Pocket Portfolio Beta: A Privacy-First, Open-Source Portfolio Tracker
Pocket Portfolio just opened its doors to early adopters — and we’re thrilled to share it with the developer and fintech communities on CoderLegion.
In short, Pocket Portfolio is a free, open-source portfolio tracker that delivers live profit/loss (P/L), real-time prices from multiple providers, drag-and-drop CSV import, mock trading, and an uncompromising privacy-first design.
You can use it anonymously — no brokerage link or sign-up required — yet still get an up-to-date view of your holdings.
The project is community-led, open-source, and ad-free.
Two guiding promises: never show 0.00 and always explain every number
Finance dashboards often show meaningless 0.00 values or stale data when providers fail — breaking user trust.
Pocket Portfolio was built around two rules:
- Never show 0.00 – our price pipeline ensures failed providers never leave you staring at zeros.
You either see a valid price or a clear “stale/unavailable” label.
- Always explain every number – every quote records who supplied it, when it was fetched, and whether it’s live or cached.
If nothing lands within a strict timeout, we return the last-known-good price marked as stale.
We never coerce NaN to 0.00 — transparency over illusion.
How the Price Pipeline works
The price engine runs at the edge and fans out every quote request to multiple data providers (e.g., Yahoo Finance, Chart, Stooq).
Each call races in parallel within a 1.5 s time budget — the first valid response wins.
If all providers fail, the system falls back to the last-known-good value marked stale.
Providers accumulate health scores over time, so unreliable ones get deprioritised automatically.
This yields bounded latency, graceful degradation, and auditable results — you always get a number, or a truthful “unavailable”.
Diagram: a user request fans out to Yahoo, Chart and Stooq in parallel; the first valid (green) response wins while amber fallbacks wait, and red denotes failure.
Meet the Price Pipeline Health Card
It’s one thing to promise resilience — another to show it.
The Price Pipeline Health Card brings transparency straight to your dashboard.
Each data source shows whether it’s Fresh, Fallback, or Unhealthy, with text badges and accessible ARIA labels.
A footer summarises counts for each status, and timestamps show the last success or failure.
Mock UI showing three providers (Yahoo Quote, Yahoo Chart, Stooq) with green, amber, and red badges, plus timestamps and summary footer.
This widget uses a lightweight /api/health-price endpoint to check and classify provider health:
- Fresh – recent success (< 30 s)
- Fallback – active fallback or recent failure (< 60 s)
- Unhealthy – no success for ≥ 5 min
The card auto-updates without blocking anything else, making reliability visible.
Faster imports, cleaner data
CSV import was one of the most-requested MVP features — and it’s now dramatically improved.
Pocket Portfolio ships sample templates (eToro, Coinbase, and a generic format) so you can test instantly.
Just drop in a file, and the app normalizes your data into a clean portfolio view.
Row-level errors are reported gracefully — download a fix report, correct, and retry.
If a live price fails, fallbacks trigger automatically.
CSV import panel mockup: drag-and-drop area with sample files and note about required columns (Date, Symbol, Type, Quantity, Price).
Mock Trades & Scenario Lab — Experiment Without Risk
The Mock Trade & Scenario Lab lets you test ideas safely:
add, remove, or tweak positions; adjust size or entry; and see instant P/L updates.
Mock trades don’t affect your real totals and work across devices.
This sandbox is perfect for exploring strategies before committing real funds.
Under the hood: Resilient fallbacks & smoother UX
- Resilient pricing – client-edge architecture rotates providers and caches data; outages auto-failover.
- Refreshed UI – softer palette, better spacing, clearer typography, accessible RAG (red-amber-green) indicators.
- Per-asset insights – allocation charts, per-stock breakdowns, and ticker-aware news.
- Multi-asset support – equities, FX, and crypto via multiple data providers.
Community-Driven & Privacy-First
Pocket Portfolio exists to help people make better investment decisions — together.
It’s 100 % free and open-source, requires no sign-up, and is ad-free.
Your data stays local unless you export or sync manually.
We welcome developers, quants, and designers to contribute —
add new broker mappings, build provider adapters, or improve accessibility.
Get started and shape the roadmap
We’re in Beta — Your Feedback Matters
This is an early beta.
While the foundation is solid, there are bound to be quirks, brokers we haven’t mapped, and edge cases to refine.
Your feedback directly shapes the future of Pocket Portfolio — tell us what works, what doesn’t, and what to build next.
Together, we can craft an open, transparent alternative to closed finance dashboards.
Thanks for being part of this journey — see you in the repo and on Discord!
