Pocket Portfolio – Local-first investment tracking without monthly fees

Summary: Pocket Portfolio is a local-first investment tracker that parses CSV files directly in the browser, ensuring data never leaves the device. It offers free core tracking, import tools, and dashboards with no transaction limits. The tool is open source, allowing users to inspect its code on GitHub.

What it does

Pocket Portfolio imports and tracks investment data locally by parsing CSVs in the browser. It provides a dashboard for monitoring investments without sending data to external servers.

Who it's for

It is designed for investors seeking privacy-focused, transparent portfolio tracking without recurring fees.

Why it matters

It eliminates monthly subscription costs and protects user data by keeping all processing local and open source.