Youtube videos for Investbrain

[mgerasolo]

On the surface, I loved InvestBrain as soon as I heard of it. I was literally like "Oh My God! Yes!!!"

I had some issues getting it up and running (initially trying to deploy as a Docker container on my Synology NAS via Portainer). I got it up and running as a VM via ProxMox, and as soon as I got it up, was kind of like "Now what?" Since I would have to manually load my transactions (and I have around 100 holdings in stocks & options), it seemed like it would be a notable effort compared to other portfolio trackers. And the main advantage was the AI aspect, but when I actually had the interface up, I was not sure how it would really be any better than just asking ChatGPT or Perplexity (since it has real time internet), about the stock.

I know there is a lot of potential here, but I am just not seeing able to figure out where to start and how to get the best use of it.

When I look at YouTube there is the one video from selfho.st which I already watched a month ago, but they talk more high level about it. And then a bunch of videos using Google Sheets.

Is anyone willing to show with either real or dummy data a video showing how they use it, and how it is better and different than just a portfolio tracker.

I would appreciate it, and I think it would really help the project and its user base grow.

If people make them, maybe even then can link to them from the GitHub page as tutorials or Demos to help people see they potential of this project better.

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Side note: this project does what a lot of GitHub Projects do, which to me as more like a Project Manager who tinkers and self-hosts, that knows the tech and infrastructure, but is not a coder, is really challenging. The main GitHub page gets into all kinds of technical programming details. In my opinion, the first printed page worth of the GitHub page below the files should make it clear what the project is, how it can benefit the user, show lots of screenshots and demo links. Give people an understanding of what the project is, why they should want to use it, how it can benefit them, so that they have a reason to want to go through the technical details and how to install it and all that. Let people know why this is worth their time (I know its basically marketing, but its the productive good part if its a project that can make users lives better). Give a clear feature list of what the actual user gets, not technical details. For example right now under the "Chat with your holdings" heading, there is one high level sentence, and then it gets into technical details as to you can use your own OpenAI Keys or Ollama. That's great technical details, but I can also just use those products directly without InvestBrain. Explain to the end user what the product does that is different and benefits them first. Give examples and use cases, show them the value, before you tell them it can integrate with other platforms.

Just my opinion, and I know like 90% of GitHub projects are like this, and I know GitHub is targetted at programmers. But I think there are a lot of people like me that are tinkerers and self-hosters and not full stack devs, that want to use these projects but are not getting a good overview of what it is and how it can help before talking about the install process and architecture, etc.

I would even be willing to help with improving the documentation, but like I started this I know there is potential here, but not getting why not just use Perplexity directly and a separate portfolio manager. Show me that and I will gladly help spread the word.

[hackeresq]

There are plans to make additional Youtube videos. Mostly walkthroughs and tutorials for key features. Also open to others making videos of their own. Perhaps you can document your experience installing on ProxMox.

Regarding your notes on the docs: I'm happy to review any PRs if you have suggestions.

[mgerasolo]

I fully understand you as the developer not being the one to do it. You are already being so generous in sharing what you have built and responding to the community.

i was hoping some of the other users might be interested in doing it.