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

[ArnoldoB]

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

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

• GitHub: https://github.com/sonnyb9/MMM-Fintech
• Installation & Setup: See the README for step-by-step instructions

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!​​​​​​​​​​​​​​​​

[scottwalsh]

@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/

[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