CLUSTER INVESTMENT-HOLDINGS-OVER · 143 ENTRIES · EARLIEST ENTRY 2025-03-01

Investment portfolio tracking apps

The cluster consists of web applications that help individual investors and traders track stock prices, manage portfolios, monitor performance, and analyze market data. The dated entry history before the index start is thin through most of ‌2022, then picks up with a gradual climb from early ‌2025, reaching its heaviest creation around late ‌2025 and early ‌2026 before tapering. Traction leaders are Fandance-PWA, portfolio-alert, and daily-digest, each showing a zero-star activity signal.

Entry timeline

ENTRY TIMELINE

SEP 2021: 1JUN 2023: 1DEC 2024: 1MAR 2025: 2APR 2025: 2MAY 2025: 2JUN 2025: 2JUL 2025: 4AUG 2025: 1SEP 2025: 3OCT 2025: 2DEC 2025: 7JAN 2026: 5FEB 2026: 4MAR 2026: 2MAY 2026: 1JUN 2026: 1JUL 2026: 2AUG 2026: 50SEP 2026: 37OCT 2026: 13
SEP 2021OCT 2026

Members by activity

Activity signals, not revenue.

Build origin · 4 ai-built · 2 hand-coded · 14 unlabelled

Operator · 12 hobby · 2 indie · 1 open source · 5 unlabelled

Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 20 listed below. Unlabelled means nothing has decided yet — not that the answer is small.

  1. 61TradeDesk0★1 molivehobbyWeb app that lets individuals log trades, track account balances, and review trading history, with an admin dashboard for oversight of user accounts.
  2. 62stockpilot0★1 moliveWeb app that helps users track stock portfolios and monitor market performance.
  3. 63holdria0★1 mo—indieSelf-hosted web app for tracking investment portfolios in euros without spreadsheets or broker integrations.
  4. 64portfolio-tracker0★1 molivehand-codedhobbyWeb app for tracking US stock and ETF portfolios, providing live pricing, watchlist scanners, forward-looking planning calculators, and an AI analyst layer.
  5. 65wiliii0★1 moliveai-builthobbyFinancial app that helps users identify valuable investment opportunities and track their financial assets.
  6. 66SOFTWARE-_Sistema_de_Controle_de_Titulos0★1 mo—hobbyDesktop application that records financial securities and generates reports for tracking them.
  7. 67TradeTrackr2★1 molivehobbyWeb app for traders to track daily profits and losses, expenses, and broker connections in one personal finance dashboard.
  8. 68little-trades-hub0★2 mo—ai-builthobbyWeb app that helps users track and manage small-scale trades and investment activity.
  9. 69finrecord0★1 mo—hobbyWeb application that organizes and tracks personal investment records such as mutual funds, deposits, insurance policies, and pension accounts in one secure place.
  10. 70nifty-oi-pulse0★1 mo—hobbyWeb application for traders that analyzes live open interest data and predicts direction for Indian stock indices.
  11. 71wealth-planner0★1 molivehobbyWeb app that helps individuals plan and track personal wealth and investment portfolios over time.
  12. 72creative-flourish-hub0★2 mo—indieWeb app that scores uploaded financial reports, flags risks, estimates target price, and lets investors chat with and compare documents.
  13. 73StockVision6★7 mostaleliveWeb app that lets investors visualize portfolio performance and predict stock prices.
  14. 74lab-finanzas0★1 mo—hobbyWeb app that tracks S&P 500 stock portfolios with live market data, ticker details, and holdings in a dark-themed dashboard.
  15. 75liquid-asset-manager0★2 mo—ai-builtA web app for managing liquid assets, possibly tracking investments or holdings.
  16. 76IDX_CortisolMeter0★6 mostaleliveai-builthobbyWeb app that calculates historical volatility for stocks on the Indonesian exchange and converts it into an easy-to-read risk score.
  17. 77trading-journal0★2 mo—Personal web app for logging and analyzing trades across live and prop firm accounts, usable offline as an installable app.
  18. 78KeynesAI1★5 molivehobbyWeb app that provides live stock market snapshots, stock predictions, portfolio tracking, and sector browsing for investors.
  19. 79Plutus - Investment Tracker0★5 yrabandonedlivehand-codedopen sourceInvestment tracker app that records and categorizes money invested in stocks, ETFs, bonds, and savings accounts.
  20. 80Private Portfolio Tracker0★3 molivePortfolio tracker that computes net worth from manually entered holdings and CSV imports, with asset allocation charts and return calculations.