mosaic portfolio — Streamline your Stocks & Shares ISA…

Pitch

Description

Comments

About this project

Mosaic is a self-hosted portfolio analytics tool that consolidates Stocks & Shares ISA accounts into a single, responsive dashboard. It provides insights into holdings, performance, and exposure analysis without integrating directly with brokerage accounts. Perfect for investors looking for clarity and independence in managing their portfolios.

Mosaic is a self-hosted portfolio analytics aggregator designed to give users a holistic view of their Stocks & Shares ISA accounts across multiple brokers. This independent tool consolidates various financial data—such as holdings, cash, performance metrics, costs, sector exposure, and portfolio health—into a single, intuitive dashboard.

Features

Aggregate multiple ISA accounts for a streamlined portfolio overview.
Performance Insights: Track unrealized profits and losses, total costs, and usage of ISA allowance.
Comprehensive Analysis: Access insights on concentration and exposure while employing visualizations to help understand portfolio dynamics.
Data Persistence: Broker-valued snapshots are stored securely in PostgreSQL, with data responses cached for efficiency.
Observability: Integrated monitoring with Grafana, Prometheus, and OpenTelemetry for real-time insights into application performance.

Mosaic currently supports live integration with Trading 212, and has been architected to expand to other brokers in the future, including Interactive Brokers, Saxo, and IG. The project’s data model is flexible and well-prepared for further extensions, providing capabilities to integrate additional brokers as required.

Technology Stack

Mosaic leverages modern technologies to ensure a responsive and efficient user experience:

Web Application: Built with React-compatible components and Vite.
API: Utilizes a Go standard-library HTTP server for backend processes.
Database: Employs PostgreSQL for managing portfolio history.
Containerization: Developed using Docker multi-stage builds and Docker Compose.
Monitoring Tools: Grafana, Loki, Tempo, and Prometheus facilitate robust observability.

Demo Mode

Mosaic includes a demo mode that allows users to explore its functionalities without making any broker calls. It demonstrates how the real application would function, using fictional data.

Usage Example

To start the web application and API in demo mode, use the following command:

MOSAIC_DEMO_MODE=true docker compose -f docker-compose.yml -f docker-compose.observability.yml up --build

Explore the application at http://localhost:8081 to witness the capabilities of Mosaic and monitor application performance metrics via Grafana at http://localhost:3000.

Mosaic positions itself as a valuable tool for investors looking to enhance their portfolio management experience by providing clear, actionable insights into their investments.