Pocket Portfolio
The Local-First Investment Tracker. Stop paying monthly fees
Pocket Portfolio launched on December 20, 2025.
What it does
🛡️ It is Local-First: Your CSVs are parsed in your browser. Your data never leaves your device. 💸 It is Free (Really): The core tracking, import tools, and dashboard are completely free. No limits on transactions. 🔧 It is Open Source: We believe financial tools should be transparent. Inspect our code on GitHub.
Pocket Portfolio — also searched as PocketFolio or Pocket Folio. Sign in, import broker CSVs (IBKR, Ghostfolio, Trading 212) in-browser. No central warehouse of your raw ledger. Optional Google Drive sync you control.
Aggregate 19 + brokers in seconds. Pocket Analyst delivers AI insights on your full portfolio picture — route Ask AI to Cloud Auto or OP-Hosted Sovereign — while our edge architecture ensures your raw, itemized ledger is never warehoused for AI inference. For the live test-harness below, your file never leaves your device. Ask complex financial questions. Get instant answers. Insights are built from a bounded portfolio summary — not your raw statements. Choose Cloud Auto or OP-Hosted Sovereign in Ask AI. Pocket Analyst combines local-first portfolio context with Cloud Auto (Gemini / OpenAI) or OP-Hosted Sovereign — you choose the intelligence route. Trusted by 7,700+ operators. Local-first…from pocketportfolio.app
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Wealthfolio: Private, open-source investment tracker2024 · wealthfolio.app · ▲924Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
Portfolio Tracker: Simple & MinimalFeb 2026 · erincayaz.github.io · ▲2So, I have been investing for some time now. At first, it was easier to track my portfolio because I was just using one broker, but as time went on, my portfolio became bigger and more diversified (for example, I bought physical gold, deposited money into a savings account at Bank A, and also used Broker A and Broker B because only Broker B had the stocks I wanted to buy). It just got harder to track my investments, it was also getting harder to understand whether my investments were aligned with the portfolio I had built. So naturally, I started to search for solutions. At first, I found a…
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