bocabitlabs / buho-stocks

Stocks and dividends portfolio manager
https://bocabitlabs.github.io/buho-stocks/
GNU General Public License v3.0
36 stars 12 forks source link
dividends django exchange finance portfolio react stock tracker

Buho Stocks

Buho-Stocks logo

Application to manage and track a stocks portfolio with dividends and return for a Buy & Hold investment investment strategy.

Django CI React CI

Buho Stocks portfolio screen

FeaturesInstallDevelopmentLinksAttributionsScreenshots

🚀 Motivation

Using a spreadsheet to manage a portfolio can become a complicated and tedious task, as well as calculating investment returns. That's why I decided to create this application, to simplify these periodic and monotonous tasks of portfolio management.

🎁 Features

Feature Implemented
Unlimited portfolios
Unlimited companies per portfolio
Support for stock transactions, dividends and rights
Unlimited sectors and subsectors
Import CSV files from Interactive Brokers
Fetch stock prices and exchange rates from a external source in real time.
Multiple charts: dividends, returns, sectors, currencies...
Support for multiple languages

📚 Documentation

Documentation is available on Github Pages.

⚛️ Technologies used

🫂 How to contribute

If you want to participate on the project, please take a look at the CONTRIBUTING file as it includes information about the branching and commit guideliness.

You can find information about how to configure the development environment on the DEVELOPMENT docs

📘 Usage and deployment guides

Usage and deployment guides are available on the Documentation

🙏 Attributions

📝 License

GPL 3

All 3rd party logos are property of their owners.

🍺 Donate

If you like this project — or just feeling generous, consider buying me a beer. Cheers! 🍻

🖼️ Screenshots

Buho Stocks portfolio screen

Buho Stocks portfolio screen companies

Buho Stocks company screen

Buho Stocks portfolio list screen