Portfolio Tracker

A local-first portfolio tracker with a FastAPI backend and vanilla JS frontend.

Setup

1. Install dependencies

cd portfolio-app
pip install -r requirements.txt

2. Seed the database

Run once with portfolio_v4.html as the data source:

python seed.py ~/Downloads/portfolio_v4.html

This populates all 8 tables (tickers, transactions, prices, categories, sectors, brokers, fx_history, config).

3. Start the server

uvicorn main:app --reload

Open http://localhost:8000 in your browser.

To use a different port:

PORT=8080 uvicorn main:app --reload --port 8080

Views

View	Description
Positions	Category-grouped holdings with P&L, expandable to individual positions
Insights	Allocation pie chart by category + sector bar chart
Transactions	Full transaction history with broker/type/date filters
Prices	Update prices per ticker (stalest first)
Add	Add new tickers or transactions

Notes

• portfolio.db is never deleted or truncated by the app.
• FX rate input re-fetches positions on the fly; persisted on blur.
• Cost basis uses historical quarterly FX rates from fx_history table.
• Current value always uses the live FX rate from the sidebar input.