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obsidian-asset-dashboard

Personal asset dashboard manageable in the Obsidian

Obsidian Live Asset Dashboard

A highly dynamic, premium interactive portfolio dashboard script for Obsidian. Built with DataviewJS and Chart.js to track your total assets across various categories (Stocks, Cryptocurrencies, Commodities/Gold, Cash, and Property) with real-time price fetching and multilingual support.


✨ Key Features

  • Real-Time Yahoo Finance API Integration: Fetch stock prices (US, KR), cryptocurrency rates (e.g., BTC, ETH), and gold/commodity prices automatically.
  • Multilingual Support (i18n): One-click toggle between English and Korean UI.
  • Multi-Currency & Conversion: Easily toggle display currency between USD and KRW using real-time exchange rates.
  • Asset Categories with Dynamic Form Fields:
    • Stock/ETF: Enter unit price and quantity. (Supports Korean stock tickers via 6-digit codes like 005930).
    • Crypto: Automatic USD-crypto price lookup.
    • Commodity/Gold: Automatically converts Yahoo Finance ounce price (GC=F) to gram unit price with customizable physical premium logic (15%).
    • Cash/Bank: Simple balance amount input (hides unit price).
    • Property/Other: Total estimated property values (hides quantity).
  • Interactive Visualizations: Beautiful, minimal trend charts and portfolio allocation pie charts using Chart.js.
  • Drag-and-Drop Reordering: Rearrange assets intuitively by dragging rows.
  • Obsidian Vault Local Persistence: Auto-saves a time-series snapshot directly to an assets.json file in your vault.

šŸ“‚ Directory Structure

Repository Structure

This repository contains the following files:

obsidian-asset-dashboard/
ā”œā”€ā”€ Dashboard.md        # Sample entry note containing the DataviewJS block
ā”œā”€ā”€ README.md           # Documentation
└── lib/
    ā”œā”€ā”€ chart.min.js    # Chart.js library for offline rendering
    └── dashboard.js    # Core dashboard renderer script

Obsidian Vault Structure (Default Configuration)

To run the dashboard in your vault, place the files in a folder named ģžģ‚° (if you want to use a different folder name, you must modify the paths in Dashboard.md and lib/dashboard.js):

YourObsidianVault/
ā”œā”€ā”€ Dashboard.md                             # Entry note containing DataviewJS
└── ģžģ‚°/
    ā”œā”€ā”€ lib/
    │   ā”œā”€ā”€ chart.min.js                     # Chart.js library
    │   └── dashboard.js                     # Core dashboard renderer script
    └── raw/
        └── assets.json                      # Auto-saved snapshots (Auto-generated)

šŸš€ Installation Guide

Step 1: Install Required Plugin

Make sure you have the community plugin Dataview installed and enabled in your Obsidian settings:

  1. Open Obsidian Settings -> Community plugins.
  2. Click Browse and search for Dataview.
  3. Install and Enable the plugin.
  4. Go to Dataview plugin settings and ensure Enable DataviewJS is toggled ON.

Step 2: Place the Files

  1. Create a folder named ģžģ‚° in the root of your Obsidian vault.
  2. Inside ģžģ‚°, create a folder named lib.
  3. Copy both lib/dashboard.js and lib/chart.min.js from this repository into your vault's ģžģ‚°/lib/ folder.
  4. Copy Dashboard.md from this repository to your vault.
  5. (Note: ģžģ‚°/raw/assets.json will be automatically generated upon your first dashboard load, so you do not need to create it manually).

The Dashboard.md should contain the following DataviewJS block:

```dataviewjs
try {
    const code = await app.vault.adapter.read("ģžģ‚°/lib/dashboard.js");
    const func = new Function('dv', code);
    func(dv);
} catch (e) {
    dv.paragraph("āŒ Failed to load dashboard script: " + e.message);
}
```

Step 3: Open the Dashboard

Open Dashboard.md in your vault and enter Reading/Preview mode. You should see a gorgeous, interactive dashboard ready for use.

Related

How to Install

  1. Download the dashboard markdown file from GitHub
  2. Drop it into your vault (anywhere)
  3. Install the Homepage plugin and point it at the file
  4. Enable any listed CSS snippets for the intended look

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Last updated 1mo ago

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