New in 0.17Guided Analysis

Question every holding.
Tell no one.

Portfolio is a free investment tracker that runs on your computer. Guided Analysis checks your holdings against your own goal, builds a graph of evidence, and shows the path behind every suggestion.

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Guided Analysis

One analysis.
Six stages. All of it on show.

This is a real run on the demo portfolio, not a mock-up: 44 nodes in the same graph the app draws. Click a stage, a node or a citation.

The evidence graph of an analysis in the app, with six stages above it and the short report beside it.
  • Brief and allocation
  • Holding
  • Question
  • Evidence
  • Theme
  • Finding
  • Suggestion

Why this?

Trace any suggestion back to your goal.

Ask why and the graph narrows to one path: the part of your brief it serves, the findings it acts on, the evidence behind them, and the evidence against.

Guardrails

The app runs the analysis.
The model only decides.

The app fetches the data, does the math and checks every answer. The model picks what to look at and writes the reasoning.

Findings

No claim without a source

A finding must cite fact nodes, and every number in it must exist in a node it cites. One repair turn, then the claim is dropped.

Suggestions

No idea without a finding

A suggestion must act on a finding of the same run. It then passes the same checks as every other suggestion in the app.

Privacy

Percentages only

Every node passes a privacy gate. Amounts and quantities stay in a field no prompt reads, so the model works from weights.

Limits

A budget for every run

Expand steps
12
Tool calls
40
Nodes
150
Minutes
10

Around the graph

It starts with your goal,
and it keeps watching.

Write the brief once

Say what the portfolio is for, how far it may fall and what success looks like. A wizard asks a few questions and drafts it. Every finding is measured against it.

The portfolio brief card: purpose, horizon, risk, target bands, constraints and success in your own words.

Compare runs

See new, resolved and open findings since the last analysis, and how the weights moved.

A comparison of two analyses: new findings, findings resolved since the run before and findings still open.

Weekly, on a schedule

Pick the portfolios and the app runs an analysis for each, then pushes a summary to your phone over Gotify or ntfy. App closed at that time? It catches up on a start within two days.

Your model, your choice

Any OpenAI-compatible model with tool calling, local or in the cloud, or the Claude and Codex CLIs. Run it on Ollama and nothing leaves your computer but ticker lookups.

Tour

The whole app, screen by screen.

Real screenshots of the app with the demo portfolio. Click a marker to look closer.

An open analysis in Portfolio: six stages above the evidence graph, with the short report beside it.

Privacy

Track every holding.
Tell no one.

Stays on your disk

  • Holdings and quantities
  • Cash and account balances
  • Every transaction and its cost
  • Portfolio values and history

Leaves, and only this

  • Ticker symbols to Yahoo Finance for prices, plus Finnhub or FMP if you add a key.
  • Weights, percentages and tickers to the AI model you chose, when you ask. Pick a local model and nothing leaves.
  • Briefs to your phone over Gotify or ntfy, if you switch it on. Never money amounts.

Privacy gate

Code enforces this, not a line in a prompt. Before a prompt leaves, the app reads every number in it. If one equals an amount or quantity in your ledger, the send stops.

Features

What it does

  1. Live quotes, any currency

    Stocks, ETFs and crypto from Yahoo Finance, converted to your base currency.

  2. Broker import

    CSV and Excel from Trade Republic, Trading 212, Scalable Capital, Interactive Brokers, DEGIRO, eToro, Revolut, XTB and Saxo, with a dry-run preview.

  3. An assistant you choose

    Ollama, llama.cpp, LM Studio, any OpenAI-compatible key, or the Claude and Codex CLIs.

  4. Exposure look-through

    Sector, country and the stocks inside your funds, with overlap warnings. On the new Insights tab.

  5. Income calendar

    Dividends received and expected, yields and the next ex-dividend dates.

  6. Markets

    Treasury yields, sectors and the economic calendar in one place.

  7. Daily brief

    A scheduled write-up each morning. Missed one while the app was closed? It runs on the next start.

  8. Indicators

    SMA 50/200, RSI 14 and 52-week range for every position.

  9. Metric modules

    Sandboxed WebAssembly cards. Browse them in the catalog.

  10. MCP server

    Let Claude Desktop, Claude Code or Cursor read your portfolio. Read-only, and percentages only.

  11. PIN and home network

    Lock it with a PIN, then open it from your phone on the same network.

  12. One file, no account

    Everything lives in one database on your disk. Back it up by copying the file.

Downloads

Get it.

Free, MIT licensed, built from the public source.

Windows10 or 11, 64-bit Installer .exe Portable .zip
macOS12+, Apple Silicon and Intel Disk image .dmg Archive .zip
LinuxDebian, Ubuntu, x64 Package .deb Archive .tar.gz

Older versions and release notes live on GitHub releases.

FAQ

Asked first

What does Guided Analysis need?

A portfolio, a brief and a model that can call tools, or the Claude or Codex CLI. A run takes a few minutes and you can leave the page while it works. Without a model, the tracker, Insights and the metric modules still work.

Does it trade for me?

No. Portfolio never connects to your broker. It suggests changes and you decide. It is a record and a research aid, not financial advice.

What does the model see during an analysis?

Weights, percentages, tickers and public market data. Never amounts, quantities or balances. The app computes those on your computer when it turns a suggestion into shares.

Where is my data?

In one database file on your computer. No servers, no account. Back it up by copying the file.

How do live quotes work without a cloud?

The app asks Yahoo Finance for prices directly from your computer. Only the ticker symbols leave; your holdings and values never do. Finnhub and Financial Modeling Prep work the same way if you add a key.

Which AI does the assistant use?

The one you set up. A local runtime keeps everything offline. A cloud key or a CLI sends requests straight to that provider, never through a server of ours. Chats and briefs carry percentages, weights and tickers, not money amounts.

Can I use it from my phone?

On your home network, yes. Set a PIN in Settings, Privacy & Security, switch on Open on other devices, then open the address in your phone's browser.

What does it cost?

Nothing. It is open source under the MIT License, with no subscription and no portfolio size limit.