DocVault

Personal finance and document management system. Organizes tax records, tracks net worth across brokers/crypto/metals, parses financial documents with AI, and keeps everything self-hosted — your data never leaves your machine.

Features

Document Management

• Multi-entity organization — separate spaces for personal, LLCs, property, medical, military records, etc.
• AI document parsing — Claude Vision extracts structured data from W-2s, 1099s, K-1s, receipts, bank statements (~$0.003/page)
• Auto file naming — standardized {Source}_{Type}_{Date}.ext on upload
• Full-text search across all documents and parsed data
• Business document storage and organization
• Todo list for document/filing tasks

Tax & Finance

• Income, expense, and document summaries per entity per year
• Federal tax summary — Schedule C, K-1, capital gains, withholdings aggregated across all entities
• Solo 401(k) contribution calculator (IRS Pub 560 worksheet)
• Estimated quarterly tax tracker
• State tax views (TN no-income-tax)
• Sales tracker for business/farm revenue
• Invoice tracking

Net Worth & Portfolio

• Unified portfolio view across all accounts
• Automatic daily snapshots with historical net worth chart
• Broker accounts via SnapTrade (Fidelity, Vanguard, Robinhood, etc.)
• Crypto exchange balances (Kraken, Coinbase, Gemini)
• Ethereum wallet scanning via Etherscan (ETH + ERC-20 tokens across mainnet, Arbitrum, Optimism, Polygon, Avalanche)
• Gold/silver precious metals with live spot prices
• Real estate portfolio with cost basis and equity tracking
• Retirement account balances and contribution tracking
• Bank account balances + transaction history via SimpleFIN

Financial Integrations

• SimpleFIN Bridge — read-only bank balances and transactions for 16,000+ US institutions
• SnapTrade — brokerage account aggregation
• Etherscan — Ethereum and L2 wallet scanning
• Kraken / Coinbase / Gemini — exchange balance imports
• Koinly — crypto tax report parsing (8949, Schedule D)

Backup & Sync

• Encrypted backup/restore — AES-256-GCM encrypted zip of all config and parsed data, downloadable on demand
• Auto-backup — scheduled encrypted backups written to your data dir before every Dropbox sync
• Dropbox sync — rclone-based push of all entity folders to Dropbox on a configurable schedule (default: every 15 min)
• Custom sync paths — drop a .docvault-dropbox-map.json in your data dir to map entities to specific Dropbox folders

Scheduled Tasks

• Portfolio snapshots — automatically fetches live prices and saves a net worth snapshot on a configurable interval (default: daily)
• Dropbox sync — runs on its own schedule independent of snapshots
• Both schedulers start on boot and are configurable from the Settings UI

Other

• Mileage log with address autocomplete
• Filing deadline reminders with recurring support
• Authentication — username/password with session cookies
• Docker-ready — single container, auto-published to GHCR (amd64 + arm64)

Quick Start

bun install
bun start

Frontend: http://localhost:5173 — Backend: http://localhost:3005

Storage Setup

Create a data/ directory with subdirectories per entity:

mkdir -p data/personal data/my-llc data/property

Or symlink existing folders:

ln -s ~/Documents/taxes data/personal

Docker

docker run -p 3005:3005 \
  -v /path/to/documents:/data \
  -e ANTHROPIC_API_KEY=sk-ant-... \
  -e DOCVAULT_PASSWORD=yourpassword \
  ghcr.io/vanities/docvault:latest

Docker Compose

services:
  docvault:
    image: ghcr.io/vanities/docvault:latest
    ports:
      - '3005:3005'
    volumes:
      - /path/to/documents:/data
    environment:
      - ANTHROPIC_API_KEY= # Required for AI parsing
      - DOCVAULT_USERNAME=admin # Default: admin
      - DOCVAULT_PASSWORD= # Required
    restart: unless-stopped

Environment Variables

Variable	Required	Description
ANTHROPIC_API_KEY	For AI parsing	Claude Vision API key
DOCVAULT_USERNAME	No	Login username (default: admin)
DOCVAULT_PASSWORD	Yes	Login password
DATA_DIR	No	Data directory path (default: ./data)
PORT	No	Backend port (default: 3005)

All other integrations (SimpleFIN, SnapTrade, Etherscan, Kraken, Coinbase, Gemini) are configured through the Settings UI and stored in data/.docvault-settings.json.

Data Files

All state lives in DATA_DIR as .docvault-*.json files — mount one volume and everything is portable:

File	Purpose
.docvault-config.json	Entity definitions
.docvault-settings.json	API keys and integration config
.docvault-parsed.json	Cached AI parse results
.docvault-metadata.json	Document tags and notes
.docvault-reminders.json	Filing deadline reminders

Tech Stack

Layer	Technology
Frontend	React + TypeScript + Tailwind CSS (Vite)
Backend	Bun native server (Bun.serve())
Storage	Local filesystem
AI	Anthropic Claude Vision API
CI/CD	GitHub Actions → GHCR

API

All endpoints under /api/, entity-scoped:

Method	Endpoint	Description
GET	/api/entities	List entities
GET	/api/files/:entity/:year	Files for entity/year
POST	/api/upload	Upload file
POST	/api/parse/:entity/:path	AI parse document
POST	/api/parse-all/:entity/:year	Batch parse year
GET	/api/tax-summary/:year	Consolidated tax data
GET	/api/financial-snapshot	Portfolio snapshot
POST	/api/backup	Encrypted backup
POST	/api/restore	Restore from backup

License

MIT