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wtf is portfolio-dashboard?

xbtgodxd/portfolio-dashboard — explained in plain English

Analysis updated 2026-05-18

0HTMLAudience · generalComplexity · 1/5LicenseSetup · easy

TL;DR

A single HTML file portfolio and crypto tracker that runs entirely in your browser, keeping all financial data on your own device.

Mindmap

mindmap
  root((Portfolio Dashboard))
    What it does
      Single file browser tracker
      Live crypto and stock prices
      Local only data storage
    Tech stack
      HTML
      JavaScript
      Price APIs
    Use cases
      Track holdings privately
      Keep a trade journal
      Log net worth history
    Audience
      Crypto and stock investors
    Data safety
      Backup and restore file
      No account or server

Code map

Detail Auto

An interactive map of this repo's files and how they connect — its source is parsed live in your browser. Click Visualize to build it.

filefunction / class

Why would anyone build with this?

REASON 1

Track your crypto and stock holdings privately without creating an account or trusting a third party server.

REASON 2

Keep a trade journal with win rate and profit factor stats alongside your original reasoning for each trade.

REASON 3

Log net worth over time and compare your performance against Bitcoin's price.

What's in the stack?

HTMLJavaScriptCoinGecko APIBinance APIYahoo Finance

How it stacks up

xbtgodxd/portfolio-dashboard100/rutgers-pbl-dining-2015a15n/a15n_old
Stars0
LanguageHTMLHTMLHTML
Last pushed2015-12-012016-06-18
MaintenanceDormantDormant
Setup difficultyeasyeasyeasy
Complexity1/51/51/5
Audiencegeneralgeneralgeneral

Figures from each repo's GitHub metadata at analysis time.

How do you spin it up?

Difficulty · easy Time to first run · 5min
Use freely for any purpose, including commercial use, as long as you keep the copyright notice.

Wtf does this do

Portfolio Dashboard is a personal finance and crypto tracker that runs entirely as one HTML file in your web browser. There is no server and no account to sign up for. All of your holdings, notes, and history are stored only in your own browser's local storage, so your financial data never gets sent anywhere except for simple price lookups, which only send ticker symbols, never your actual balances or notes. The dashboard lets you track a table of holdings with entry price, current price, profit and loss, and target prices, including support for leveraged positions. It pulls live prices for crypto from CoinGecko and Binance and for stocks from Yahoo Finance, though prices can also be entered by hand. It supports more than ten currencies with live exchange rate conversion, and it keeps a monthly history of your net worth over time, including a comparison line against Bitcoin's price. Beyond simple tracking, it includes a trade journal that records closed trades with win rate and profit factor statistics, a thesis board where you can write down and date your reasoning for holding a position, and an airdrop tracker for wallets, tasks, and deadlines. There is also a separate private tab meant for people who want to keep a company portfolio and personal finances tracked together but visually apart. Since everything lives in the browser, the app includes a backup and restore feature that saves your whole dashboard as a single downloadable file, which is the only way to recover your data if the browser's storage gets cleared. The project is open source and released under the MIT license, and it can also be downloaded and run completely offline, though live prices will not update in that mode.

Yoink these prompts

Prompt 1
Help me back up and restore my Portfolio Dashboard data safely between browser sessions.
Prompt 2
Explain how this dashboard fetches live prices without sending my portfolio data anywhere.
Prompt 3
Show me how to use the thesis board and trade journal features in this tool.
Prompt 4
Walk me through running Portfolio Dashboard fully offline from a downloaded index.html file.

Frequently asked questions

wtf is portfolio-dashboard?

A single HTML file portfolio and crypto tracker that runs entirely in your browser, keeping all financial data on your own device.

What language is portfolio-dashboard written in?

Mainly HTML. The stack also includes HTML, JavaScript, CoinGecko API.

What license does portfolio-dashboard use?

Use freely for any purpose, including commercial use, as long as you keep the copyright notice.

How hard is portfolio-dashboard to set up?

Setup difficulty is rated easy, with roughly 5min to a first successful run.

Who is portfolio-dashboard for?

Mainly general.

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