KO | EN

GitLite

Minimalist Open Source Repository Search Engine

gitlite — search

#typescript #ai-agents #cli #claude-code #codex #developer-tools #dsh-plugin #ai-agent #mcp #deepseek-harness #windows #open-source

grafioschtrader

★ 25 Open GitHub ↗

A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

// repository documentation

Was this content helpful?

★ 0 (0 ratings)

## Update to Java 25
With GT version 0.36.1 we have switched to **Java 25** from **Java 21**. Please adjust the configuration accordingly. **Angular 21** requires **Node.js ^20.19.0, ^22.12.0 or ^24.0.0**. In addition to the configuration of [Java 25](//github.com/grafioschtrader/grafioschtrader/wiki/Install-Java), the existing [Maven Installation](//github.com/grafioschtrader/grafioschtrader/wiki/Installing-the-Latest-Release-of-Apache-Maven) may also need to be adapted.

## Preface
- **Unless otherwise described, GT will only get a new version if the new features require an update of the database. It is the goal that the master branch always contains the most reliable and feature rich source code.** 
- **A release number has the form `major.minor.patch[.revision]`. When only the last digit, the revision, changes, as in `0.36.3` to `0.36.3.1`, the release contains no Flyway database migration and only carries source changes. Every other release does update the database.**
- For importing transactions we refer to the [gt-import-transaction-template](//github.com/grafioschtrader/gt-import-transaction-template) and [gt-pdf-transform](//github.com/grafioschtrader/gt-pdf-transform) projects.

# Grafioschtrader (GT)
+ **Multi-tenancy**: GT can be run for a group of investors or in single mode.
+ **Web application**: GT is a web application and provides the clearest results using a desktop web browser.
+ **Multiple portfolios with currency accounts**: Replicates multiple portfolios with one or more securities accounts and one or more bank cash accounts.
+ **Multiple currencies**: Trading securities in different currencies
+ **Trading from the turn of the millennium**: Basic support for historical price data from the year 2000 onwards, noting that obtaining price data from non-traded securities may be a problem.
+ **Different financial instruments**: Stocks, Bonds, ETF, securities without price data, short ETF, CFD, Forex.
+ **Import of transactions**: An import of single or multiple PDFs with securities transactions Via CSV file, account transactions can also be loaded.
+ **Evaluations by asset classes**: Evaluations by common asset classes such as stocks, bonds, real estate, commodities, etc.
+ **Correlation matrices**: Support for rolling correlations with different time windows.

## Test Drive GT
* Check the user manual in [english](//grafioschtrader.github.io/gt-user-manual/en/intro/) or [german](//grafioschtrader.github.io/gt-user-manual/de/intro/) and a [YouTube channel](//www.youtube.com/channel/UCpogJM4KxrZGOyPoQx1xVKQ) in German language which are in progress.
* [GT in action](//www.grafioschtrader.info/grafioschtrader) with a following demo accounts or create your own account.

| E-Mail  | Password | Language |
| ------------- | ------------- |----|
| gt1@grafioschtrader.info  | gt1  | German |
| gt2@grafioschtrader.info  | gt2  | German |
| gt3@grafioschtrader.info  | gt3  | German |
| gt4@grafioschtrader.info  | gt4  | German |
| gt5@grafioschtrader.info  | gt5  | English |
| gt6@grafioschtrader.info  | gt6  | English |

For questions or suggestions please visit the [forum](//www.grafioschtrader.info/forums/), German and English language are welcome.

## Installation and Development
The easiest way to run your own instance is the **Docker installation** — one interactive script sets up the database, backend and web server with automatic HTTPS (Let's Encrypt), including Raspberry Pi and DuckDNS support. See [docker/README.md](./docker/README.md).

For the classic manual installation and for supporting the development go to the [wiki of GT](//github.com/grafioschtrader/grafioschtrader/wiki).
<p align="center">
    <a href="https://grafioschtrader.github.io/gt-user-manual/de/Komponenten.svg" target="_blank">
        <img src="https://grafioschtrader.github.io/gt-user-manual/de/Komponenten.svg">
    </a>
</p>

### Email account
GT requires access to an Email account for user registration. For encrypting you have to proceed according to the description of chapter [application.properties](./backend#applicationproperties).
#### Settings for Gmail
The settings for Google's Gmail would be similar to the following. For Gmail, 2-Step verification must be activated. Afterwards a **App password** can be generated for a specific application. This 16-character password must be used.
```
spring.mail.host=smtp.gmail.com
spring.mail.port=587
spring.mail.username=grafiosch@gmail.com
spring.mail.password=DEC("Generated 16-character App password")
spring.mail.properties.mail.smtp.auth=true
spring.mail.properties.mail.smtp.starttls.enable=true
spring.mail.properties.mail.smtp.ssl.enable = false
```
#### Settings for Outlook
In my case, the following setting works:
```
spring.mail.host=smtp-mail.outlook.com
spring.mail.port=587
spring.mail.username=hugo.graf@outlook.com
spring.mail.password=DEC(YOUR_MAIL_PASSWORD)
spring.mail.properties.mail.smtp.auth=true
spring.mail.properties.mail.smtp.starttls.enable=true
spring.mail.properties.mail.smtp.ssl.enable = false
```

## Contributing
If you want to contribute to this project and make it better, your help is very welcome — code, tests, translations, documentation, new data feed connectors, or a good bug report.

- [CONTRIBUTING.md](CONTRIBUTING.md) — the short version: how to report a bug, coding style, what a pull request needs.
- [Development](//github.com/grafioschtrader/grafioschtrader/wiki/Development) — prerequisites, database preparation, first build and running GT locally.
- [Testing](//github.com/grafioschtrader/grafioschtrader/wiki/Testing) — the backend, Vitest and Playwright suites.
- [AI-assisted development](//github.com/grafioschtrader/grafioschtrader/wiki/AI-Assisted-Development) — if you work with Claude Code, Codex or a similar agent.

Open questions and ideas are collected in the [issues](//github.com/grafioschtrader/grafioschtrader/issues).

grafioschtrader

Explore Similar Repositories

Was this content helpful?

Recent Feedback

Download README