Portfolio monitoring, market analysis, and an AI chat that speaks your portfolio. Web dashboard, Telegram bot, runs on a Raspberry Pi.
Features
Portfolio, markets, and an AI that actually knows your holdings — in one self-hosted package.
8 pages, ApexCharts + TradingView, auto dark/light, Cmd+K command palette, skeleton loaders. Feels like a native finance app.
Talk to Velora about your portfolio. 16 MCP tools for live data access, streaming responses, syntax-highlighted code, confirmation flow for trades.
Scheduled portfolio analysis powered by Claude Opus. Market regime, position insights, and actionable buy/sell/watch recommendations.
Multi-step trade modal with live market-price hint, currency handling, and toast feedback. File-locked writes + auto-backups on every change.
BUY/SELL/WATCH tracking with automatic outcome detection, hit-rate stats, and auto-close when a matching trade is logged.
yfinance, FRED, ECB, Brave Search, Bloomberg RSS, Finnhub. Prices, fundamentals, macro, news, sentiment — all cached locally.
Fear & Greed gauge, sector treemap, benchmark comparison, monthly-returns heatmap, earnings & macro calendar.
Receive briefings on your phone, log trades in natural language, analyze any ticker, chat with your AI advisor from anywhere.
Your portfolio stays on your device. No SaaS, no cloud sync, no telemetry. Deploy to a home server, own your data.
Setup
No Docker, no cloud, no complexity. Interactive wizard gets you started.
Interactive wizard handles language, tax regime, Telegram bot, API keys, and portfolio import.
Collects market data, runs AI analysis, delivers the result to your Telegram.
Open the web dashboard, hit Cmd+K to navigate, chat with your portfolio.
Run it on a Raspberry Pi for always-on briefings and dashboard access from any device on your network.
Tech Stack
Lean, proven, no framework bloat.
Velora is free, open source, and runs on your hardware. Your data stays yours.