Investment Tracker

A portfolio dashboard for personal investments. Charts performance over time against the S&P 500 / NASDAQ, tracks stocks & options, and breaks down allocation per account.

Your data stays on your machine. Everything is parsed and computed in your browser. Nothing is uploaded, stored on a server, or transmitted anywhere. Refresh the page and the data is gone.
How to download your Fidelity history
  1. Sign in to fidelity.com.
  2. Go to Accounts & Trade → Activity & Orders.
  3. Set the date range to cover all transactions you want tracked (the longer the better — historical prices use the earliest date as the start of the chart).
  4. Click Download and choose Comma-Separated Values (CSV).
  5. Drag the downloaded file onto the upload zone above. The first time you upload, the dashboard will prompt you to give your accounts and 401k funds friendly names.
Or use your own Excel file

One row per transaction. Columns:

  • Date — transaction date
  • Account — e.g. "Roth IRA", "Joint"
  • Ticker — e.g. "AAPL", "CASH", or an OCC option symbol like "SOFI280616C20"
  • Shares — positive for buys, negative for sells
  • Unit_Price — per share (per contract for options)

Free & open source. Built because every off-the-shelf option is either paywalled, ad-supported, or wants access to your brokerage login.

My Dashboard
Performance Over Time
Allocation
Market Comparison
Holdings