Your Portfolio.
Your Machine.
Zero Cloud.
The investment tracker that gives you complete sovereignty over your financial data. Real-time market valuation, instant broker CSV import, and on-demand AI briefings, all running privately on your computer.
sudo dpkg -i portfolio_0.1.0_amd64.deb
Engineered for Precision & Speed
Take a look inside the dashboard built for modern investors.
| ASSET | SHARES | AVG PRICE | LIVE QUOTE | DAY CHANGE | SMA 50/200 | TOTAL VALUE |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corp | 145.00 | $98.20 | $128.45 | +3.82% | BULLISH | $18,625.25 |
| VWCE.DE Vanguard FTSE All-World | 420.00 | €104.50 | €122.10 | +0.65% | ABOVE SMA | €51,282.00 |
| AAPL Apple Inc | 90.00 | $182.30 | $224.15 | -0.41% | NEUTRAL | $20,173.50 |
| BTC-USD Bitcoin | 0.4500 | $48,500 | $64,210 | +2.15% | RSI 58 | $28,894.50 |
Executive Summary: High Health Factor (88/100)
Your portfolio shows exceptional alpha driven by semiconductor overweight (+30.8% YTD). Cash reserves (8.36%) provide comfortable buffer for upcoming DCA schedules.
Rebalancing Suggestions:
- Concentration Alert: Tech equities comprise 38.4% of total equity weight. Consider allocating next monthly contribution to broad international ETF (VWCE).
- FX Exposure: 65% USD denominated vs 35% EUR. Favorable FX tailwind over trailing 90 days.
Built for Privacy. Designed for Power.
Unlike web trackers that upload your net worth to remote databases, Portfolio puts you in total control.
100% Offline-First Storage
Your holdings, cash reserves, and transaction histories stay safely on your computer in a private local database. No login, no cloud database, and zero third-party tracking of your assets.
Live Market Valuation & FX
Fetch real-time stock, ETF, and crypto quotes directly through Yahoo Finance. Automatic foreign currency exchange rates ensure accurate consolidated portfolio net worth in your base currency.
On-Demand AI
Generate insightful markdown analysis on risk, asset allocation, and rebalancing. Connect local LLMs (Ollama, llama.cpp) for 100% private processing, or cloud APIs (Groq, Anthropic, OpenAI, Gemini).
Smart Broker CSV Importer
Import hundreds of transactions in seconds. Built-in template detection for Trade Republic, Scalable Capital, Interactive Brokers, and Degiro with smart duplicate detection and dry-run diff preview.
Deep Technical Analytics
Track SMA 50 and SMA 200 moving averages, 14-day RSI oscillators, 52-week high/low bands, dividend income, withholding tax deductions, and transaction fee drag calculations.
Ultra-Fast & Lightweight
Built as a native desktop application. It starts in milliseconds, uses minimal system memory, and runs smoothly on any computer.
Download Portfolio
Available for all major operating systems. Free, open source, and ready in seconds.
Windows
Windows 10, 11 (64-bit)
macOS
Apple Silicon & Intel (macOS 12+)
Linux
Ubuntu, Debian, Mint & distros (x64)
Frequently Asked Questions
Where is my portfolio data stored?
Everything is stored exclusively on your local computer in a secure private database file. No external servers, no cloud databases, and no accounts are required.
How does live market valuation work without cloud syncing?
The application communicates directly with Yahoo Finance from your computer to fetch current quotes, intraday movements, and currency exchange rates. Your holdings and portfolio values are never sent to Yahoo; the app requests only public ticker symbols.
How does the AI Analyst work?
You have full flexibility: run completely offline with local LLM runtimes like Ollama or llama.cpp, or supply your own private API key for cloud providers like Groq, OpenAI, Anthropic, Gemini, OpenRouter, or DeepSeek. Reports are generated strictly on demand.
Which brokers can I import CSVs from?
The CSV import wizard features automatic schema detection for Trade Republic, Scalable Capital, Interactive Brokers (Activity Statement CSV), and Degiro (Account CSV), plus support for standard generic transaction CSV format.
Is Portfolio completely free?
Yes. Portfolio is 100% free and open source. You own your data forever, with zero subscription paywalls or artificial portfolio size caps.