Hello DEV — we’re building Pocket Portfolio in public

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Learn more about Sovereign Financial Tracking.

Hello DEV — we're building Pocket Portfolio in public

Pocket Portfolio is an open-source investing dashboard. Drag-drop a CSV → get clean, live P/L with mock-trade sandbox and ticker-aware news.

Try it: www.pocketportfolio.app
Repo: github.com
Discord: discord.gg/Ch9PpjRzwe

5-minute test

1. Open the app (guest mode works)
2. Import a sample CSV (eToro/Coinbase/Generic)
3. Drop a screenshot below — we’ll sanity-check your mapping

Help wanted (good first issues)

• Provider health telemetry
• Smarter batching for thin symbols
• Unit tests for quote envelopes
  Comment “/claim” and we’ll assign + guide.

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Key Takeaways

Unlike cloud apps, Pocket Portfolio uses Sovereign Sync to turn your Google Drive into a database. This approach ensures:

• Data Ownership: Your financial data lives in your Google Drive, not a vendor's database
• No Vendor Lock-in: Export anytime, use any tool
• Privacy by Default: Your data never leaves your control
• Local-First Resilience: Works offline, syncs when online

Learn how to set up Google Drive Sync and turn your Drive into your personal financial database.