A desktop application for tracking and analyzing stock options portfolios. Built with Electron for monitoring employee stock option plans.
Version 0.4.2 | Build Date: October 10, 2025 | Status: Beta | License: MIT
Portfolio Tracker is a TRACKING TOOL ONLY - it does not execute any financial transactions.
- 📊 For Tracking Only - Monitor and analyze your portfolio performance
- 🚫 No Trading - Cannot buy, sell, or execute any transactions
- 💼 Official Platform Required - All sales must be done through your official brokerage
- ⚖️ No Financial Advice - This tool does not provide investment advice
Always use your official stock option platform for actual transactions.
- Download
Portfolio Tracker 0.4.2.exefrom Releases - Double-click to run - works from anywhere (Desktop, USB stick, network drive)
- Your data stays local in
portfolio.dbfile next to the .exe
Features: Fully self-contained • Local data storage • Privacy first • No admin rights needed • Optional internet (only for price updates)
IMPORTANT FOR MAC USERS: macOS may block the app with a "damaged file" warning. The macOS version is 64-bit (x64). Follow these steps:
Step 1: Drag Portfolio Tracker to Applications folder
Step 2: macOS shows "damaged file" warning - Click Cancel (do NOT delete!)
Step 3: Open Terminal and run:
xattr -c /Applications/Portfolio\ Tracker.appOr drag the app from Applications into Terminal after typing xattr -c (with space at end), then press Enter.
The app will now work! This is a one-time fix required for unsigned macOS apps.
- Dual-Source Support: Track both KBC and ING employee stock option grants (New in v0.3.9)
- Real-time Tracking: Monitor total portfolio value, active options, and performance metrics
- Grant Management: Track grants with exercise prices, quantities, and vesting schedules
- ING Integration: Add ING grants using ISIN (FOP number) with automatic price fetching (New in v0.3.9)
- Period-based Analysis: View changes over 30 days, 90 days, 1 year, or all time
- Profit/Loss Calculation: Real-time gains/losses with percentage changes
- Historical Tracking: Evolution data with snapshot comparisons
- Visual Indicators: Color-coded gains (green) and losses (red)
- Smart Price Updates: Once-per-day price updates after 09:00 Belgian time (Enhanced in v0.4.1)
- NTP-based time verification (industry standard, tamper-resistant)
- Automatic timezone and DST handling
- Smart scheduling with auto-enable
- Significantly faster updates with KBC CSV caching
- 16% faster ING price fetching
- Platform-Specific Links: Sell modal shows correct trading platform (New in v0.4.1)
- ING grants: Direct link to ING MyLeo platform
- KBC grants: Direct link to KBC ESOP platform
- Tax Calculations: Automated tax calculations with customizable rates
- Currency Support: Multi-currency display with Euro (€) primary
- Sales Tracking: Complete sales history with profit/loss
- Target Monitoring: Track progress against portfolio targets
- Automatic Historical Prices: Fetches real grant date prices when adding grants
- Smart Price Derivation: Derives prices from next available trading day when needed
- Bulk Updates: Update historical prices for entire portfolio with progress tracking
- Portfolio Recalculation: Automatically rebuilds evolution timeline
- Belgian Time-Based Updates: Price updates now enforced after 09:00 Belgian time
- Uses external time API (no local clock dependency)
- Automatic DST handling
- Smart scheduling: auto-enables update button when time reached
- One update per day enforcement
- Works even if app starts before 09:00
See CHANGELOG.md for complete version history.
- Launch: Double-click
Portfolio Tracker 0.4.2.exe - First Run: App creates
portfolio.dbfile - Add Grant:
- Click "➕ Add Grants"
- Select source (KBC or ING)
- For ING: Enter ISIN from your option plan documents
- For KBC: Enter grant date and exercise price
- Track: Navigate tabs to view portfolio performance
- Execute Sales: Use your official brokerage platform
- Database:
portfolio.db- Contains all your portfolio data - Backup: Copy both
.exeand.dbfiles - Privacy: Your data never leaves your computer (except price updates)
- 🔒 Local Data Storage - All data stored on your machine
- 🚫 No Data Transmission - Portfolio data never transmitted
- 🏠 Local Database - SQLite
portfolio.dbfile - 👤 Full Control - You own all your data
- 📈 Price Updates - Internet required only for fetching current stock prices
- 🔄 Optional - App works offline with existing data
- 🔒 Secure - Only fetches publicly available stock price information
- 📁 Run Anywhere - Desktop, USB stick, network drive
- 💼 Business Use - Works in corporate environments
- 🔄 Easy Backup - Just copy .exe and .db files
Portable .exe won't start:
- Run from writable location (not Program Files)
- Check Windows Defender/antivirus isn't blocking
- Ensure sufficient disk space (100MB+)
- Try Desktop or Documents folder
Database errors:
- Ensure folder containing .exe is writable
- Check
portfolio.dbisn't opened by another program - Verify antivirus isn't blocking database creation
"Damaged file" warning:
- See installation instructions above
- Run
xattr -ccommand in Terminal - This is required for unsigned apps on macOS
Performance issues:
- Close other applications to free memory
- Reduce chart data range for large datasets
- Run from local drive instead of network drive
For issues and feature requests:
- Check troubleshooting section above
- Review existing issues in repository
- Create new issue with detailed information
Built With: Electron, SQLite, Chart.js, HTML/CSS/JavaScript
Requirements:
- Windows 10+ or macOS 10.13+
- 512MB RAM minimum
- 150MB disk space
For developer documentation, see DEVELOPER.md
See CHANGELOG.md for detailed version history.
MIT License - see LICENSE file for details.
Special thanks to @TomGun87 for heavy lifting on ING implementation and core architecture.
Portfolio Tracker v0.4.2 - Professional stock options portfolio management with dual-source support (KBC and ING).