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Version: v5

SuiviBourse

A personal stock-portfolio tracker. You record what you bought, sold, received and paid in; it fetches the prices, values your positions and computes your returns — in one container, with nothing else to install.

What it does​

  • It keeps your ledger. Six kinds of event — BUY, SELL, GRANT, DIVIDEND, DEPOSIT, WITHDRAWAL — recorded in the app or imported from the files your broker exports. Your events are the only thing it treats as yours; everything else it shows is derived from them and can be recomputed.
  • It fetches prices, and it fetches the past. A symbol whose market is open is polled often, a symbol whose market is closed sleeps until it reopens, and the history behind your first purchase is rebuilt in the background until it reaches it.
  • It reports in one currency. Everything you own is converted into a single base currency, so a portfolio spread over several markets still adds up to one figure.
  • It shows you five pages — a dashboard, your shares, your accounts, the ledger you gave it and what this installation is — and each figure explains, on the figure itself, the convention it rests on.
  • It has one interface, and it is that one. Everything the app knows about itself it says on those pages; there is no second surface to scrape and no second port to publish.

What it is not​

  • Not a broker, and not an adviser. It executes nothing, recommends nothing and knows nothing your events do not tell it.
  • Not a stack. There is no database to run beside it, no dashboard tool to provision and nothing to compose: one image, one store, one process.
  • Not a market terminal. Prices come from Yahoo! Finance on a polite cadence; the further back a point is, the coarser it is kept.
  • Not an upgrade from version 4. A version 5 install is a new install whose import folder happens to be full — see Coming from v4.

Start here​

Get started is one command and one screen.

Support, licence, credits​

To report a problem or request a feature, open a ticket. Pull requests are welcome — please read the contributing guide first. The project is under the MIT licence, and owes a great deal to the maintainers of the projects it relies on.