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Gainly: Simple portfolio tracker

Very simple app to track portfolio performance based on a ledger of buy/sell transactions.

Useful for keeping a single view of a portfolio that might be scattered across multiple brokers.

Usage

PYTHONPATH=. uv run streamlit run gainly/lit/main.py

Tests

uv run pytest -s tests/

TODO

  • Support multiple transactions on the same timestamp
  • Compute capital gains for all sell orders and display in txn history
  • Multi currency support
  • Compute cost base per position
  • Create a normalized instrument table with isin/yahoo_ticker/asset_class/currency

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Very simple app to track portfolio performance based on a ledger of buy/sell transactions.

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