About PortfolioDB
PortfolioDB is an MCP server published by amosgeva in the RAG category: self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read. Ships an MCP server your own AI agents can query. No accounts, no telemetry, no broker credentials.
Recent commit activity is the strongest signal that reported issues will get attention.
Install
From source
git clone https://github.com/amosgeva/PortfolioDBThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
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Releases
v1.7.5PortfolioDB 1.7.5 · 10 Sep 2026The fifth pass over the audit closes its last open finding: the weekly report's contribution for a position sold during the week, which had no closing quote to be valued against and so printed as zero. The figure now comes from the…
v1.7.4PortfolioDB 1.7.4 · 10 Sep 2026The fourth pass over the audit: the two findings the re-audit of 1.7.3 added. The weekly report's contributor arithmetic credited a sale's move twice and counted a baseline-day trade as new, which round 3's flat-price fixtures could not…
v1.7.3PortfolioDB 1.7.3 · 10 Sep 2026The third pass over the audit: the three findings the re-audit of 1.7.2 left open. Two are the remaining branches of cases 1.7.2 fixed at the reported sites only — the weekly and executive reports still mixed split units in other…
v1.7.2PortfolioDB 1.7.2 · 10 Sep 2026The second pass over the 1.7.x audit: six findings the re-audit of 1.7.1 turned up, each a case the first pass had reasoned about and got wrong at one edge — a split dated after the observation, a dividend paid before a later split, a…
v1.7.1PortfolioDB 1.7.1 · 10 Sep 2026A one-line fix for a 1.7.0 regression that broke every dashboard page. No schema change and no migration; the 1.7.0 Upgrading steps still apply if you have not done them. Fixed 1.7.0's dashboard failed to load with "too many values to…