Your wealth, in one private ledger.

Brokerage, bank, IKE and IKZE, crypto. Built from the statements your institutions already give you, on a server you control.

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open-portfolio dashboard: net worth, records and the value series across all accounts

One ledger behind every screen.

Dashboard with net worth, records and series
Charts: returns, drawdowns, monthly heatmap, allocation and dividends
Holdings table with quantity, cost and current value per position

Dashboard

Net worth across every account, the records it has set and the series behind each number.

Charts

Time-weighted and money-weighted returns, drawdowns, a heatmap of months, allocation by asset class, dividends and correlations.

Holdings

Each position with its quantity, cost and current value, priced from Yahoo with NBP exchange rates.

From a statement to a chart in three steps.

  1. Download the statement

    An XLSX, PDF or MT940 file, the export your bank or broker already offers.

  2. Import it into the ledger

    Every line becomes a ledger entry. Importing the same file twice never counts anything twice.

  3. Read the charts

    Returns, drawdowns, allocation and dividends are computed from the ledger, so every figure is traceable to a line.

Your numbers never leave your server.

No cloud account, no data broker, no analytics. Statements are read on this machine and deleted after import; only your ledger stays.

Open source, every line of it.

Licensed under the AGPL. See how each figure is calculated, run it on your own server or add an importer for your bank.

Source code

Built from files your bank already gives you.

Polish institutions offer no customer APIs, so open-portfolio reads the statements you can download.

Run it on your own server.

Three commands once the Docker image lands. Until then, the README walks through the manual setup.

Read the README 
git clone https://github.com/ksterajewicz/open-portfolio
cd open-portfolio
docker compose up

Prefer not to run a server?

A hosted version is being considered. Leave your e-mail and tell us what would make it worth paying for.

Try it before installing.

Spending view in the demo instance

The demo runs on synthetic data, read-only, and resets on a schedule.

Open the demo