A professional-grade portfolio tracker that runs entirely on your own hardware. Escape the SaaS trap, keep your financial data strictly private, and own your software forever.
Why pay monthly fees for a spreadsheet wrapper? Cloud trackers sell your data, lock you in, and disappear when they get acquired.
Your complete financial history is stored on someone else’s server. Who else is watching?
$15/month adds up to $1,800 over 10 years. For software that barely changes.
A full-stack investment engine designed for the complexities of modern portfolios.
Meet your private CFO. Perform deep-dive audits, detect yield drag, and ask complex financial questions in plain English. Because ShareTracker is self-hosted, your sensitive financial data never leaves your server—you own the intelligence and the database.
Stop guessing if you’re “beating the market.” Compare your rolling P&L against the S&P 500, STI, or any custom index in real-time.
Total API autonomy. Bring your own OpenAI or Anthropic keys. Your data and costs stay under your control, with no middlemen.
Segregate strategies by creating distinct portfolios for Retirement, Speculative, or Crypto.
Assets are tracked in native currency and automatically converted via historical FX rates.
Bulk import transactions via CSV for IBKR and other brokers with smart deduplication.
Visualize daily Unrealized P&L over time. Compare Invested Capital vs. Market Value across years.
Analyze income with a heatmap table. Track Yield on Cost and identify top generators.
Project future wealth with configurable growth rates and dividend yields.
Automatically fetch live prices and FX rates via background jobs while you sleep.
Fully responsive interface for Desktop, Tablet, and Mobile with Dark/Light modes.
Whether you are a developer or just a privacy-conscious investor, self-hosting is simple.
The easiest way to start. Download the pre-compiled application for Windows, Mac or Linux. Double click and run. No coding knowledge required.
Deploy the Python/Django application anywhere. Spin it up in a Docker container, on a Raspberry Pi, or run it headless on a remote VPS.
No, ShareTracker is a one-time purchase. You own the software forever without any recurring monthly fees. Each purchase also includes lifetime free feature updates.
We use a BYOK (Bring Your Own Keys) model. Connect directly to OpenAI or Anthropic via their official APIs. Enterprise-grade API policies explicitly prevent your anonymized portfolio data from being used to train public models.
The “Investor” package provides a standalone desktop executable—just double-click and run, no coding required. The “Hacker” package provides the raw Python source code for custom deployments.
Yes, migrating is easy. We offer a dedicated CSV importer for Interactive Brokers, alongside a flexible, generic CSV template that allows you to cleanly import trades from any other brokerage.
Everything lives directly on your hardware. ShareTracker uses a standard, self-contained SQLite database file. You maintain total control to back it up, migrate it, or query it with external tools.
Both the “Hacker” and “Investor” tiers include the full source code. You can easily deploy the Django application via Docker to any VPS (like Hetzner or DigitalOcean) or a home server.
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