About OpenStocky

OpenStocky is an open-source stock investment portfolio tracker. It does not require authentication, a database, or an account. You can track your portfolio entirely in your browser with a modern finance dashboard.

How it works

Your transactions are saved in this browser and restored when you return. No account or database is required. Data does not sync between devices or browsers. Export a CSV for backup; clearing site storage or using Clear portfolio removes your saved transactions.

Features

Browser storage — no account or database required
Single and batch transaction entry (CSV from Excel)
Export transactions to CSV for backup and re-import
Live stock prices via Yahoo Finance — no API key needed
IRR, CAGR, Sharpe ratio, volatility, win rate, and more
Total return per symbol (unrealized + realized via FIFO)
Four tabs: Holdings, Market (performance per holding), History (closed / partial / open positions), Transactions
Four interactive charts: growth, allocation, P/L attribution, weight vs return
Open source — audit and fork the code

Open Source

OpenStocky is fully open source. You can inspect every line of code, suggest improvements, report bugs, or fork the project to build your own version. Contributions are welcome — whether it's a feature, a fix, or documentation.

Paramboia/OpenStocky

GitHub Repository

Run it locally

Clone the repo and start the dev server in a few commands. No API keys or environment variables needed.

# Clone the repository

git clone https://github.com/Paramboia/OpenStocky.git

# Navigate into the project

cd OpenStocky

# Install dependencies

npm install

# Start the development server

npm run dev

Requires Node.js 18+ and npm. Open http://localhost:3000 after starting.

Contributing

Want to contribute? Here's how:

Fork the repository
Create a feature branch
Make your changes
Run npm run lint to check for issues
Open a pull request

OpenStocky was built by Miguel Macedo Parente.