Highlights / 亮点

Try it with fictional data / 先体验演示数据

Requires Python 3.10+, Node.js 22.12+ and Bash 4.3+ for the local launcher.
After make setup, run make demo and open the tracker.
Demo mode is read-only and needs no API key. It never overwrites your holdings.

Record trades with fees and fractional shares, preview every balance change, and
confirm once. Import standard CSV with duplicate detection, reverse mistakes,
back up the ledger, and keep a thesis with a review date for each security.
Native CNY/HKD/USD cash, valuation guards and flow-adjusted drawdown make the
accounting assumptions visible. AI prepares proposals for your review.

Ledger guide / 账本使用说明 · Release notes

See accounting conventions, planned work,
changes and deployment scope.

Quick Start / 快速开始

git clone https://github.com/Stepuuu/portfolio-daily-tracker.git
cd portfolio-daily-tracker
python3 -m venv .venv
source .venv/bin/activate
make setup
make demo  # or make start for your own configured portfolio
# Open http://localhost:3000

Docker is optional. The commands above run directly on a host or inside an existing container.
For users with a Docker host:

docker compose up -d

OpenClaw Skill:

clawhub install portfolio-daily-tracker

See full documentation: English · 中文

Contributing / 贡献

We welcome issues, feature requests, and pull requests!
If you find a bug, have an idea, or want to improve the code, please open an issue or submit a pull request.

欢迎提交 Issue、功能建议和 Pull Request！
如果你发现了 Bug、有改进想法或希望贡献代码，请在 Issues 中反馈，或直接提交 PR。

Citation / 引用

If this project helps your research or workflow, please cite it:

如果本项目对你的研究或工作有帮助，欢迎引用：

@misc{portfolio-daily-tracker,
  author       = {Stepuuu},
  title        = {Portfolio Daily Tracker — Self-hosted Investment Portfolio Tracking \& AI Trading Assistant},
  year         = {2026},
  publisher    = {GitHub},
  howpublished = {\url{https://github.com/Stepuuu/portfolio-daily-tracker}},
}