Static Portfolio Tracker

Welcome to Static Portfolio Tracker

Real-time stocks, crypto, and commodities — running entirely in this browser tab. No account, and your positions are never uploaded anywhere.

Getting started

• Add a ticker — Type a symbol (e.g. AAPL, BTC) into the ticker box in the toolbar and click Add.

• Import positions — Click the Import button to bulk-import from a CSV file or paste data directly. Auto-detects exports from Robinhood, E*Trade, Fidelity, Schwab, Webull, and Vanguard. You can also use a simple format: Symbol, Shares, Cost, Date

• Just exploring? — to fill the table with a couple of well-known tech stocks, a commodity, and a crypto.

API keys recommended

For full data coverage, add one or more free API keys in Settings. Without them, columns like market cap, P/E, EPS, and dividends show dashes.

1. FinnHub — Sign up at finnhub.io for a free key. Provides market cap, P/E, EPS, beta, dividends, earnings dates, and performance data.

2. Alpaca — Sign up at alpaca.markets for free API keys. Streams live prices for your 30 largest stock positions, plus real-time IEX quotes with bid/ask spreads and average volume. Generate the keys from a paper-trading account: market data is the same, and a paper key can’t move real money.

3. FMP (optional) — Only useful if you already have a key from before September 2025, when FMP retired the endpoints this app uses for newer free plans. Adds one more quote fallback.

Without any key, live prices still work: crypto from Alpaca (no key needed), CoinGecko, Coinbase and Kraken; about 170 large US stocks and ETFs from their tokens on Kraken; metals from a spot feed and crude, Brent and natural gas from contracts that track them; other stocks and agricultural commodities from Yahoo Finance, refreshed less often. A free Alpaca or FinnHub key gives every US stock its real price and unlocks real-time streaming, and FinnHub adds full fundamentals. A superscript D next to a price means that source serves it on a delay; a T means it is the price of a token or contract that tracks it, with the details in its tooltip.

• Multiple portfolios — Turn on Show multiple-portfolio selector bar in Settings to reveal the portfolio bar above the toolbar, where you can create, switch, rename, and delete named portfolios (e.g. Long-term, Trading, Crypto). Each has its own positions and notes. Price alerts are keyed by symbol and shared across every portfolio.

• Customize columns — Click Columns in the toolbar to show/hide any of the 30+ data columns. On desktop, drag the column headers in the table to rearrange them; the order is saved per browser.

• Price alerts — Each symbol shows a small bell 🔔 next to it. Click it to set above/below thresholds (or use the Alert fields in expanded mobile cards). Triggered rows pulse and a browser notification fires when the price crosses the threshold.

• Analytics charts — Click Show Charts in the summary bar (next to Positions) to toggle a live panel with allocation by position, the day's biggest movers, and exposure by asset class.

• Drag-to-reorder positions — Grab any row in the desktop table (or the ☰ handle on a mobile card) to manually arrange positions. Clearing the sort restores manual order.

• Share via URL — Click Share in the toolbar to generate a link containing your current portfolio. Recipients are prompted before any positions replace theirs.

• Mobile — On phones the table becomes tap-to-expand cards with full inline editing, sortable by any field, and pull-to-refresh.

• Undo / Redo — Press Ctrl+Z to undo and Ctrl+Y or Ctrl+Shift+Z to redo any change (add, remove, edit, reorder, import, clear). Up to 50 levels of history.

Not investment advice. Prices, fundamentals and analyst ratings come from free third-party sources and may be delayed, incomplete or wrong — check with your broker before acting on anything shown here.

Built by Grant · open source, MIT

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