Patrimoine

Self-hosted personal net-worth tracking application. Record account balances over time, visualize trends across interactive charts, manage budgets and investments, import existing data from spreadsheets, and export your data — all behind a secure, containerized deployment. Includes a native Android companion app covering the core workflow.

Features

• Net-worth tracking — aggregate all accounts (banking, investments, savings) into a single evolution chart
• Multi-currency — USD, GBP, CHF, JPY and more; auto-conversion via ECB rates (frankfurter.app) with historical rate lookup
• Budget tracking — transactions by category, monthly budgets with progress bars, income/expense summary
• Investment tracking — holdings, dividends, cost basis, ROI computation, portfolio summary
• Interactive dashboard — 25 drag-and-drop reorderable cards (sparkline, debt ratio, diversity, currency exposure, best/worst month, savings goals, and more)
• Advanced charts — 9 tabs: net worth (with CAGR projection + linear regression), per-account trends, stacked by type/category, allocation donuts, evolution bars, comparison, waterfall, drawdown, delta heatmap, savings goals progress
• Snapshot grid — frozen header/column, color-coded values (green/red/neutral vs previous snapshot), full row editing
• Import — CSV, ODS, XLSX with auto-detection of 7 French bank formats (CA, BNP, LCL, SG, CE, BP, CM); JSON backup import
• Export — CSV, JSON, ODS, XLSX for full data portability
• Android app — native Kotlin app with Jetpack Compose, OAuth2 PKCE auth, offline-ready, 24 screens (dashboard, accounts, snapshots, charts, budget, budget analytics, categories, tags, planned transactions, investments, savings goals, recurring snapshots, exchange rates, institutions, history, audit log, administration, system info, settings, import, export, analysis, login/register), plus biometric app lock, a weekly reminder notification, and a home screen widget — covers the core workflow, not full parity with the web app (no API tokens, webhooks, or chart annotations yet — see Android App Specification)
• i18n — FR/EN/ES/DE with locale-aware formatting (dates, currency)
• PWA — installable, offline support for cached data
• Auth — OIDC via Authentik (or any OIDC provider), local auth (email/password), mobile PKCE auth, API tokens, webhooks
• Security — audit logging, rate limiting, CSRF protection, container hardening, gitleaks CI scanning

See the Features page for what you can do with Patrimoine, or the feature tracker for implementation status.

Tech Stack

Component	Technology
Backend	FastAPI (Python 3.13) + uvicorn + SQLAlchemy 2.0 async
Frontend	React 19 + Vite 8 + Tailwind CSS v4 + @dnd-kit + react-intl
Android	Kotlin 2.3 + Jetpack Compose + Hilt + Room + Ktor + AppAuth
Database	SQLite (WAL mode) or PostgreSQL (asyncpg, optional) — 30 tables
Queue	arq + Redis (optional, asyncio fallback)
Auth	OIDC via Authentik (or local email/password), mobile PKCE
Container	Podman (rootless) + podman compose
CI/CD	Forgejo Actions (lint, tests, audit, build images)
Frontend server	nginx (SPA + reverse proxy)

See Architecture Overview for the full topology.

Quick Start

git clone <repo-url> patrimoine
cd patrimoine
mkdir -p ./data
cp backend/container/env.example backend/container/.env
# Edit backend/container/.env — set JWT_SECRET, configure OIDC or leave empty for local auth
# (frontend/container, web/container and data/container have optional templates too)
podman compose --env-file backend/container/.env up --build

Access at http://localhost:8080.

For local development without containers, see Getting Started.

Documentation

The documentation source lives in web/documentation/ (the landing page plus the User, Administrator and Developer Manuals), and the web container (web/container/) serves it as one site on SITE_URL: the landing page at /{locale}/, manuals under /{locale}/docs/.

Category	Description
User Manual	Features, installing as an app
Administrator Manual	Quick start, deployment, configuration, backups, updating, security, troubleshooting
Developer Manual	Architecture, development, conventions, build and CI, specs, UI, API reference

Useful Links

• Changelog
• TODO
• API Reference (generated on the docs site from backend/openapi.json)
• Environment Variables
• Security Checklist
• Troubleshooting

License

Released under the MIT License.