Portfolio

Portfolio is a desktop app for keeping track of your investments. Everything stays on your own computer. There is no account to create, no server, and nobody else can see your data.

You add your buys and sells, or import them from your broker's export file. Trade Republic, Scalable Capital, Interactive Brokers and Degiro files are recognized automatically, and the app shows you what will be added before it touches anything. From there it keeps the numbers up to date: how much you invested, what your holdings are worth today, your gains and losses, dividends received, and fees paid. Prices are fetched live, and holdings in other currencies are converted for you.

The overview page is built from small cards that you can pick and arrange yourself. Each card is a self-contained plugin that runs in a locked-down box with no access to your files or the internet, so you can also install cards made by other people without worrying about what they might do with your data.

If you want a second opinion, the app can write a short plain-language summary of how your portfolio is doing. This can use an AI model running on your own machine, so your data never leaves it, or one of the popular online providers if you prefer.

I built it because I wanted to follow my own positions without uploading my transaction history to a third-party website. The source code is open on GitHub.