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DocVault · 文档知识库工作台 界面预览

DocVault · 文档知识库工作台

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开源HTML知识管理编程开发工作项目#GitHub#文档知识库
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编辑介绍

文档导入、语义检索和聊天集中在私有知识工作区。

AI 用途：AI 对个人文档进行本地检索、问答与引用定位。

使用方式：支持用户自己的 Claude OAuth / Agent SDK、Codex subscription runtime，也支持 Anthropic / OpenAI API；文档视觉解析仍要求 Anthropic API。

原帖正文

DocVault

DocVault — self-hosted personal finance, health, and tax workspace

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

<table> <tr> <td></td> <td></td> </tr> </table>

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

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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.
<table> <tr> <td></td> <td></td> </tr> <tr> <td colspan="2"></td> </tr> </table>

Politics & Congressional Trading

In-house ingest of congressional and executive-branch disclosures — no external service, and no API key for the trading data (it's all public government filings).

  • Politician stock trades — House & Senate Periodic Transaction Reports plus Trump's OGE-278-T disclosures, parsed into one normalized feed. Scanned / hand-filed PTRs that pdftotext can't read are recovered by checkbox-form OCR (gridline detection + per-cell pixel reading; poppler + tesseract are baked into the Docker image).
  • Options contract detail — strike, expiry, call/put, and contract count are pulled from the filing's free-text DESCRIPTION field (e.g. Pelosi's "Purchased 20 call options, strike $150, exp 1/15/27"), not just the underlying ticker.
  • Consensus clustering — surfaces when several members buy (or sell) the same ticker in the same direction within a window.
  • Copy-trade backtest — a performance leaderboard: "if you'd mirrored each politician's stock buys at the disclosed size, where would you be now?" Stock buys get real P&L (exact share counts when the filer states them, else estimated from the amount range and flagged); options report the underlying's move (the contract isn't priced). Recomputed daily; prices via yahoo-finance2 (keyless).
  • Filings archive — every fetched PDF + extracted text + metadata is saved under the data dir, searchable and re-parseable without re-fetching.
  • Full-screen browse — click a dashboard metric to search/filter/see-all of trades, bills, executive actions, or archived filings.
  • Bills & executive actions — recent Congress.gov bills (the one piece needing a free Congress.gov API key, set in Settings) + presidential executive actions (keyless, via the Federal Register).
  • Self-hosted member headshots — portraits downloaded once and served from DocVault, not hot-linked.

Populate it: the feed refreshes daily on a forward-only schedule (new filings only). To pull the current year's history in one pass, POST /api/politics/backfill — it runs server-side (poll /api/politics/feed for progress). Everything except the Bills stream works with zero credentials.

⚠️ Disclosures carry a ~45-day legal reporting lag and report dollar ranges, not exact sizes — the backtest is honest about both (estimates flagged, options labeled as the underlying's move).

AI Chat

Heavily inspired by t3.chat — a multi-thread Claude chat that can read across your entire vault. The sidebar lists every thread; the active conversation streams in the main panel with markdown rendering, image/PDF attachments, and tool calls shown as collapsible cards.

  • Claude OAuth subscription token — paste the token from claude setup-token and chats are billed to your Claude.ai subscription instead of the API. Falls back to an API key if you'd rather pay per-token.
  • Voice input via Parakeet (or any OpenAI-compatible transcription service) — point Settings → Chat & Voice at a /audio/transcriptions endpoint such as parakeet-mlx, faster-whisper-server, or lightning-whisper-mlx running on your LAN. Push-to-talk in the composer; audio never leaves your network.
  • Multi-thread sidebar — threads persist locally; switch, rename-by-derivation, delete, or start fresh without losing context.
  • Tool-using agent — Claude can list entities, read files, search documents, compute tax summaries, and tag/n

来源与作者

  • 原作者：@vanities
  • 发布平台：GitHub
  • 原帖：查看原帖
  • 权利说明：VibeMySpace 仅作带来源的整理展示，内容与图片权利归原作者。

开源信息

已开源。