A stock represents a share in the ownership of a company and constitutes a claim on part of the company’s assets and earnings. Investment portfolio trackers and monitor apps are tools that provide investors with a comprehensive view of their investments. They offer features such as real-time price updates, portfolio management, transaction recording, profitability measurement, and more.
These tools are essential for anyone involved in investing, from beginners to seasoned professionals. They provide a comprehensive overview of investments, allowing users to track performance, manage transactions, and make informed decisions based on real-time data.
The benefits of using these tools include:
- Centralized Overview: Track all your investments in one place.
- Informed Decision Making: Real-time data and analytics help you make informed investment decisions.
- Time-Saving: Automated data gathering and analysis save you time.
- Risk Management: Analyzing the performance of your investments can help you manage risk.
1. Plutus - Investment Tracker (Android)
Plutus is an investment tracker designed to help users keep track of their investments across various categories, such as stocks, ETFs, bonds, retirement funds, high yield savings accounts, fixed deposits, and gold bars.
It is not a portfolio tracker or a budget management tool, but rather a comprehensive tool for tracking all types of investments.
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soumikshah2. Altcoin Prices (Android)
Altcoin Prices is a real-time cryptocurrency portfolio tracker for Android, which uses exchange's API for data retrieval. It is the first and only Free Libre Open Source Software (FLOSS) GPLv3 licensed cryptocurrency portfolio management app.
It gathers data directly and anonymously from public sources, and user data never leaves the device. The app supports all major coins and adds new ones regularly.
3. InvestChest
InvestChest is a free and open-source a full-stack web-based stock portfolio application, was developed as part of the Winter 2020 assessment for the NYC Tech Talent Pipeline.
It allows users to purchase stock based on real-time values from the IEX Cloud finance API. The application, deployed via a Docker Container on Amazon Web Services, was built using MERN stack, Redux, Webpack, Sass, CSS3, HTML5, and Recharts.
Features
- Full-stack web-based stock portfolio application
- Real-time stock value updates from IEX Cloud finance API
- Comprehensive registration/authentication behavior
- Error handling for input fields
- Separate Portfolio and Transaction pages
- Color indicators for pricing information
- Interactive stock chart with hover effects
- Dynamic light/dark mode
- Polished, intuitive, responsive user interface
derekwolpert4. Ticker
Ticker is a free Terminal-based stock watcher and stock position tracker, it is available for Windows, Linux, and macOS.
Features
- Live stock price quotes
- Track value of your stock positions
- Support for multiple cost basis lots
- Support for pre and post market price quotes
- Sorting
- Group stocks
- Currency conversion
achannarasappa5. CryptoShare
CryptoShare is a self-hosted, open-source solution for managing finances, offering a unified interface across website, desktop, and mobile platforms. It allows users to track income and investments, budget monthly income, record transactions and trading activity, and manage data with import/export functions.
All user data is encrypted with AES-256 encryption. The platform also aids in discovering and tracking new investment assets.
Xtrendence6. Street Merchant
Street Merchant is a free, open-source, self-hosted project that continuously monitors stock availability. It can add items to the cart when available and open the browser for you, but it will not automatically buy for you.
It also sends notifications to most platforms and devices when an item comes back in stock.
jef7. Stock Tracker
Stock Tracker is a Python application that uses Dash, yfinance, and Pandas to visualize intraday trading data of any NASDAQ listed company.
It accepts a company's ticker symbol as input and plots price fluctuations on an interactive graph, displaying current price, open price, high, low, volume, and the percentage change in price over the last day.
bovem8. Finance Tracker
Finance Tracker is a web app designed for tracking investment portfolios, not expenses. It allows users to create portfolios of assets and track operations like buying, selling, and dividends to measure portfolio profitability.
Features
- Portfolio creation and tracking: Create multiple portfolios each as a clean state and unit of storage.
- Asset management: Add and track assets representing financial instruments like stocks, options, futures, etc.
- Operation recording: Record operations such as BUY, SELL, and DIVIDENDS to track changes in asset positions and returns.
- Profitability measurement: Measure the profitability of your portfolio by tracking operations.
- Manual or API-based price updates: Update asset prices manually or through an API request based on Yahoo Finance data.
- Support for various asset types: Use for any type of assets, not just stocks.
- Developer-friendly REST API.
Metrics
There are different metrics
- Position: how many units of the asset you currently own.
- Market Value: current value of the position you are holding. Calculated as:
position * current price. - Realized P&L: profit or loss in currency of sold units. Calculated as:
value of sold units - cost of sold units. - Realized ROI: return on investment of sold units. Calculated as:
realized p&l / cost of sold units. - Unrealized P&L: profit or loss in currency of current position. Calculated as:
market value - cost of units hold. - Unrealized ROI: return on investment of current position. Calculated as:
unrealized p&l / cost of units hold. - Opportunity P&L: potential profit or loss of sold units, if you hadn't sold them. Calculated as:
current market value of sold units - value of sold units at sell price. - Opportunity ROI: potential return on investment, if you hadn't sold the units. Calculated as:
opportunity P&L / value of sold units at sell price. - Dividends: total dividends/interests received from investment.
- Dividend Yield: dividends received per dollar invested. Calculated as:
dividends / value of dividend units held.
At the moment, the metrics are calculated using an average price model. However, other models such as FIFO, LIFO, minimize or maximize gain could be used too adapting the solution.
nitobuendia9. Queds Finance
Queds Finance is a free portfolio management tool that tracks finance assets like stock and crypto transactions, and bank statements. It automatically gathers data from brokers, crypto exchanges, and banks for easier investment management.
Features
- Stock-Portfolio and Crypto-Portfolio tracking
- Wallet tracking with Session/Pre/Post market prices
- Tax calculation with FIFO
- Watchlist for monitoring assets
- Automatic data import from Degiro, Clicktrade and InteractiveBrokers
- Automatic data import from exchanges: Bitstamp, Kraken, Bittrex and Binance
- TradingView graphs for visualizing asset performance
- Easy to install using Docker and Docker-compose.
jbatalle10. Portfolio Performance
Portfolio Performance is a versatile application that operates across multiple platforms. Its main function is to monitor and evaluate the performance of your investment portfolio, which could encompass a range of assets such as stocks and cryptocurrencies.
The application is designed to provide a comprehensive analysis of your investments, tracking their progress over time and providing you with valuable insights into their performance. This allows you to make informed decisions about your investments, ensuring that your portfolio aligns with your financial goals and risk tolerance.
Platforms
- Windows
- macOS Intel
- macOS Apple Silicon
- Linux (Flatpak)
portfolio-performance11. Stock-Monitor
The Stock-Monitor application tracks prices for Tesla, Apple, Microsoft, Google, and Nike stocks, sending alerts when a stock's price falls by more than £0.25 or below the 7-day average. Notifications are sent directly to your mobile phone using IFTTT, with stock price data sourced from IEX Cloud.
jdc33812. Wealth Management
The Wealth Management app is adding features for server migration, improved user interaction, and expanded buy/sell options. Completed features include suggestion viewing, code checking, local running, and BSE stock support.
However, it did not receive any update years, so it may requires some updates..
CodeForOwn13. Stock Tracker
Simple javafx application that assists users keeping track of stock trends to make decision.
aqd1414. Stock Monitor (Self-hosted)
The Stock Monitor project works with real-time time series data, specifically stock tickers. It fetches ticker prices from third-party services in real-time, caches requested data, and executes queries on historical data. The project supports IEX as a data provider and can be run as a Docker container or locally.
Features
- Fetch stock prices from third-party service in realtime
- Cache requested data
- Execute queries on historical data
- Supported data providers: IEX
- Easy to install using Docker and Docker Compose.
kirgene15. Finance!
Finance! is a quick, free, browser-based stock portfolio manager that can be deployed anywhere.
ssorallen16. MoneyChamber
moneyChamber is a Python stock portfolio designed to provide a clearer overview of portfolio performance by excluding deposits and basing profit purely on stock price movement and paid dividends.
hmelino17- Ticker iQ
Ticker iQ is a stock screener and portfolio analyzer that provides key insights on financial reports, news articles, and more.
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