Your portfolio. Your machine. Sync on your terms.
A blazing-fast, privacy-first desktop app for tracking personal investments — built with Tauri 2 & React 19.
Stockfolio combines real-time market data with a beautiful, native desktop experience — without ever sending your financial data to a server. Every position, every purchase, every gain — stored locally on your machine.
Dashboard — Novice mode with portfolio health, winners/losers, and holdings breakdown:
Analysis — Per-ticker price chart, cost basis overlay, P&L metrics, and live news:
Watch List — Track tickers before buying, with sparklines, target price alerts, and notes:
Purchases — Full purchase log with live P&L, market value, and daily change:
Organize your investments into as many named portfolios as you like:
- Create, rename, star, and delete portfolios
- Reorder the portfolio list in the sidebar
- Each portfolio maintains its own holdings, purchases, and settings independently
Switch between Novice and Advanced modes to match your experience level — no clutter, no confusion.
| Novice Mode | Advanced Mode |
|---|---|
| Plain-English labels with helpful tooltips | Full suite of professional metrics |
| Portfolio Health indicator (diversification score) | Concentration risk analysis |
| Winners vs. Losers count card | 10-column sortable table with all data |
| Simplified 5-column holdings view | Asset Allocation breakdown by type |
Click any ticker for a full per-position breakdown:
- Mountain chart with 8 time ranges —
1D · 5D · 1M · 6M · YTD · 1Y · 5Y · MAX - Cost basis overlay — visualize your average entry price against the price curve
- Live news feed — latest articles pulled via Yahoo Finance RSS for each ticker
- Upcoming earnings — detects earnings dates and generates a one-click calendar invite (
.ics) - Drag-to-reorder favorites — pin your most important holdings to the top
- Yahoo Finance link — one click opens the ticker in your browser or in an in-app window
Organize pre-buy research across multiple named watchlists:
- Create, rename, reorder, and delete watchlists
- Live search-as-you-type — finds tickers by name or symbol via Yahoo Finance
- Keyboard navigation — arrow keys, Enter, Escape all work in the dropdown
- Sparkline mini-charts — quick at-a-glance price trend per watchlist item
- Target price — shows analyst mean price estimate alongside your watch price
- Notes — attach free-text notes to any watchlist item
- Extended hours indicators — pre-market and post-market price tags
- One-click buy — purchase directly from the watchlist when you're ready
- Backup & restore — export/import entire watchlists to CSV
Accurately track your positions across stocks, ETFs, mutual funds, and crypto:
- Log purchases with shares, price per share, and purchase date
- Automatic unrealized P&L calculation (dollar and percent)
- Daily change % for every position
- Extended hours pricing — pre-market and post-market prices with market-state indicators
- Cost basis tracking across multiple purchases of the same ticker
See your entire portfolio sorted by what matters most:
- Rank all positions by unrealized gain/loss — dollar or percent
- Instantly spot your best and worst performers across every holding
- Color-coded gain/loss bars for fast visual scanning
Keep your database wherever you want and sync across devices — entirely on your own infrastructure:
- Custom database location — move the SQLite file to any local folder, mapped drive, or cloud-synced folder (OneDrive, Google Drive, Dropbox, etc.)
- Local / network path sync — copy the database to a NAS, SMB share, or any folder on your network
- WebDAV / cloud sync — sync directly to Nextcloud, ownCloud, or any WebDAV server using app passwords
- Auto-sync on a schedule — every 5, 15, 30, or 60 minutes while the app is open
- Manual sync button — trigger a sync any time from the header, with inline last-synced timestamp
- Conflict resolution — newer database always wins; remote is backed up before overwrite
- Lock file protection — prevents two devices from writing simultaneously
- No third-party accounts, no proprietary cloud service, no subscription
You own your data — completely:
- Export to CSV or Excel (XLSX) — save your purchases any time
- Import from CSV or Excel (XLSX) — restore or migrate from another tool
- Ameriprise CSV import — dedicated import for Ameriprise account exports
- Watchlist backup/restore — export and import watchlists via CSV
- Theme support — System / Light / Dark / Warm, persisted automatically
- Dashboard mode persisted per device
- Link open mode — open Yahoo Finance links in your default browser or in a focused in-app window (no address bar)
- Info tooltips toggle — show or hide contextual help labels
| Layer | Technology |
|---|---|
| Desktop shell | Tauri 2 (Rust) |
| UI framework | React 19 + TypeScript 6 |
| Styling | Tailwind CSS 4 |
| Components | Radix UI primitives |
| Charts | Recharts 3 |
| Icons | Lucide React |
| Spreadsheet | SheetJS (xlsx) |
| Database | SQLite via rusqlite (Rust-native, bundled, no server) |
| Sync transport | reqwest — HTTP WebDAV PUT/GET + local file copy |
| Market data | Yahoo Finance (fetched natively via Rust reqwest) |
| News | Yahoo Finance RSS (parsed via Rust rss crate) |
| Build tool | Vite 8 |
Stockfolio makes zero network requests from your browser. All market data fetching happens in the Rust backend process and is stored in a local SQLite database on your machine. No accounts. No telemetry.
Sync is entirely optional and self-hosted. If you enable it, your database is copied directly between devices via a path or WebDAV server you control — no Stockfolio servers are ever involved. The sync feature works with your own NAS, Nextcloud instance, or any WebDAV-compatible service.
See SETUP.md for the full development environment setup guide.
Quick start for developers:
# 1. Clone the repo
git clone https://github.com/MTGMAD/StockFilo.git
cd StockFilo
# 2. Install JS dependencies
npm install
# 3. Run in development mode
npm run tauri devnpm run tauri buildOutput installers are placed in src-tauri/target/release/bundle/.
Pull requests are welcome. For major changes, open an issue first to discuss what you'd like to change.
- Fork the repository
- Create your feature branch (
git checkout -b feature/amazing-feature) - Commit your changes (
git commit -m 'Add amazing feature') - Push to the branch (
git push origin feature/amazing-feature) - Open a Pull Request
Distributed under the ISC License. See LICENSE for more information.
Made with ♥ using Tauri + React + Rust