Potatofy is a Questrade integrated investment desktop GUI for easy portfolio rebalancing in the passive investing spirit of the Canadian Couch Potato. With a few simple clicks, you can easily calculate how many shares to purchase or sell to achieve a target asset allocation. We have support for both 'buy/sell' rebalancing and 'buy only' rebalancing.
Potatofy requires authorized API access to your Questrade account, which grants the application the ability to retrieve balances, positions, orders, and executions and make requests for market data. Potatofy currently only supports login through two-factor authentication (which you should be using anyway!).
The latest version of potatofy is available for download here. Download the appropriate file for your operating system (potatofy_win.zip for Windows, or potatofy_mac.app.zip for MacOS). To run the program, unzip the downloaded file and open the potatofy shortcut (on Windows) or open potatofy_mac.app (on MacOS).
To build potatofy from source, run pyinstaller potatofy_mac.spec if you are on MacOS or pyinstaller potatofy_win.spec on Windows. Once complete, potatofy can be found in the /dist folder.