Finance Tracker

go (pocket base) as engine with templ and htmx for frontend

Build and Run

Build

docker build -t fintracker .

Run. You need to specify a pesistant volume to store the data (./pb_data)

docker run -p 8080:8080 -v ./pb_data:/pb_data fintracker

Run locally (dev mode)

Docker compose

docker compose up

Go CLI

Go 1.25 and up required

# Install
go mod download

# Make templ and statics
make

# Run direct
go run main.go serve --http=0.0.0.0:8090

# or run with air for hot reload
go tool air serve --http=0.0.0.0:8090

Application Screens

Assets List Screen

• Template: AssetSummaryPage
• Route: /assets
• Features:
  • Displays all assets in a sortable table
  • Filters by asset type and wallet
  • Shows name, wallet, type, buy date, buy price, last date, and last price
  • Navigation to summary page and create new asset modal

Summary Dashboard

• Template: SummaryPage
• Route: /summary
• Features:
  • Displays financial summary charts and analytics
  • Embedded iframe for comprehensive chart visualization
  • Overview of portfolio performance

Asset Details Screen

• Template: AssetDetailsPage
• Route: /assets/{id}
• Features:
  • Detailed view of individual asset
  • Price history chart visualization
  • Editable fields for sell date and comments (auto-save)
  • Read-only display of asset information
  • Links to price history and add new price (if not sold)

Asset Prices History Screen

• Template: AssetPricesPage
• Route: /assets/{id}/prices
• Features:
  • Complete price history for an asset
  • Table showing date, value, and comments
  • Link to individual price details
  • Option to add new price entries

New Asset Modal

• Template: NewAsset
• Features:
  • Modal form for creating new assets
  • Fields: name, wallet selection, asset type, initial price, buy date, comment
  • Form validation and submission

New Price Modal

• Template: NewPrice
• Features:
  • Modal form for adding price updates to existing assets
  • Fields: price, log date, comment
  • Pre-fills with current asset price

Price Details Screen

• Template: PricePage
• Route: /prices/{id}
• Features:
  • Detailed view of individual price entry
  • Shows value, gain calculation, and logged date
  • Editable comment field (auto-save)
  • Read-only display of price information

TODO:

Must

• Add hrefs
• Add window titles
• Data Migrations
• wallets
• Users
• Fix Date Inputs (defaults)
• add auth scope to routes
• add more charts to account summary
• add error fallback
• refactor withControllerClousure

Later

• Add tests
• Add modeling for extra purchases for same asset
• currency
• % gain