What It Does
// Personal finance + document workspace, in one container
[1] Local-First
Single container, single volume mount. No telemetry, no analytics, no remote database — your data never leaves your machine.
[2] AI Document Parsing
Claude Vision extracts structured data from W-2s, 1099s, K-1s, receipts, and bank statements at ~$0.003/page across 15 type-specific parsers.
[3] Unified Net Worth
Aggregates brokerages, crypto wallets, exchanges, banks, metals, and real estate into one historical chart with daily auto-snapshots.
[4] Quant + Strategy
28 quant endpoints powering crypto, macro, housing, and growth dashboards — plus AI-generated regime-aware strategy notes via a Claude Code skill.
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
// 28 quant endpoints + AI-generated regime-aware 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