v1.0.0 — Portfolio Manager: Initial Release

Portfolio Manager v1.0.0

A desktop application for managing investment portfolios with real-time market data, personal finance tracking, options management, and a modern dark-themed GUI.

Portfolio

• Add, edit, and delete positions with full buy/sell tracking and commissions
• Closed positions history with realised P&L
• Stock split and dividend recording
• Real-time price updates via Yahoo Finance
• Position size calculator

Options Tracking

• Track covered calls and cash-secured puts against portfolio tickers
• Expandable tree grouped by ticker, sorted by date
• Statuses: Open, Expired, Closed (bought back), Exercised
• Calculated Total Premium, Net Premium, Net per Share, Capital Required, P&L
• Expiry warnings and an Available Funds panel (Ledger Balance minus locked Put capital)

Personal Finance

• Unified Ledger — buys/sells, dividends, income, expenses, deposits, withdrawals, and option transactions with a running balance
• Income & Expenses tracking with date filtering
• Financial Goals and monthly Budgets per category

Tax Management

• Capital gains event recording, tax event log, and tax return summaries (AU tax rules)

Analytics & Tools

• Portfolio analytics dashboard, benchmark comparison, portfolio optimisation, performance and news tabs, reports

Application

• Dark theme throughout, with database backup/restore and persistent settings

Tech Stack

Python 3.13, PySide6, SQLite + SQLAlchemy, yfinance, pandas/numpy, pyqtgraph, pytest