Portfolio Manager — Free, Open-Source Portfolio Tracking Software
Portfolio Manager is a free, open-source desktop application for tracking your investment portfolio, options positions, and personal finances in one place — with real-time market data, a modern dark-themed interface, and no subscription, account, or cloud sign-up required. It's built for the same kind of investor who uses ETFValuer: someone who wants clear numbers, not a black box.
Free & Open Source Windows Desktop App Real-Time Market Data
Download Portfolio Manager
Free for personal use. Source code and installer are both on GitHub.
Why Track Your Portfolio Outside Your Broker's App?
Most brokerage apps show you one account at a time and stop at the basics — current value, maybe a return percentage. They rarely combine multiple accounts, track options positions against the shares you actually hold, or connect your investing activity to a real household budget. Portfolio Manager is built to close that gap: a single local application that pulls live prices from Yahoo Finance and gives you portfolio tracking, options management, personal finance, and tax reporting side by side — with your data stored locally, not on someone else's server.
Portfolio Management
The core of the app is a full position tracker for stocks and ETFs across as many accounts as you hold:
- Add, edit, and delete positions with full buy/sell history and commission recording
- Closed-position history with realized profit and loss calculated automatically
- Automatic stock split and dividend tracking, so your cost basis stays accurate over time
- Real-time price updates pulled directly from Yahoo Finance
- A built-in position size calculator for planning new trades before you place them
Options Tracking — Covered Calls & Cash-Secured Puts
If you sell covered calls or cash-secured puts against your holdings, spreadsheets get messy fast. Portfolio Manager tracks options as first-class positions linked to the underlying shares in your portfolio:
- Covered call and cash-secured put tracking tied directly to the stock you actually hold
- Expandable tree view grouped by ticker and sorted by expiry date
- Status tracking through the full lifecycle — Open, Expired, Closed, and Exercised
- Automatic calculation of total premium, net premium, capital requirement, and P&L
- Expiry warnings and an available-funds panel so you know your exposure at a glance
Personal Finance & Budgeting
Investing doesn't happen in isolation from the rest of your finances, so Portfolio Manager includes a full personal finance ledger alongside the portfolio tools:
- A unified transaction ledger with a running balance
- Income and expense tracking with date-range filtering
- Financial goals and monthly budgets organized by category
Tax Management
Portfolio Manager includes dedicated tax tooling for recording capital gains events and generating return summaries, built around Australian capital gains tax rules. If you're an Australian investor, this turns your trade history directly into the records you need at tax time. The portfolio, options, and personal finance features are useful to any investor regardless of jurisdiction — the tax module is the one component tailored specifically to Australian tax law.
Analytics & Reporting
- Portfolio analytics dashboard covering performance over time
- Benchmark comparison against major indices
- Portfolio optimization tools
- Performance tracking with integrated news
Built with Modern, Open Technology
Portfolio Manager is written entirely in Python and is fully open source, so you can inspect exactly how your data is handled or contribute improvements yourself:
| Layer | Technology |
|---|---|
| Language | Python 3.13 |
| User interface | PySide6 (Qt), dark theme |
| Data storage | SQLite + SQLAlchemy — stored locally on your machine |
| Market data | yfinance (Yahoo Finance) |
| Analytics | pandas, numpy, pyqtgraph for charting |
| Testing | pytest |
The app also includes database backup and restore, and persistent application settings, so your portfolio history survives reinstalls and upgrades.
Frequently Asked Questions
Is Portfolio Manager really free?
Yes — it's free for personal use, and the source code is publicly available on GitHub. There's no subscription, account creation, or paywalled feature tier.
What platforms does it run on?
It's distributed as a Windows installer. Since it's written in Python with PySide6, it can also be run from source on other platforms, though the packaged installer targets Windows.
Is my financial data private?
Your portfolio, options, and budget data is stored in a local SQLite database on your own machine — it isn't uploaded to a server. The app only makes outbound calls to Yahoo Finance to fetch market prices.
Does it work outside Australia?
The portfolio tracking, options management, and personal finance features work for any investor. The dedicated tax module is built specifically around Australian capital gains tax rules, so investors in other countries would need to handle tax reporting separately.
Do I need an internet connection?
Only to pull live prices from Yahoo Finance. You can still view and edit your existing portfolio, options, and finance records without a connection.
Where can I get support or report a bug?
The project is hosted on GitHub, where you can open an issue or check the release notes for each version.
Ready to try it?
Download the latest release and start tracking your portfolio locally, for free.