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Controtto

Track your transactions effortlessly and gain insights into your financial performance. Calculate average buy prices, current asset values, and profit & loss with ease. Import and export your transaction history seamlessly for better management.

Installation

Installing for Claude Desktop

Manual Configuration Required

This MCP server requires manual configuration. Run the command below to open your configuration file:

npx mcpbar@latest edit -c claude

This will open your configuration file where you can add the Controtto MCP server manually.

📊 Controtto

A self-hosted, P&L tracker made with Go, HTMX and no JavaScript. Controtto, keeps track of your transaction saving it in a sqlite file, and returns all sorts of calculations including:

  • Avg. Buy price
  • Current asset value
  • Transaction history
  • Import / Export transaction (see sample)
  • Profit & Loss

In order to fetch the price of an asset, Controtto relies on mainly 4 APIs (see code).

  • Binance - Public API, no token needed.
  • BingX - Public API, no token needed.
  • Alpha Vantage - Stocks, free but short rate limit. (get an token and set CONTROTTO_AVANTAGE_TOKEN)
  • Tiingo - Stocks, crypto and Forex. (create account/token and set CONTROTTO_TIINGO_TOKEN)

Demo

You can also check out the demo at demo.contre.io, the database resets every hour.

https://github.com/user-attachments/assets/28bf8782-6118-47c0-a94b-085e1a7045b2

All configurations are set in the .env file and passed as environment variables. Variables CONTROTTO_PORT and CONTROTTO_DB_PATH are available.

# Install the dependencies
go mod tidy
# Set the .env
mv .env.example .env
# Source the env variables
. <(cat .env | grep -v -e '^$' | grep -v "#" | awk '{}')

Build and Run

go run ./cmd/main.go # go build ./cmd/main.go to just build it

Development env

go install github.com/cosmtrek/air@latest # Download air
air -c air.toml

and access localhost:3000

Run with Podman

A Container image is available on Docker's public registry. If you want to use Docker, simply replace podman with docker.

mkdir data
podman container run --rm -p 8000:8000 -v $(pwd)/data:/data contre95/controtto

Run tests

go test -cover ./...
#   Expected result
#   ?       controtto/cmd   [no test files]
#   ?       controtto/src/app/managing      [no test files]
#   ?       controtto/src/domain/pnl        [no test files]
#   ?       controtto/src/gateways/markets  [no test files]
#   ?       controtto/src/gateways/sqlite   [no test files]
#   ?       controtto/src/presenters        [no test files]
#   ok      controtto/src/app/querying      0.003s  coverage: 40.7% of statements

TODO

  • More tests
  • Wrappers for logging and metrics would be nice as well.
  • Add Accounts to keep track of the total net worth.
  • Remove all the CSS and use custom style.css + Tailwind CDN.
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  • Last commit


    1 month ago
  • Repository age


    2 years
  • License


    GPL-3.0
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