I’m happy to announce that Privatefolio v2 is available as a public beta. This release is a meaningful step towards achieving a local-first and privacy focused portfolio manager that is on par with popular SaaS alternatives.
Desktop apps – they are available to download for Windows, Linux, and Mac. You can install it and let it run in the background – no need to keep a browser tab open anymore.
Cloud service – PrivateCloud™️ offers a free & premium tier and it's ideal for users that wish to access the app from their smartphone or do not wish to use the desktop apps.
Self-hosting – for the self sovereign individual, deploying a self-hosted instance of Privatefolio can be done in <5 minutes, using Docker. Make use of the extensive documentation in our GitHub repository and make sure to read the fly.io deployment example.
SQL – the core of Privatefolio has changed, while you can still access v1 which is powered by PouchDB, a no-sql database available in the browser, in v2 we leverage the very familiar SQL language with its most popular implementation: SQLite. Developers and power users can make use of it in building powerful analytics for investment portfolios.
Trades – a new primitive. Alongside audit logs and transactions, users can now inspect all their historical trades, including data like cost basis and profit & loss.
Time travel – inspect your portfolio and your trades at any given time in the past. See it on the live demo (don't forget to select the Inspect cursor in the chart toolbar).
Pro chart – did you ever want to use indicators and drawing tools on your own data? Now you can.
Extensions – the best time to extend Privatefolio is now! Extensions have their own page, clear documentation, and plenty of examples. Developers are invited to create & publish their own extensions and earn a share of the revenue (from the cloud subscriptions). In the future they will be able to sell extensions to other users for a flat fee or a recurring subscription.
Privatefolio is built for developers! From the choice of license to the choice of technologies. You can think of it as a Wordpress-like platform. Are you familiar with TypeScript, React, Bun, and Electron? Then check out our developer guide on GitHub.
Key Points of the GNU AGPLv3 License:
Freedom to Use: You can use the software for any purpose, including commercial use.
Freedom to Study and Modify: You can study how the program works and modify it to suit your needs, including for commercial purposes.
Freedom to Distribute Copies: You can redistribute copies of the original program, helping others benefit from it.
Freedom to Distribute Modified Versions: You are allowed to distribute your modified versions, including for profit. However, if you run a modified version of the software on a server and allow others to interact with it, you must provide the source code of the modified version to those users.
In the next few versions expect features like Push notifications, Reports (weekly or monthly reports containing a summary of what has changed in your portfolio in terms of value, volatility, risk, etc.), Cloud syncing and, of course, more extensions (depending on what users find most valuable).
Help shape the future of this project by joining the discussion on Discord and Twitter.
