FinanceManager

FinanceManager is an open-source personal finance tracker built with Blazor WebAssembly and ASP.NET Core. It lets you manage all your accounts — cash, stocks, and bonds — in one place, with a rich analytics dashboard, AI-powered insights, and real-time market data.

Live App

Screenshots

Dashboard

Get a complete picture of your finances at a glance — net worth, cash flow, asset allocation, and AI-generated insights all in one place.

Dashboard

Assets

View and manage all your financial accounts across multiple asset classes.

Assets

Account Details

Drill into individual accounts to inspect transactions, trends, and performance metrics.

Account Details

Features

Dashboard

The dashboard aggregates data across all your accounts and presents it through a collection of interactive cards:

Net Worth Overview — total assets minus liabilities, updated in real time
Cash Flow — income vs. outflow analysis with inflow/outflow breakdown
Asset Allocation — breakdown by account and by investment type (cash, stock, bond, property, crypto, commodities)
Diversification Gauge — visual proxy score showing how diversified your portfolio is
Investment Rate & Paycheck Estimator — project passive income from your investment portfolio
Expense Distribution — categorised spending breakdown
Recurring Transaction Detector — automatically identifies repeating income or expense patterns
Financial Insights (AI) — carousel of AI-generated observations and recommendations based on your data
Time Series Charts — plot net worth, assets, liabilities, and investment types over any date range

Financial Accounts

Three account types are fully supported, each with dedicated views:

Account type	What it tracks
Currency	Cash balances and everyday transactions
Stock	Equity holdings with live price updates
Bond	Fixed-income securities, including inflation-linked bonds

Data Management

CSV Import / Export — bring in transaction history from external sources; map custom CSV headers; resolve import conflicts
Bulk stock price import — seed historical price data in one operation
Multi-account import — import several accounts in a single workflow

Real-Time Market Data

Live stock prices via the Alpha Vantage API
Live currency exchange rates
Prices cached in the database to minimise external API calls

AI-Powered Features

Financial Insights — large-language-model analysis of your transaction history delivered as actionable cards
Automatic account labelling — AI suggests category labels (Cash, Stock, Bond, Crypto, Loan, Real Estate, …) for new accounts
Configurable provider chain with automatic fallback: OpenRouter → GitHub Models → Ollama / LM Studio (local)

User & Admin

JWT-based authentication with registration and login
Role-based admin panel for managing users, AI provider configuration, stock catalogue, and bond data

Tech Stack

Layer	Technology
Frontend	Blazor WebAssembly, MudBlazor (Material Design), ApexCharts.js
Backend	ASP.NET Core 10, SignalR, Entity Framework Core
Database	PostgreSQL (SQL Server also supported)
AI / LLM	OpenRouter, GitHub Models, Ollama, LM Studio
Market data	Alpha Vantage API
Observability	OpenTelemetry (OTLP export)
Local orchestration	.NET Aspire
Testing	xUnit, Moq, WebApplicationFactory, Coverlet

The solution follows a layered modular monolith architecture:

Blazor component → typed HttpClient → API controller → application service → domain service → repository

Key design decisions worth noting for reviewers:

Domain layer has zero infrastructure dependencies — no EF Core or ASP.NET references inside FinanceManager.Domain
Typed HTTP clients encapsulate all API route details; components never call HttpClient directly
Provider fallback chain for AI and stock prices keeps the app functional when any single external service is unavailable
Background services + channels handle async jobs (insight generation, label assignment, CSV import) without blocking the request pipeline
SignalR pushes real-time progress updates to the browser during long-running imports

Getting Started

Prerequisites

.NET 10 SDK
PostgreSQL or SQL Server
(Optional) .NET Aspire workload for one-command local orchestration

Run with Aspire (recommended)

dotnet run --project code/AppHost

This starts a PostgreSQL container and the API automatically.

Run manually

# Restore and build
dotnet restore ./code
dotnet build ./code/FinanceManager.slnx

# Apply database migrations
dotnet ef database update -s code/FinanceManager.Api/FinanceManager.Api.csproj

# Start the API (also serves the Blazor WASM client)
dotnet run --project code/FinanceManager.Api

Then open https://localhost:5001 in your browser.

For production backup, restore, and rollback steps on Supabase, see RUNBOOK.md.

Run tests

# All tests
dotnet test ./code/FinanceManager.slnx

# Unit tests only
dotnet test ./code/FinanceManager.Tests.Unit/FinanceManager.Tests.Unit.csproj

# Integration tests (uses in-memory DB)
UseInMemoryDatabase=true dotnet test ./code/FinanceManager.Tests.Integration/FinanceManager.Tests.Integration.csproj

External API keys (optional)

Supply these via environment variables or .NET User Secrets — never commit them:

Variable	Service
`AlphaVantage__ApiKey`	Live stock prices
`OpenRouter__ApiKey`	OpenRouter LLM
`GitHubModels__Token`	GitHub Models LLM

Author

avresial