AI-Powered & Self-Hosted

Investment Intelligence.
Augmented by AI.

The world’s first professional-grade portfolio tracker with a built-in AI Analyst. Private, self-hosted, and 100% owned by you.

Private AI Analyst

Zero Data Leaks

Real-time Insights

localhost:8000

ShareTracker Dashboard Preview

AI Analyst Active

“Isolate my EUR currency risk for 2026.”
Insight Engine

Your European holdings show a -4.20% yield drag. Local growth is strong, but SGD strength is offsetting gains.

Your Portfolio,
Fully Audited.

ShareTracker isn’t just a ledger. It’s a private CFO that lives on your server, analyzing your risk while you sleep.

Zero-Knowledge Intelligence

Run powerful LLMs locally via Ollama or connect to OpenAI. Your financial data never trains a public model.

SaaS Fatigue is Real.

Why pay monthly fees for a spreadsheet wrapper? Cloud trackers sell your data, lock you in, and disappear when they get acquired.

Privacy Nightmare

Your complete financial history is stored on someone else’s server. Who else is watching?

Recurring Costs

$15/month adds up to $1,800 over 10 years. For software that barely changes.

Self-Hosted Freedom

ShareTracker is a full-stack Django application designed for ultimate portability. Run it on your local machine, a private VPS, or within a Docker container.

  • Django & PostgreSQL/SQLite Support
  • Docker-Ready Deployment
  • Background Task Automation
  • Zero Third-Party Tracking

Get the Code

Institutional Grade Analytics

A full-stack investment engine designed for the complexities of modern portfolios.

NEW

AI Portfolio Auditor

Meet your private CFO. Perform deep-dive audits, detect yield drag, and ask complex financial questions in plain English. Because ShareTracker is self-hosted, your sensitive financial data never leaves your server—you own the intelligence and the database.

Relative Benchmarking

Stop guessing if you’re “beating the market.” Compare your rolling P&L against the S&P 500, STI, or any custom index in real-time.

BYOK Architecture

Total API autonomy. Bring your own OpenAI or Anthropic keys. Your data and costs stay under your control, with no middlemen.

Multi-Portfolio Support

Segregate strategies by creating distinct portfolios for Retirement, Speculative, or Crypto.

Global Currency Engine

Assets are tracked in native currency and automatically converted via historical FX rates.

Seamless Data Portability

Bulk import transactions via CSV for IBKR and other brokers with smart deduplication.

Rolling P&L Trends

Visualize daily Unrealized P&L over time. Compare Invested Capital vs. Market Value across years.

Dividend Matrix

Analyze income with a heatmap table. Track Yield on Cost and identify top generators.

Portfolio Simulator

Project future wealth with configurable growth rates and dividend yields.

Automated Market Data

Automatically fetch live prices and FX rates via background jobs while you sleep.

Modern Multi-Device UX

Fully responsive interface for Desktop, Tablet, and Mobile with Dark/Light modes.

Run It Your Way

Whether you are a developer or just an investor, we have a deployment method for you.

01

Desktop Executable

The easiest way to start. Download the pre-compiled application for Windows, Mac or Linux. Double click and run. No coding knowledge required.

Perfect for: Personal use on a laptop

02

Source Code

Deploy the Python/Django application anywhere. Run it on a Raspberry Pi, a DigitalOcean VPS, or your home server.

Perfect for: 24/7 Access & Customization

Pay Once. Own Forever.

The Hacker
For Python Developers
$49
  • Full Source Code
  • Deployment Scripts
  • SQLite Database
  • Local AI Support (Ollama)

Download Source

Common Questions

Is this a subscription?

No. You pay once and own the version you bought forever. You get 1 year of free updates included.

How does the AI keep my data private?

We use a BYOK (Bring Your Own Keys) model. You can run open-source models completely locally via Ollama. If you opt for OpenAI, your requests are routed through their enterprise API, which explicitly prevents your data from training their models. Furthermore, all asset tickers are anonymized before leaving your machine.

How do I install it?

If you choose the “Investor” package, you get a standard executable file. Just double click to run. If you choose “Hacker”, you get the Python source code to run however you like.

Can I import my data?

Yes. We support CSV imports from Interactive Broker and a generic format for any other broker.

Where is my data stored?

On your machine. The application creates a standard SQLite database file. You can back it up, copy it, or open it with other tools.

What if I want to run it on a server?

The “Hacker” and “Investor” plans include the source code. You can deploy this to any VPS (DigitalOcean, Hetzner) or home server that supports Python.