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.
New in 0.17Guided Analysis
Question every holding.
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.
- 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.
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.
Compare runs
See new, resolved and open findings since the last analysis, and how the weights moved.
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.
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
Live quotes, any currency
Stocks, ETFs and crypto from Yahoo Finance, converted to your base currency.
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.
An assistant you choose
Ollama, llama.cpp, LM Studio, any OpenAI-compatible key, or the Claude and Codex CLIs.
Exposure look-through
Sector, country and the stocks inside your funds, with overlap warnings. On the new Insights tab.
Income calendar
Dividends received and expected, yields and the next ex-dividend dates.
Markets
Treasury yields, sectors and the economic calendar in one place.
Daily brief
A scheduled write-up each morning. Missed one while the app was closed? It runs on the next start.
Indicators
SMA 50/200, RSI 14 and 52-week range for every position.
Metric modules
Sandboxed WebAssembly cards. Browse them in the catalog.
MCP server
Let Claude Desktop, Claude Code or Cursor read your portfolio. Read-only, and percentages only.
PIN and home network
Lock it with a PIN, then open it from your phone on the same network.
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.
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.