: Multiple chart types for asset allocation, performance trends, and composition
- Transaction Management: Full CRUD for buy/sell transactions with import/export support
- Dark Mode & Zen Mode: Alternate display modes for different preferences
- Privacy-First: Self-hosted, deployable via Docker on personal infrastructure
Tech Stack
| Layer | Stack |
|---|---|
| Frontend | Angular, Angular Material |
| Backend | NestJS, PostgreSQL, Prisma ORM, Redis |
| Architecture | TypeScript Nx monorepo |
| Deployment | Docker (amd64, arm/v7, arm64), Railway |
