A desktop application for managing personal stock portfolios across US, CN (A-shares), and HK markets. It can run on MacOS, Windows and Linux.

Built with Tauri 2.0 + React 18 + TypeScript + Rust + SQLite.

• 📊 Multi-account portfolio management across US / CN / HK markets
• 🗂️ Investment category management (4 system presets + custom)
• 📈 Holdings management (add/edit/delete positions)
• 💱 Transaction recording (BUY/SELL with automatic avg cost calculation)
• 🖥️ Dashboard overview

• 📡 Real-time stock quotes (Yahoo Finance for US/HK, Tencent Finance for CN A-shares)
• 💱 Real-time exchange rates (USD/CNY/HKD) with caching
• 📸 Daily portfolio snapshot auto-collection (market value, cost, P&L)
• ⏱️ Configurable refresh intervals

• 📊 Dashboard with summary cards (total value, cost, P&L, daily change)
• 🥧 Pie charts — asset allocation by market / category / account
• 📊 Bar charts — P&L comparison across holdings
• 📈 Line charts — portfolio value trend over time
• 🔍 Multi-dimensional statistics: overall / by market / by account / by category

• 📐 TWR (Time-Weighted Return) & annualized return calculation
• 📈 Return curve with customizable time range (1W / 1M / 3M / 6M / YTD / 1Y / ALL)
• 🏦 Benchmark comparison (S&P 500, NASDAQ, CSI 300, Hang Seng Index)
• 📉 Maximum drawdown analysis with drawdown area chart
• 🧩 Return attribution (by market / category / holding — waterfall & treemap charts)
• 📅 Monthly returns heatmap table
• 🏆 Top/Bottom 10 holding performance ranking
• ⚠️ Risk metrics: volatility, Sharpe ratio, Calmar ratio

• 📸 Quarterly snapshot (auto/manual creation)
• 🔄 Quarter-over-quarter comparison (value, cost, P&L, holding changes)
• 📝 Per-holding investment notes (buy/sell/hold reasoning per quarter)
• 📋 Quarterly overall summary (Markdown editor)
• 📈 Multi-quarter trend charts (stacked area, bar, line)

• 📥📤 Data import/export (CSV/Excel) with validation & preview
• 📄 Quarterly report export (Markdown / PDF)
• 🔔 Price alerts & notifications (price threshold, change %, P&L triggers)
• 🔍 Historical decision review & tracking (per-stock timeline, decision quality stats)
• 🤖 AI-powered investment analysis (OpenAI integration, portfolio analysis, risk assessment)

stock-portfolio-manager/
├── src-tauri/                        # Rust backend (Tauri Core)
│   ├── src/
│   │   ├── main.rs                   # Entry point
│   │   ├── lib.rs                    # App setup + command registration
│   │   ├── db/                       # Database init & migrations
│   │   ├── models/                   # Data models
│   │   ├── commands/                 # Tauri IPC commands
│   │   ├── services/                 # Business logic services
│   │   │   ├── quote_service.rs      # Real-time stock quotes
│   │   │   ├── exchange_rate_service.rs  # Exchange rates
│   │   │   ├── snapshot_service.rs   # Daily & quarterly snapshots
│   │   │   ├── performance_service.rs    # Performance analysis
│   │   │   └── ai_service.rs         # AI analysis
│   │   └── utils/
│   └── Cargo.toml
├── src/                              # React frontend
│   ├── pages/
│   │   ├── Dashboard/                # Overview dashboard
│   │   ├── Accounts/                 # Account management
│   │   ├── Holdings/                 # Holdings management
│   │   ├── Transactions/             # Transaction records
│   │   ├── Categories/               # Category management
│   │   ├── Statistics/               # Multi-dimensional statistics
│   │   ├── Performance/              # Performance analysis
│   │   ├── Quarterly/                # Quarterly analysis & notes
│   │   ├── Review/                   # Historical decision review
│   │   ├── Alerts/                   # Price alerts
│   │   ├── Import/                   # Data import
│   │   ├── AI/                       # AI analysis
│   │   └── Settings/                 # App settings
│   ├── components/
│   │   ├── charts/                   # Reusable chart components (Pie, Bar, Line, etc.)
│   │   └── layout/                   # Layout components
│   ├── hooks/                        # Custom React hooks
│   ├── stores/                       # Zustand state stores
│   ├── types/                        # TypeScript type definitions
│   ├── utils/                        # Utility functions
│   └── styles/                       # Global CSS
├── docs/
│   └── PRD.md                        # Product Requirements Document (v3.0)
├── package.json
├── vite.config.ts
├── tailwind.config.js
└── tsconfig.json

• Node.js >= 18
• Rust >= 1.70
• Tauri system dependencies (guide)

# Install frontend dependencies
npm install

# Run in development mode (starts both Vite dev server and Tauri)
npm run tauri dev

# Build for production (generates platform-specific installers)
npm run tauri build

Build output is located in src-tauri/target/release/bundle/:

On a Mac, simply run:

npm run tauri build

The .dmg file will be at:

• Apple Silicon: src-tauri/target/release/bundle/dmg/stock-portfolio-manager_0.1.0_aarch64.dmg
• Intel Mac: src-tauri/target/release/bundle/dmg/stock-portfolio-manager_0.1.0_x64.dmg

To build for a specific architecture:

# Apple Silicon (M1/M2/M3)
npm run tauri build -- --target aarch64-apple-darwin

# Intel
npm run tauri build -- --target x86_64-apple-darwin

Push a version tag to trigger the GitHub Actions workflow that builds installers for all platforms:

git tag v0.1.0
git push origin v0.1.0

The workflow produces .dmg (macOS), .msi (Windows), and .deb/.AppImage (Linux) as draft release assets. You can also trigger it manually from the Actions tab.

# Run Rust backend tests
cd src-tauri && cargo test

# Type-check frontend
npx tsc --noEmit

SQLite database is stored in the system app data directory:

• macOS: ~/Library/Application Support/com.portfolio.manager/portfolio.db

You need to configure Xueqiu cookie in the setting in order to access Xueqiu API.

It is released under the GPL-3.0 license. Use it at your own risk.