100%
average score over 5 application evaluations
Open-source portfolio tracker for monitoring net worth, analyzing strengths/weaknesses, importing data, tax reporting, and extendable under AGPL-3.0.
Privatefolio is the Free* and Open-source Portfolio Tracker.
It allows you to:
- Inspect and compare your historical net worth with no limitations
- Surface the strengths and weaknesses of your portfolio
- Import your data using .csv files or by connecting to wallets and exchanges (read-only API keys)
- Prepare your tax report
- Extend the project under the AGPL-3.0 license
Privatefolio v1 shipped:
- 100% local-first architecture: All transactions, portfolio data, and calculations are handled directly in your browser using IndexedDB. No backend server is involved — your data never leaves your device.
- CSV data imports: Allows importing portfolio data through CSV files from exchanges or block explorers.
- APIs integration: Fetch live and historical asset prices from Binance, Coinbase, and DeFi-Llama; pull metadata from Coingecko; and sync user transaction data via APIs like Etherscan and Binance.
- Data synchronization: Works within the rate limits of third-party services, supporting large transaction histories and extensive price data without paid API keys.
- Charting and analysis: Uses TradingView’s lightweight-charts library for customizable portfolio visualizations, enabling users to track historical net worth changes and compare asset performance.
- Backup and restore: Easily back up and restore your data to ensure it remains safe.
- Network support: Ethereum, Base, Arbitrum One, Optimism, and Polygon POS.
Privatefolio v2 will introduce:
- Remote server: Deploy the app on your own server to process data in the background.
- Desktop app: An app for Windows, macOS, and Linux that runs in the background, processing data without needing to keep open a browser tab.
- SQL database: Move to SQLite as the storage backend, allowing users to enter custom SQL queries, also making it easier for the app to be extended.
- Secure cloud solution: A hosted, encrypted variant of the backend, allowing users to spin up a secure cloud instance.
- Push Notifications: Being able to get notified when certain metrics such as price, portfolio value, holdings, etc.
- Reports: Weekly or monthly reports containing a summary of what has changed in your portfolio in terms of value, volatility, risk, etc.
Read more on our blog: https://paragraph.xyz/@privatefolio
Privatefolio History
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accepted into GG22 OSS - dApps and Apps 1 month ago.
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accepted into dApps & Apps 7 months ago.
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