Portfolio analytics for self-directed US investors
Open-source components for trading screens, charts, order entry, and price boards
Stage
Not given
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Founded
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Based in
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Pricing model
Free
Open source
Pricing
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
Not given
Key features
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
18 chart types with Canvas 2D or WebGL rendering
134 technical indicators
69 drawing tools including trend lines and Fibonacci
Complete trading widget with watchlists and position tracking
Realtime price board supporting 1,000 symbols at 30,000 ticks per second
Order flow visualization with liquidity heatmap
Mobile-responsive design with touch gestures
Bar replay and paper trading
Support for TypeScript, React, Vue and Svelte
Works with any exchange
What makes it different
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers
No third-party runtime dependencies
Headless chart at 176 KB gzipped
Processes live ticks into indicators in microseconds
MIT licensed and free for any market
Performance tested: 1 million bars panned at 60 fps