Configuration
Values marked deployment also have to be set on Convex itself with npx convex env set;
the deployment does not read .env.local.
Required
| Variable |
Meaning |
CONVEX_DEPLOYMENT |
Written by npx convex dev on first run. |
OPENPORTFOLIO_SERVICE_KEY |
Shared secret the workers and MCP server present instead of a browser session. Generate with
openssl rand -hex 32 and register only its hash.
|
VITE_CONVEX_URL |
In browser/.env.local. The deployment URL the UI talks to. |
Tenancy
| Variable |
Meaning |
OPENPORTFOLIO_TENANT |
Which book a worker acts on. Only needed when one identity belongs to several tenants; a service key
is never ambiguous.
|
OPENPORTFOLIO_DEV_TENANT (deployment) |
Localhost escape hatch. While set, any unauthenticated caller is scoped to that tenant. Unset before
the deployment is reachable.
|
CLERK_ISSUER_URL (deployment) |
Clerk JWT issuer. Required once more than one person uses the deployment. |
Venues
| Variable |
Meaning |
OPENPORTFOLIO_MANUAL_HOLDINGS |
Path to a JSON array of manually maintained holdings. |
OPENPORTFOLIO_QUOTE_VENUE |
Which registered venue prices symbols the holding venue cannot. Defaults to coingecko,
which needs no key.
|
There is no model provider key. Not omitted from this table: there is no variable to set.
See MCP and agents.