myTickrs

A private investment ledger for stocks and options, across the world's stock markets.

You record your trades and myTickrs works out your holdings, cost basis, profit and loss, and performance charts. It gives you one view of every brokerage account in every currency, and it answers the questions a brokerage app usually doesn't: what did I actually pay, what have I earned, and how is each position doing?

This is the source-available desktop edition:

• Free for noncommercial use. The source is published under the PolyForm Noncommercial 1.0.0 license, with no subscription, no ads and no usage limits for personal and other noncommercial use. The built-in Yahoo Finance provider needs no API key, so it works without signing up anywhere.
• Your data stays on your computer. Everything is kept in one SQLite file on your own machine. There is no account, no sign-in, no telemetry and no server of ours in between.

myTickrs is a record-keeping tool. It does not place trades, connect to brokers for execution, or give investment advice.

Features

📸 AI import: start an account from a screenshot

Setting up a new account can be as simple as taking a screenshot of your current holdings.

• Take a screenshot of the positions page in your broker's app or website, and drop it on the Import page. AI reads each holding from it: ticker, quantity, average price, and unrealized and realized P/L. Stocks, ETFs and options are all read.
• Review before saving. Every holding is listed with a checkbox, so you can correct or leave out any row. Rows the AI is unsure about start unticked. If the screenshot shows market value and unrealized P/L but no average price, the average price is worked out for you. The totals printed on the screenshot are shown next to the sum of the rows, so you can see that nothing is missing.
• Save to a new account. Each holding becomes one opening trade, and its realized P/L is carried in, so your gains so far are counted from day one. After that, add transactions as they happen.
• CSV, JSON and XML files (including OFX and QFX) work too. Their columns are matched for you and remembered for the next file laid out the same way. If a file can't be matched, you can let the AI read it instead.

Screenshots are read through a myTickrs cloud account, so you sign in before you upload, and each account has a monthly number of AI files. Files are passed to the AI model only to read the holdings and are not saved. CSV, JSON and XML files whose columns are matched are read on your computer.

🌍 Global stock markets

• 42 markets built in, one per country: North and South America, Europe, the Middle East, Africa and Asia-Pacific. Among them are the US (NYSE, Nasdaq), Canada (TSX, TSXV), the UK, Germany, France, Switzerland, Japan, Hong Kong, mainland China, Taiwan, Korea, India, Singapore and Australia.
• Each market knows its time zone, currency, trading hours (including lunch breaks), weekend days and public holidays. Prices are treated as live only while that market is open.
• Listings use Yahoo-style suffixes, so SHOP.TO, 7203.T, 0700.HK and SAP.DE all resolve to the right exchange. Symbol search with autocomplete shows the company name and exchange.
• You can add, edit or turn off markets in Settings → Markets.

📈 Stocks and ETFs

• Buy and sell, cash dividends, reinvested dividends (DRIP) and stock splits.
• Holdings show quantity, average price, market value, day change, and unrealized and realized gain.
• FIFO cost basis, and an average price over all history or the current holding.
• A stock detail page charts the price with your buy and sell points marked on it.
• Selling short: sell short and buy to cover, with FIFO realized P&L. Payments in lieu of dividends and stock-loan (borrow) fees are recorded too. Borrow fees go to realized P&L or to their own short-costs line, whichever you choose.

🧾 Options

• Buy-to-open, sell-to-open, buy-to-close and sell-to-close on calls and puts.
• The full lifecycle: expiration, assignment and exercise. Assignment and exercise create the matching stock trade at the strike automatically.
• Option premium either rolls into the cost basis of assigned stock or is tracked separately. You choose.
• Rolls in one step, with the old and new contracts linked so you can see their combined P&L.
• Multi-leg strategies (verticals, iron condors, straddles, strangles, calendars) and strategy tags such as covered call, cash-secured put and the wheel.
• Open positions show days to expiry, premium, current mark and unrealized P&L. Expired contracts are flagged for action. Option P&L and premium income can be viewed by period.
• Contract terms can be adjusted by hand after corporate actions.
• Options on stocks, ETFs and indexes in the United States, Canada, the United Kingdom, Germany, France, the Netherlands, Belgium, Switzerland, Hong Kong, Japan, Australia, Singapore and India, in each market's currency and contract size. Index options (S&P 500, S&P/TSX 60, FTSE 100, EURO STOXX 50, DAX, SMI, Hang Seng, Nikkei 225, Nifty 50 and more) settle in cash.
• UK options are entered in pounds, like UK shares: a premium your broker shows as 12.5p is 0.125. Indian options ask for the lot size, which the exchange sets per stock and revises.

🏦 Multiple accounts, multiple currencies

Track every brokerage account you have, in every currency, in one place.

• Unlimited brokerage accounts, such as an RRSP, a TFSA, a margin account or an account at a second broker. Each trade belongs to one account.
• Each account has its own currency. US stocks go in a USD account, Canadian stocks in a CAD account, Japanese stocks in a JPY account, and so on.
• One account per currency in a single step. When you add an account, tick the currencies you hold there. myTickrs creates a matching account for each one, for example "TFSA - USD" and "TFSA - CAD".
• See one account or all of them together. Filter by account, or pick All accounts for the whole portfolio. Holdings can be grouped by symbol, which combines the same stock across accounts, or by account.
• Totals in your base currency. Each position keeps its own currency, while portfolio totals, the dashboard and charts are converted into your base currency at the current exchange rate.
• Fee schedules per account (commission plus regulatory fees). Fees are calculated as you enter a trade, and you can override them.

💱 Global currencies

• Keep your own list of currencies in Settings → Currencies. Any ISO 4217 code works: USD, CAD, EUR, GBP, JPY, HKD, CNY, AUD and so on.
• Each account has a currency, so you can track holdings in different currencies side by side.
• Every amount is kept in its own currency. Totals, the dashboard and charts are shown in your base currency, using the current exchange rate. Exchange-rate history is synced once a day.

📊 Dashboard

• The dashboard shows portfolio value over time, total return (all time or this year), and a comparison with a benchmark such as SPY, QQQ or VTI.

🌐 Multiple languages

The interface is available in 9 languages:

Numbers, dates and currencies are formatted for the language you choose. The app also has light and dark themes.

🔌 Pluggable market data

• Prices come from data-provider plugins. The desktop edition ships with:

  Plugin	Key needed	What it provides
  Yahoo Finance	No	Quotes, history and dividends for most markets. Always installed, so the app works out of the box
  Finnhub	Free key	Live quotes and ticker search
  Twelve Data	Free key	Price history, splits and dividends
  iTick	Key	Quotes and daily history for 30+ markets, including Hong Kong, China and Japan

• For more timely and accurate prices, add Finnhub and Twelve Data. Yahoo Finance is an unofficial source: its quotes can lag, and it can be slow or unavailable at times. Finnhub and Twelve Data are official market-data APIs. Both have a free plan, so signing up costs nothing.

  • Finnhub: fast, live quotes and ticker search. The free plan allows 60 requests a minute.
  • Twelve Data: clean daily price history, plus splits and dividends, so your charts and cost basis stay correct. The free plan allows 8 requests a minute and 800 a day.

  Create a free account, then add the provider to your markets with your API key in Settings → Data providers. Each market asks its own providers first, and uses Yahoo Finance only as a fallback.

• For each market you choose which providers to use and in what order. If one fails or reaches its rate limit, the next one is asked.

• Your API keys are yours. They are encrypted at rest, never shown again after you save them, and tested when you enter them.

• New providers can be added without changing myTickrs.

📂 Your data, your machine

• Your transactions, holdings and settings live in one SQLite file on your computer. Back it up by copying it, or move it to another machine.

• What leaves your computer: only requests for market data. The tickers you hold are sent to the price providers you enable, such as Yahoo Finance or Finnhub, to get quotes, price history and exchange rates. Your trades, quantities and balances are never sent, except when you choose to import a screenshot (see AI import).

• Optional sync with a myTickrs cloud account at mytickrs.app (Settings → Sync). It is off unless you turn it on, and only then does your portfolio leave your machine. You can also use it as a backup and restore:

  • Back up: send the data on this computer to your cloud account. This replaces what is in the cloud.
  • Restore: bring your cloud data back to this computer, for example after reinstalling or on a new machine. This replaces what is on this computer.

  Both directions ask you to confirm first, because they overwrite the other side.

Getting started

There are 3 ways to run the desktop app:

1. Install it with the installer for your system.
2. Run it with Docker.
3. Run it from source.

Requirements

• Windows, macOS or Linux
• Node.js 24 or newer for methods 1 and 3. The installer checks for it and, if it is missing or too old, asks before installing it for you. Docker (method 2) needs nothing else.

1. Install

Open a terminal and run the line for your system.

Windows (PowerShell):

irm https://files.mytickrs.app/install.ps1 | iex

macOS (Terminal):

curl -fsSL https://files.mytickrs.app/install-macos.sh | bash

Linux:

curl -fsSL https://files.mytickrs.app/install-linux.sh | bash

The installer:

1. Checks for Node.js 24 or newer. If it is not there, it asks for permission and then installs it: with winget or the official installer on Windows, the official installer on macOS, and NodeSource (apt, dnf or yum) or the official build in ~/.local/node on Linux. Installing Node.js may ask for your administrator password.
2. Downloads the latest myTickrs and unzips it into a mytickrs folder in your home folder (%USERPROFILE%\mytickrs on Windows, ~/mytickrs on macOS and Linux). Set MYTICKRS_DIR before running it to use another folder.
3. Installs the dependencies and adds a myTickrs shortcut: on the Desktop and in the Start menu on Windows, in Applications with a link on the Desktop on macOS, and in the applications menu and on the Desktop on Linux.
4. Starts the app and opens it in your browser.

If the browser does not open, go to http://localhost:5050. The database is created at data/tickrs.db inside the install folder on first start.

Start it again later: double-click the myTickrs shortcut. It starts the app in a terminal window and opens your browser; if the app is already running, it just opens the browser. Close that window (or press Ctrl+C in it) to stop the app.

Update: stop the app, then run the install line again. The new version replaces the old one, and your database (data/), your settings (.env) and any plugins you added are kept.

Uninstall: stop the app, delete the install folder and the myTickrs shortcuts. This also deletes your database, so back up data/ first if you want to keep it.

2. Run with Docker

You can also run myTickrs in Docker, with nothing else installed on your computer. This works well on a home server or NAS too. The image is files.mytickrs.app/mytickrs, for x86-64 and ARM (including Apple silicon). Open a terminal and run the line for your system.

Windows (PowerShell):

irm https://files.mytickrs.app/install-docker.ps1 | iex

macOS and Linux:

curl -fsSL https://files.mytickrs.app/install-docker.sh | bash

The installer:

1. Checks for Docker with Docker Compose v2. If they are not there, it asks for permission and then installs them: Docker Desktop on Windows (with WSL 2, which needs a restart of Windows) and on macOS (with Homebrew, or the disk image from docker.com), and Docker Engine from get.docker.com on Linux. It starts Docker if it is not running. Installing Docker needs administrator rights: on macOS and Linux the installer uses sudo, which asks for your password, so run it from an administrator account.
2. Downloads docker-compose.yml into a mytickrs-docker folder in your home folder, then downloads the image and starts it. Set MYTICKRS_DIR before running it to use another folder.
3. Opens http://localhost:5050 in your browser.

The app then starts whenever Docker starts. Your data (the database and the key that encrypts stored provider keys) is kept in the data folder of the install folder. To run it without the installer, in an empty folder:

curl -fsSLO https://files.mytickrs.app/docker-compose.yml
docker compose up -d

To change the port or reach the app from other computers, set these before running the installer, or put them in a .env file next to docker-compose.yml:

Other settings go under environment: in docker-compose.yml.

In the install folder:

3. Run from source

To run the app from the source code instead (needs Node.js 24 or newer):

1. Clone the repository, or download the source code and unzip it:

   git clone https://github.com/myTickrs/myTickrs.git mytickrs
   cd mytickrs
   

2. Install the dependencies:

   npm i   # Windows without Visual Studio C++ tools: npm i --ignore-scripts
   

3. Build and start the app:

   npm start
   

It opens http://localhost:5051 in your browser. One process serves the app and the API, and the database is created at data/tickrs.db in the source folder. Press Ctrl+C to stop it.

Configuration

Settings are read from .env in the install folder (or the repository root when you run from source). Restart the app after changing it. See .env.example for the full list.

Security note: the desktop edition has no sign-in. Anyone who can reach HOST:PORT can use the app. Keep the default 127.0.0.1 unless you trust your network.

Project structure

This is a TypeScript monorepo using npm workspaces: a React web app on top of an Express API.

apps/
  api/                    Express server for the desktop edition (SQLite)
  web/                    React app (Vite, Material UI)
  plugins/dataproviders/  installed data-provider plugins
packages/
  core/                   calculation engine: lots, cost basis, P&L, returns
  shared/                 types, enums, validation schemas, market catalog
  market-data/            provider registry, routing, rate limits, market hours and holidays
  server/                 routes and services shared by every edition
  store-sql/              SQLite storage (Kysely)
  ui/                     shared UI components, app shell, i18n
  conformance/            tests every storage implementation must pass

Development

To work on the code, clone the repository and run it with hot reload:

git clone https://github.com/myTickrs/myTickrs.git mytickrs
cd mytickrs
npm i        # Windows without Visual Studio C++ tools: npm ci --ignore-scripts
npm run dev

Open http://localhost:5050. The API runs on port 5051, and the web dev server forwards requests to it.

Contributing translations

UI text lives in JSON message files under apps/web/src/locales/<lang>/ and packages/ui/src/locales/<lang>/. To add or improve a language, edit those files. apps/web/src/locales/GLOSSARY.md lists the preferred financial terms for each language.

Roadmap

These are not supported yet:

• futures, bonds and crypto
• margin
• tax forms

License

PolyForm Noncommercial License 1.0.0. You may use, modify and share myTickrs for any noncommercial purpose, including personal investing. Commercial use needs a separate license.