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Pocket PortfolioPocket Portfolio.
Launch AppUtility
2024-01-15,AAPL,10
2024-02-20,MSFT,5
2024-03-10,GOOGL,3
{"symbol":"AAPL","qty":10,"date":"2024-01-15"}
{"symbol":"MSFT","qty":5,"date":"2024-02-20"}
{"symbol":"GOOGL","qty":3,"date":"2024-03-10"}
Local-First AI Analyst.

Stop giving Plaid-class aggregators your banking passwords. Drop your broker CSV below and watch our local-first pipeline analyze your portfolio — your raw ledger never leaves your device for the demo.
Founders Club: £12/mo or £100/yr. Cancel anytime. Prosumer-grade terminal for serious portfolios.

> Drop your broker CSV here (or click to upload) — local parser runs in your browser. No upload to our servers for this demo.
Actual footage of Pocket Portfolio running on localhost
New: Pocket Analyst
Your Personal Quantitative Analyst.

Ask complex financial questions. Get instant answers. Your data never leaves the secure enclave.

Pocket Analyst combines local-first privacy with Gemini & OpenAI to answer questions about your portfolio, risks, and returns.

Try Ask AI
4K
TRUSTED BY 7,700+ ENGINEERS & BUILDERS
Open Source
GitHubNPM
Verified Audit
OpenAI
Google

Audited by 7,700+ Engineers. MIT Licensed. Fork it.

Or... Build Your Own Stack.

The logic is Open Source. The database is yours.

terminal
$ npm install @pocket-portfolio/importer

$ npx pocket-init --sovereign

✓ Database initialized
✓ Local-first mode enabled
✓ Ready to import trades
Read the API Docs →
The Product Portal

Three pillars of the Sovereign Financial Stack.

Terminal Dashboard
The Terminal

Track net worth across 50+ brokers. Autonomous research by Pulitzer AI. 800+ weekly briefs. Human-verified.

Launch App
Google Drive
Sovereign Storage

Encrypted sync to your Google Drive. Standard JSON/CSV formats. No vendor lock-in. Total data portability.

Connect Storage
Founders Crown
Founders & Sponsors

Back the protocol. Direct access to the Command Team. Shape the roadmap.

Request Access
Why Choose Pocket Portfolio?
100%
Free & Open Source
0
Sign-up Required
Privacy
First Design
Community
Led Development
Built with transparency:
Open Source
Public Roadmap
Community Feedback
No Vendor Lock-in
🚫Ad-Free Promise

We will always be ad-free and will never sell ads on the platform. The only exception is educational tools and resources that help users learn about investing.

Our Mission

Pocket Portfolio exists to help people make better investment decisions, together. We are building a community-led, open-source platform that turns market noise into clear, actionable insight—so anyone can learn, evaluate, and act with confidence.

The FIN Pillars

Future • Investment • Now

Future

We design in the open and evolve with our community. We challenge the status quo in investment education and accessibility, and we focus relentlessly on clarity of insight.

  • • Open-source core
  • • Capability building with the community
  • • Insight-first design
Investment

We promote investment mindsets through thoughtful design, technical excellence, and ambidextrous methods—tools that are simple to use and powerful under the hood.

  • • Human-centered UX
  • • Robust data engineering
  • • Evidence-based decisions
Now

We stay present and adaptable to evolving markets. Community comes first—we learn out loud and ship improvements quickly with honesty and transparency.

  • • Real-time insights
  • • Fast, iterative delivery
  • • Transparent roadmap
🚀 Early Access - Help Shape the Future

We're in active development and looking for early adopters to help us build the best portfolio tracker. Your feedback shapes our roadmap and features.

Try Beta Version
Built with community

Pocket Portfolio is open source. Contribute features, fix bugs, propose ideas, or help with docs. We keep the roadmap transparent and welcome first-time contributors.

  • • Public roadmap & issues
  • • Good-first-issue labels
  • • Code of Conduct & governance
Why Sovereign?(Powered by Local-First Architecture)

Your financial data never leaves your device. Zero tracking pixels. Zero cloud latency. 100% Client-Side Encryption.

Zero Tracking

No analytics pixels. No data collection. Your portfolio data stays on your device.

Client-Side Encryption

All encryption happens in your browser. We never see your data, even if you sync to Google Drive.

No Cloud Latency

Everything runs locally. Instant load times. Works offline. Your data, your control.

FAQ

Frequently asked questions about Pocket Portfolio

Is Pocket Portfolio free?

Yes. It's open source. If the community later wants premium data sources, we'll decide together.

How do you handle my data?

You control your data. We store the minimum needed and make export easy. See our privacy note in the repository.

Can I contribute?

Please! Check the GitHub repo for issues, roadmap, and contribution guidelines.

What data sources do you use for live prices?

We use multiple data providers including Yahoo Finance, Alpha Vantage, and others with fallback support to ensure reliability.

Is my portfolio data secure?

Yes, we use industry-standard encryption and follow privacy-first principles. Your data is stored securely and you can export it anytime.

Can I import data from other platforms?

Yes, we support CSV import from most major brokers with smart normalization to handle different formats.

Supported brokers (CSV import guides)

US desktop workflows — export help and local-first import for major brokers.

Building in Public

Join our developer community. Read technical deep-dives, architecture decisions, and devlogs from the Pocket Portfolio team.

DEV.TO
Price Pipeline Health — transparency you can see (and trust)

Learn how Pocket Portfolio built a transparent price pipeline with real-time health monitoring and fallback providers.

#infrastructure#transparency#real-time
DEV.TO
Devlog: Building the Price Pipeline Health Card

A deep dive into designing and implementing the Price Pipeline Health Card so users know when data is fresh or on fallback.

#devlog#ui/ux#monitoring
CODERLEGION
Designing a 'Never-0.00' Price Pipeline in the Real World

Exploring the architectural decisions behind a resilient price pipeline that never shows $0.00 to users.

#architecture#reliability#design
CODERLEGION
OpenBrokerCSV v0.1 — let's standardise broker CSVs so everyone can build better tools

Introducing OpenBrokerCSV: a standard format for broker CSV exports to enable better portfolio tracking tools.

#csv#standardization#open-source
CODERLEGION
DISCUSS: The 'Never 0.00' Challenge — design a resilient price pipeline

Community discussion on designing a resilient client-to-edge price pipeline that never fails users.

#discussion#community#architecture
Share Pocket Portfolio

Spread local-first AI portfolio analysis — Founders Club for pros who want Pocket Analyst without shipping raw ledgers to the cloud.