Portfolio tracker for macOS, Windows and Linux
Broker names are trademarks of their owners. Stonqs is not affiliated with or endorsed by any of them.
An example portfolio, three years
How did my investments do?
Deposits and withdrawals are taken out, so a big top-up never looks like good performance. This is the number to compare with an index.
How did I do?
Here your timing counts. Buying before a rally helps, adding just before a fall hurts. Realised gains come from the actual lots each sale used up.
Made-up figures. Both returns are worked out in your browser with the same formulas the app uses, so the chart is a demonstration, not a forecast or advice.
What Stonqs works out from your broker's exports, panel by panel. Shown on the app's demo portfolio, with made-up figures.
Returns
Holdings
Planning
Returns · Return by month
Each month's time-weighted return and each year's total. Money paid in or out does not count as a gain or a loss.
Returns · Return by position
What every instrument earned over the period, and how much of the portfolio's return it accounts for.
Returns · Drawdowns
How far the return sat below its last high, day by day. Deposits and withdrawals do not move it, so a top-up never hides a fall.
Holdings · Allocation
Group your holdings your way. Cash counts like any other holding, and one fund can be split across several categories.
Holdings · Income
Dividends and interest month by month, with the tax withheld at source kept apart.
Holdings · Closed trades
Every trade closed in the period, with its dates and holding time. Entry includes the purchase commission, and exit is net of the sale's fees and tax.
Planning · Rebalance
See how far each part is from its target, and the trades that close the gap, rounded to units you can actually buy.
Planning · Goals
Goals linked to their own accounts, which tell you whether your current pace gets you there in time.
Positions, trades, risk, income and reports all come from the same transactions. You record each one once.
Every trade keeps the exchange rate of its day, and you see what the currency did separately from what the investment did.
Columns, dates and decimal separators are worked out for you, in a dozen languages. You check every row before it's saved, and importing the same file twice changes nothing.
Your own categories and target weights, with suggested trades rounded to what you can buy.
Dividends and interest by year, yield on cost, payments still to come, and what fees and taxes took.
Savings plans that prepare the month's purchases for you to confirm, goals that track their progress, and alerts when a price crosses your level.
Ask why your return moved or what fees cost you this year. It answers from your own figures, not from guesswork.
Use your own key for OpenAI, Anthropic, Gemini, or a model running on your own computer.
It needs your permission to read your portfolio, once or for the whole chat.
No permission carries over to a change. You approve each one.
When the guide has no answer, it says so instead of making one up.
No account, no server, no tracking. Your portfolio is a database on your own disk, encrypted if you give the profile a password. Here is every connection the app makes, and when.
When prices are refreshed
Only when you ask
Start with the demo portfolio, then import your own broker export.
Apple Silicon is any Mac from late 2020 on. Older Macs are Intel.
On a Mac, Stonqs needs one Terminal command after installing. Without it, macOS reports the app as damaged. How to do it, and why it's safe
Windows 10 or 11, 64-bit
x86-64. Ubuntu 22.04, Debian 12 or newer.
