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SuiviBourse

Track your portfolio: your events in, your figures out, in one container.

The SuiviBourse dashboard: the total gain, the value of the portfolio drawn against what was paid into it, the day's movers and the accounts

Every figure on this page comes from a portfolio that does not exist. The prices behind it are real.

Run it

docker run -d \
  --name suivi-bourse \
  --restart unless-stopped \
  -v suivi-bourse:/data \
  -p 8080:8080 \
  ghcr.io/pbrissaud/suivi-bourse:5

Then open http://localhost:8080. The app asks one question — the currency you want your figures in — and from there you either type your first event or hand it a .csv/.xlsx of your history.

Your portfolio lives in the suivi-bourse volume — that is the one argument to keep if you adapt the command. There is no second mount: a file you import is read once and never kept.

Nothing is published. SuiviBourse has no accounts and no login: whoever reaches the socket reaches the whole app. Keep it on a private network, or put your own reverse proxy or VPN in front of it — see SECURITY.md.

What it does

A portfolio is a dated ledger of what you bought, sold, received and paid in, and only that. Everything else — your positions, the prices, the return series — is derived from it and rebuilt whenever the ledger moves.

The other three pages

Shares — every open line, what it cost, what it is worth, and how the whole is allocated.

The Shares page: the allocation ring over eight held lines, and the table of positions with their average cost, value, unrealised and realised gain and dividends

Accounts — each account weighed against the others, with its own curve, its composition, its annualised return and the dividends it paid.

The Accounts page: the weight of the three accounts, and the selected one with its value curve, its composition, its annualised IRR and the dividends received

Ledger — the events themselves: filter them, correct one, delete a whole import, export what you are looking at.

The Ledger page: the import band, the filters by type, account and year, and the table of recorded events

Documentation

Everything else — importing your events, reading your figures, the settings, running without Docker, coming from v4 — is on the documentation website.

Contributing

Bug reports and pull requests are welcome; please read CONTRIBUTING.md first. A vulnerability goes through SECURITY.md instead, privately.

Licence

MIT

About

Monitor the stock shares you own !

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