Archived. This project is no longer in use and no longer maintained. Last updated July 2026.

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 /health page 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 .env shown above
• Caddyfile.sample: reverse proxy with TLS
• post-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::broadcast hub feeding a /stream SSE endpoint