DocVault
// Finance, health, research, and business operations in one self-hosted workspace. Claude and Codex agents connect tools, memory, skills, and scheduled jobs to the information you keep there.
What It Does
// Agents, research, documents, and operations in one workspace
[1] Claude + Codex Agents
Chat with agents that use tools, persistent memory, user-defined skills, and scheduled jobs across the workspace.
[2] Research + Operations
Source-cited research and narrated briefings alongside calendars, timesheets, invoices, and client reports.
[3] Local-First
Documents and application data live in your self-hosted instance. Configured AI providers and connected services receive the data needed for their tasks; self-hosted storage does not mean every feature runs on-device.
[4] AI Document Parsing
AI-assisted parsers extract structured data from W-2s, 1099s, K-1s, receipts, and bank statements for review alongside the original files.
[5] Unified Net Worth
Aggregates brokerages, crypto wallets, exchanges, banks, metals, and real estate into one historical chart with daily auto-snapshots.
[6] Quant + Strategy
Crypto, macro, housing, and growth dashboards alongside AI-generated strategy notes informed by portfolio context.
From Information to Daily Work
Research with a trail
Collect source material, ask agents to research it, and keep citations with the result. Saved research and narrated briefings sit beside the records they help explain.
Keep business work connected
Calendars, timesheets, invoices, and client reports share a workspace with documents and financial records. Scheduled jobs and alerts handle recurring work.
Storage stays in your self-hosted instance. Cloud AI, financial connections, research, and delivery features use the providers you configure. Documents or context needed for a task may be sent to those services.
The screenshots below use fabricated demo data.
Documents & Taxes
// Multi-entity organization, AI parsing, federal/state aggregation
Multi-entity tax year view with documents, parsed totals, and filing status
Schedule C, K-1, capital gains, and withholdings rolled up across entities
IRS Pub 560 worksheet computing employer + employee contributions
Quarterly estimated payments with actuals vs target tracking
Net Worth & Portfolio
// Brokerage + crypto + metals + real estate + banks, snapshotted daily
Unified net worth chart with daily snapshots across every account
Exchange balances + Etherscan wallet scanning across 5 chains
SnapTrade aggregation across Fidelity, Vanguard, Robinhood, etc.
SimpleFIN Bridge - 16,000+ US institutions with transaction history
Gold, silver, and platinum holdings with live spot prices
Cost basis, equity, mortgage amortization, and per-property notes
Quant Dashboards & Strategy
// Macro and crypto dashboards + AI-generated strategy notes
BTC risk metric, hash ribbons, drawdown, and on-chain signals
Sahm rule, yield curve, NFCI, fed stance, recession probability
Claude Code authors strategy notes from your portfolio + current quant signals via a /strategy skill - saved as expandable, regime-aware cards
Apple Health
// One-tap iOS Shortcut → /api/health/ingest → multi-person dashboards
Activity, heart, sleep, workouts, body composition - with rolling-baseline illness detection
Steps, energy, exercise, recovery score
Resting HR, HRV, recovery
Stages, quality score, duration
Counts, distance, streak, running ROI vs BTC/SPX
Weight trend, BMI, composition deltas
Rolling baseline over wrist temperature, heart rate, and HRV flags probable illness windows automatically.
Privacy & Backup
[LOCAL_FIRST]
No telemetry, no analytics, no remote database. One volume mount, one container - the install is fully portable.
All data lives in `DOCVAULT_DATA_DIR` as `.docvault-*.json`.
[ENCRYPTED_BACKUP]
AES-256-GCM zip of all config + parsed data, downloadable on demand. Scheduled auto-backup runs before each Dropbox sync.
rclone-based one-way push of every entity folder.
[BLUR_TOGGLE]
"Blur financial numbers" toggle obscures every dollar amount and percentage across the UI - including AI-generated markdown in Strategy entries.
[OBSERVABILITY]
System Status panel shows scheduler timers, next-run times, last error, and a live log viewer for portfolio + sync jobs.
Tech_Stack
// React 19 + Bun-native server, single Docker image (amd64 + arm64)
Integrations
// All configured through Settings, stored in .docvault-settings.json