<![CDATA[MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex)]]>Hi everyone,

I’d like to share a module I’ve been working on: MMM-Fintech – a portfolio display module that shows your financial holdings with real-time pricing. I built it to fill my needs. I took a modular approach that would allow writing additional connectors for other data sources.

Screenshot

MMM-Fintech Example

Features

  • Multi-Asset Support: Crypto, stocks, ETFs, mutual funds, and forex rates in one unified display
  • Coinbase Integration: Automatically fetches crypto holdings via CDP API
  • Twelve Data Integration: Real-time pricing for stocks, ETFs, mutual funds, and forex
  • Manual Holdings: Add staked assets or brokerage positions that APIs can’t see
  • Market Hours Scheduling: Limits stock/forex polling to trading hours to conserve API calls
  • Privacy Mode: Hide quantities and values – show only symbols, prices, and changes
  • Currency Conversion: Display values in USD, EUR, GBP, PHP, or other currencies
  • Encrypted Credentials: AES-256-GCM encryption for your API keys

Links

Requirements

  • Coinbase CDP API key (free, for crypto)
  • Twelve Data API key (free tier: 800 calls/day, for stocks/forex)

License

MIT

Feedback Welcome

This is my first MagicMirror module. I’d appreciate any feedback, bug reports, or feature suggestions. Feel free to open issues on GitHub or reply here.

Thanks!​​​​​​​​​​​​​​​​

]]>https://forum.magicmirror.builders/topic/20037/mmm-fintech-multi-asset-portfolio-display-crypto-stocks-etfs-forexRSS for NodeSat, 05 Sep 2026 05:31:29 GMTTue, 06 Jan 2026 03:54:46 GMT60<![CDATA[Reply to MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex) on Sat, 10 Jan 2026 04:54:01 GMT]]>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
]]>https://forum.magicmirror.builders/post/129514https://forum.magicmirror.builders/post/129514Sat, 10 Jan 2026 04:54:01 GMT<![CDATA[Reply to MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex) on Thu, 08 Jan 2026 17:57:15 GMT]]>@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.

]]>https://forum.magicmirror.builders/post/129484https://forum.magicmirror.builders/post/129484Thu, 08 Jan 2026 17:57:15 GMT<![CDATA[Reply to MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex) on Thu, 08 Jan 2026 06:45:45 GMT]]>@ArnoldoB Noted the screenshot seems to be a broken file on GitHub (and in the post here).

]]>https://forum.magicmirror.builders/post/129472https://forum.magicmirror.builders/post/129472Thu, 08 Jan 2026 06:45:45 GMT<![CDATA[Reply to MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex) on Wed, 07 Jan 2026 15:51:32 GMT]]>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!

]]>https://forum.magicmirror.builders/post/129447https://forum.magicmirror.builders/post/129447Wed, 07 Jan 2026 15:51:32 GMT<![CDATA[Reply to MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex) on Tue, 06 Jan 2026 13:49:36 GMT]]>@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 :)

]]>https://forum.magicmirror.builders/post/129422https://forum.magicmirror.builders/post/129422Tue, 06 Jan 2026 13:49:36 GMT<![CDATA[Reply to MMM-Fintech - Multi-Asset Portfolio Display (Crypto, Stocks, ETFs, Forex) on Tue, 06 Jan 2026 09:05:18 GMT]]>@ArnoldoB

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/

]]>https://forum.magicmirror.builders/post/129417https://forum.magicmirror.builders/post/129417Tue, 06 Jan 2026 09:05:18 GMT