Application to manage and track a stocks portfolio with dividends and return for a Buy & Hold investment investment strategy.
• Features • Install • Development • Links • Attributions • Screenshots •
Using a spreadsheet to manage a portfolio can become a complicated and tedious task, as well as calculating investment returns. That's why I decided to create this application, to simplify these periodic and monotonous tasks of portfolio management.
| Feature | Implemented |
|---|---|
| Unlimited portfolios | ✅ |
| Unlimited companies per portfolio | ✅ |
| Support for stock transactions, dividends and rights | ✅ |
| Unlimited sectors and subsectors | ✅ |
| Import CSV files from Interactive Brokers | ✅ |
| Fetch stock prices and exchange rates from a external source in real time. | ✅ |
| Multiple charts: dividends, returns, sectors, currencies... | ✅ |
| Support for multiple languages | ✅ |
Documentation is available on Github Pages.
- React
- Django
- Typescript
- Mantine (UI)
- Docker
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.
You can find information about how to configure the development environment on the DEVELOPMENT docs
Usage and deployment guides are available on the Documentation
- Illustrations: https://undraw.co/search
- Logo by lavarmsg
All 3rd party logos are property of their owners.
If you like this project — or just feeling generous, consider buying me a beer. Cheers! 🍻
