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DocVault

Self-hosted personal finance and document workspace. One container holds your tax records, tracks net worth across brokers / crypto / metals / real estate, parses financial PDFs with Claude, ingests Apple Health data from an iOS Shortcut, and surfaces macro + crypto quant signals alongside AI-generated strategy notes — all without sending data off your machine.

DocVault tax year overview

Screenshots in this README are captured against the included demo-data/ fixtures — the numbers, entities, and Strategy entry are fabricated.

Try It Locally (Demo Mode)

Want to poke around before connecting real data? The repo ships with a demo-data/ directory and a second Vite config that points the dev server at it.

bun install
# Terminal 1 — demo backend on port 3006, reading demo-data/
DOCVAULT_DATA_DIR=./demo-data \
  DOCVAULT_PORT=3006 \
  DOCVAULT_PASSWORD=demo \
  DOCVAULT_MASTER_KEY=$(openssl rand -base64 32) \
  bun run server/index.ts
# Terminal 2 — demo frontend on port 5174, proxying /api to :3006
vp dev --config vite.demo.config.ts

Open http://localhost:5174 and sign in with admin / demo — full app, fake data. Your ./data/ stays untouched.

Features

Documents & Taxes

  • Multi-entity organization — separate spaces for personal, LLCs, property, military, etc.
  • AI document parsing — Claude Vision extracts structured data from W-2s, 1099s, K-1s, receipts, bank statements (~$0.003/page).
  • Auto file naming — uploads are renamed to {Source}_{Type}_{Date}.ext.
  • Type-specific parsers — 15 document-type parsers (W-2, 1099-NEC, K-1, statement, receipt, 1098, Koinly, Schedule C, etc.) normalize results into a single analytics module.
  • Federal tax summary — Schedule C, K-1, capital gains, withholdings aggregated across all entities per year.
  • Solo 401(k) calculator (IRS Pub 560 worksheet), estimated quarterly tracker, TN state view, mileage log, sales ledger, invoice tracking.
  • CPA package export — one click to bundle an entity/year into a ZIP for your accountant.

Federal tax consolidation

Solo 401(k) contribution calculator Estimated quarterly tax tracker

Net Worth & Portfolio

  • Unified portfolio view across every account — brokerage, crypto, banks, metals, real estate.
  • Automatic daily snapshots with a historical net worth chart.
  • Broker aggregation via SnapTrade (Fidelity, Vanguard, Robinhood, etc.) with per-account history.
  • Crypto exchange balances (Kraken, Coinbase, Gemini) + Etherscan wallet scanning across mainnet, Arbitrum, Optimism, Polygon, and Avalanche.
  • Precious metals with live spot prices.
  • Real estate with cost basis, equity, and property-level notes.
  • Bank balances + transactions via SimpleFIN Bridge (16,000+ US institutions).

Portfolio overview

Crypto holdings Brokerage aggregation
Bank balances and history Precious metals tracker
Real estate with equity and mortgage amortization

Quant Dashboards & Strategy

  • Quant section with 28 endpoints powering dashboards for crypto (BTC risk, hash ribbons, drawdown), macro (Sahm rule, yield curve, NFCI, fed stance, recession probability), housing, GDP & growth, commodities, VIX term structure, global markets, and an auto-generated macro event calendar.
  • Strategy history — AI-generated investment strategy notes authored by Claude Code via a /strategy skill that reads your portfolio + current quant signals and saves a regime-aware recommendation. Entries render as expandable cards with a signal grid and full markdown analysis (tables, allocations, action plans). Dollar amounts and percentages in the markdown are obscured when "Blur financial numbers" is on.
Crypto quant dashboard — BTC risk metric Macro quant dashboard — Fed policy and business cycle
AI-generated strategy card

Health (Apple Health)

  • iOS Shortcut daily sync — a one-tap shortcut pushes HealthKit data to DocVault's /api/health/ingest endpoint.
  • Multi-person support — each member of the household gets their own snapshot.
  • Overview + per-segment dashboards — activity, heart, sleep, workouts, body composition.
  • Automatic illness detection — rolling baseline over wrist temperature, heart rate, and HRV flags probable illness windows.
  • Running ROI (vs BTC/SPX), workout segment insights, sleep quality scoring, recovery scoring.

Health overview

Activity — steps, energy, exercise, recovery score Heart — resting HR, HRV, recovery
Sleep — stages, quality score, duration Workouts — counts, distance, streak
Body composition — weight trend, BMI

Backup, Sync, Observability

  • Encrypted backup/restore — AES-256-GCM zip of all config + parsed data, downloadable on demand.
  • Scheduled auto-backup runs before each Dropbox sync.
  • Dropbox sync — rclone-based one-way push of every entity folder on a configurable schedule (default 15 min).
  • Custom sync paths — drop .docvault-dropbox-map.json to map entities to specific Dropbox folders.
  • Portfolio snapshot scheduler + Dropbox sync scheduler configurable from Settings.
  • System Status panel (Settings → System Status) — scheduler timers, next-run times, last error, and a live log viewer.

Privacy

  • Blur financial numbers toggle (Settings → Preferences) — obscures every dollar amount and percentage across the UI, including AI-generated markdown in the Strategy section.
  • Your data never leaves your machine — no telemetry, no analytics, no remote database. One volume mount, one container.

Other

  • Mileage log with address autocomplete.
  • Filing deadline reminders with recurring support.
  • Username/password auth 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

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
DOCVAULT_DATA_DIR No Data directory path (default: ./data)
DOCVAULT_PORT No Backend port (default: 3005)

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

Data Files

Everything lives in DOCVAULT_DATA_DIR as .docvault-*.json — mount one volume and the install 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
.docvault-portfolio-snapshots-*.json Yearly portfolio snapshot history
.docvault-broker-cache.json Cached brokerage aggregation
.docvault-crypto-cache.json Cached crypto balances
.docvault-simplefin-cache.json Cached bank balances
.docvault-gold.json Precious metals holdings
.docvault-property.json Real estate portfolio
.docvault-strategy-history.json Saved Strategy entries
.docvault-health.json Apple Health ingested data
.docvault-sync-status.json Dropbox sync status

Tech Stack

Layer Technology
Frontend React 19 + TypeScript + Tailwind CSS (Vite+)
Backend Bun native server (Bun.serve())
Storage Local filesystem
AI Anthropic Claude Vision API
Health iOS Shortcuts + HealthKit ingest
CI/CD GitHub Actions → GHCR

License

MIT