Pocket Portfolio is a community-led, open-source investing dashboard. Live profit/loss, real-time prices, human-friendly insights—built in public with the people it serves.
Unrealised P/L at a glance, refreshed with live prices every 30s.
Equities, FX, and crypto with resilient multi-source fallbacks.
Ticker-aware news with images, interleaved so every position is represented.
Broker-agnostic parsing. Add historical trades fast.
Multi-series portfolio timeline and pie allocation (mock trades excluded).
Own your data. Export any time. Open roadmap and open source.
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.
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.
We promote investment mindsets through thoughtful design, technical excellence, and ambidextrous methods—tools that are simple to use and powerful under the hood.
We stay present and adaptable to evolving markets. Community comes first—we learn out loud and ship improvements quickly with honesty and transparency.
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.
Join the waitlist and get release notes, contributor calls, and early features.
Thanks—check your inbox! 🎉
Yes. It’s open source. If the community later wants premium data sources, we’ll decide together.
You control your data. We store the minimum needed and make export easy. See our privacy note in the repository.
Please! Check the GitHub repo for issues, roadmap, and contribution guidelines.
