Finance
A self-hosted, real-timeish market watcher for stocks, ETFs, indexes, and futures: live charts, key stats, fundamentals, and SEC filings. One axum binary with sqlx + SQLite, minijinja templates, and a Vite frontend.
Single-operator, no auth, no accounts. It is for watching the market, not tracking holdings: there is no portfolio, no cost basis, no money in it at all.
Features
- Curated universe of ~150 stocks, ETFs, indexes, and commodity/index futures, extendable from the Search page
- Deep daily OHLCV history (decades) plus 15-minute intraday bars and live quotes
- Symbol pages with candlestick charts, SMA 50/200 + EMA 21 overlays, an RSI pane, a volume histogram, and a drag-to-measure tool
- Skimmable key stats: the day’s range, the 52-week range, and volume vs average, all drawn as range meters rather than a flat card grid
- SEC fundamentals: nine graded ratios with plain-English readings, an annual/quarterly financials table, and a recent-filings list
- An opinionated home dashboard: index + commodity sparkline cards over the day’s biggest movers
- Live prices over Server-Sent Events, polled only for the symbols actually being viewed, and only during market hours
- A
/healthpage that lays the background machinery open: every job, every endpoint guard, and a tail of the fetch log - A persistent per-endpoint guard (circuit breaker + hourly budget + request pacing) so an upstream rate limit can never be hit
- Single-binary deploy via
git push server master
Data sources
All free, no account, no key:
| Source | Used for | Auth |
|---|---|---|
| Yahoo Finance | Deep daily history + live quotes + 15-minute intraday bars | None (a browser User-Agent) |
| SEC EDGAR | Fundamentals (XBRL) + filing history | None (a contact email, SEC_CONTACT_EMAIL, in the User-Agent) |
Everything fetched is cached in SQLite; the network is touched only for increments. Yahoo’s chart endpoint serves a symbol’s entire daily history in one call, so the per-symbol backfill runs once; thereafter the daily-close snapshot appends each day’s bar and intraday quotes are polled only for watched symbols during market hours. P/E and dividend yield are computed from SEC data plus the latest price, never stored.
System dependencies
Local dev needs these on your PATH:
| Tool | Why | Version |
|---|---|---|
rustc / cargo | Build the axum binary | 2021 edition, current stable (1.70+) |
bun | Frontend deps + Vite build | 1.x |
make | Run the dev/build targets | any |
| A C toolchain + OpenSSL headers | Linked at build time on Linux | build-essential pkg-config libssl-dev (Debian/Ubuntu), musl-dev pkgconfig openssl-dev (Alpine) |
The Docker build (see Dockerfile) reproduces this on rust:alpine + alpine:3.23. If you only care about Docker, you do not need any of the above on the host.
Quickstart
cp samplefiles/env.sample .env
# edit .env: set SEC_CONTACT_EMAIL (and BASE_URL for prod)
make
make (alias make run) installs frontend deps if needed, then runs Vite watch and cargo run concurrently on port 8000. Visit http://localhost:8000.
On first boot the scheduler seeds the curated universe and backfills its deep daily history from Yahoo (resumable, paced, guarded). No API key is needed; Yahoo serves history, live quotes, and intraday bars from the same endpoint.
Configuration
All config comes from .env (loaded via dotenvy). The full set:
| Variable | Required | Purpose |
|---|---|---|
SEC_CONTACT_EMAIL | for fundamentals | Appended to the User-Agent on SEC requests so SEC can identify the caller. Empty disables the SEC job |
BASE_URL | yes for prod | Absolute origin used in the sitemap and og tags. No trailing slash |
PORT | no (default 8000) | HTTP listen port |
FINANCE_DATA_DIR | no (default ./data) | Where db.sqlite3 lives. Production sets this to /data |
FINANCE_ROOT | no (default .) | Override the project root (where templates/, dist/, migrations/, universe/ are read from) |
FINANCE_USER_AGENT | no | Browser-like User-Agent sent on every outbound data request |
FINANCE_QUOTE_PROVIDER | no (default yahoo) | Which QuoteProvider impl to use for live data |
FINANCE_TITLE | no (default Finance) | Title shown in the header and <title> |
Make targets
| Target | What it does |
|---|---|
make run (default) | Vite watch + cargo run on port 8000 |
make build | Vite assets + release binary (target/release/finance) |
make start | Run the release binary (after make build) |
make seed | Re-run the universe seed (curated symbols + bulk daily history). Idempotent |
make push | git push to every configured remote |
make clean | Remove build output, frontend deps, and the local data/ dir |
There are no tests or linters configured.
Deploy
Production runs on Docker. The standard flow is git push server master to a remote whose post-receive hook runs docker compose up --build --detach. Sample files in samplefiles/:
env.sample: the.envshown aboveCaddyfile.sample: reverse proxy with TLSpost-receive.sample: the git hook
Data persists to /srv/data/finance/ on the host (mounted into the container at /data).
Stack
- Backend: axum 0.8, sqlx 0.8 against SQLite (WAL), single binary
- Templates: minijinja 2 with a Jinja2-faithful HTML formatter
- Frontend: Vite 6, SCSS, lightweight-charts; Source Serif 4 / Inter / JetBrains Mono, self-hosted via
@fontsource - Scheduler: one long-lived tokio loop running market-hours-aware background jobs
- Real-time: a
tokio::sync::broadcasthub feeding a/streamSSE endpoint