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This repository has been archived by the owner on Mar 28, 2022. It is now read-only.

Application to manage a stocks portfolio for Buy & Hold investment.

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bocabitlabs/buho-stocks-desktop

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Buho-Stocks

Buho-Stocks logo

Multi platform (and offline) desktop application to manage and track a stocks portfolio with dividends and return for a Buy & Hold investment investment strategy.

Continuous Integration Status codecov

FeaturesInstallDevelopmentLinksAttributions


Buho-Stocks preview

🎁 Features

Feature Description
Unlimited portfolios
Unlimited companies per portfolio
Support for stock transactions, dividends and rights
Unlimited currencies
Unlimited sectors and subsectors
Historical Exchange rates from ECB
Import CSV files from Interactive Brokers and ING (Spain)
Export data to CSV
Fetch stock prices and exchange rates from a external source in real time.
Multiple charts: dividends, returns, sectors, currencies...
Database backup
  • Planned: Support for multiple languages

🔧 Install

⬇️ New versions are published on the Releases Page.

You can download them from there and run them on your system.

Please, be aware that since I'm developing it on Mac OS X (Currently Big Sur) this is the only "really tested" environment.

🧑‍💻 Development

Technologies used

  • React
  • Electron
  • Typescript
  • Ant Design (UI)

Dev. Requirements

  • Node 13
  • Yarn 1.22

How to contribute

If you want to participate on the project, please take a look at the CONTRIBUTING file as it includes information about the branching and commit guideliness.

1. Install dependencies
Mac OS X
brew install node && brew install yarn
2. Install the node dependencies
yarn
3. Configure the application settings

Only required if the application will be distributed on Github.

cp src/utils/config.sample.tsx src/utils/config.tsx
4. Start the application
yarn dev
Testing
yarn test
Publishing
yarn publish

🛣 Paths

  • Application's data (Mac): ~/Library/Application Support/buho-stocks
  • Logs (Mac): ~/Library/Logs/Buho-Stocks/main.log

🔗 Links

🙏 Attributions

📝 License

GPL 3

All 3rd party logos are property of their owners.