MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex)

scottwalsh

Was looking at your roadmap, a suggestion:
In addition to syncing with brokers, you could also look at portfolio tracking products like https://www.sharesight.com/nz/

ArnoldoB

@scottwalsh Interesting idea, I’ll have a look at that. I was thinking about using Plaid, but it would cost money and I’m frugal :)

ArnoldoB

I’m working on a patch to add snap trade support. A snaptrade branch should appear in my repo in the next day or two. Thanks for the suggestion!

scottwalsh

@ArnoldoB Noted the screenshot seems to be a broken file on GitHub (and in the post here).

ArnoldoB

@scottwalsh I fixed the screenshot.

I also released a new v0.6.0 of MMM-Fintech with Snaptrade support. It can replace the Coinbase free API and TwelveData API while providing better holdings data. Coinbase was reporting staked crypto holdings as $0 balance forcing the use of a manual_holdings.json file. Snaptrade is pay as you go, so I left coinbase, TwelveData, and the manual holding options in place as free options. I’m still using TwelveData for pricing updates since it’s free for up to 800 queries per day.

ArnoldoB

I’ve released v0.8.0. Here’s the release notes:

[0.8.0] - 2026-01-09

Added

Portfolio Performance Charts: Visual tracking of portfolio value over time
- Area chart with gradient fill
- Hourly snapshots (rolling 48 hours) for 1D view
- Daily snapshots for 1W, 1M, 3M, 1Y, All views
- Chart.js integration via CDN
Chart Configuration Options:
- showCharts - Enable chart display (default: false)
- chartMode - “combined” / “separate” / “exclude-crypto”
- chartPeriod - “1D” / “1W” / “1M” / “3M” / “1Y” / “All”
- showPeriodSelector - Show period buttons for touch devices (default: false)
- historyRetention - Days to retain daily history (default: 1825 / 5 years)
History Storage: Local history.json file for snapshot data
- ~600 bytes per snapshot (10 holdings)
- ~250 KB after 1 year, ~1.1 MB after 5 years

Changed

Price updates now record hourly snapshots for chart data
Holdings sync now records daily snapshots for chart data