What’s new?

• 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.

A picture is worth a thousand words

We ❤ open-source and privacy

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.

What's next?

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.

Try it now at privatefolio.app or privatefolio.xyz/downloads.

Import your data and let the app do the rest — calculate your historical net worth, profits, losses, taxes and more.

Privatefolio is a local-first app, there is no server you data needs to travel to, it all happens right into your browser.

It leverages three kinds of public APIs:

1. APIs for asset prices: Binance, Coinbase & DeFi-Llama — Redstone, Pyth coming soon.

2. APIs for asset metadata: Coingecko (such as logo images, websites, descriptions).

3. APIs for user data: Etherscan, Binance Account API.

It also makes use of IndexedDB, which allows for high amounts of data to be stored in the browser. How much? Chrome and Chromium-based browsers allow up to 80% of disk space, i.e. on a 500GB laptop a web app can use a maximum of 400GB.

Using public APIs can be challenging, for example Coingecko's stingy free tier, nonetheless, with the use of a local cache (which works ok for metadata) we can get good user experience.

Fetching historical asset prices using Coinbase & Binance scales even if you have transacted hundreds of assets, for example, if you fetch the all daily candles of 100 assets for the past 6 years within the same minute, you would only use 10% of Binance's rate limit.

Fetching user data using Etherscan works great even for users with millions of transactions. Their public API allows up to 5 calls per second and 1 call can retrieve up to 10,000 records. Binance on the other hand is quite limiting and syncing an account can take many hours, but this is a challenge shared by all the portfolio trackers on the market.

Read more about rate limits on GitHub.

The answer is yes.

Back in November 2023 I was looking for other options beyond delta.app to use as a portfolio tracker, that is because:

1. I have to check 3 different apps to get an overview of my assets.

2. Delta reports my Binance balances inaccurately (it ignores Futures data).

3. I cannot create a pull request and extend Delta.

4. Other open-source alternatives like rotki.com lack good UI/UX.

In October 2023, the TradingView team has released a plugin system for their amazing open-source charting library called lightweight-charts. This library is what powers Privatefolio today and what made features like measuring an arbitrary net worth change possible:

If there is enough interest from people to use this product I will continue hacking on it.

You can reach out via email at hello@danielconstantin.net, start a discussion on Discord, or message me on Twitter.

Please share any positive feedback, negative feedback, thoughts or ideas.

What would you like to see next?

Privatefolio is participating in GG20. Donations will be matched using a quadratic funding mechanism, hence, small donations can have a big impact.

GG20 takes place from April 26 - May 7, 2024.