Track Your Investments Like a Pro

Sharefolio is an actively maintained investment portfolio management tool, originally launched in 2022 as Sharefolio Analyser ASX. Users can upload their trade and dividend history in CSV or manually enter records via the platform. Sharefolio then analyses portfolio performance and provides insights with interactive charts.

What began as a tool for Australian Securities Exchange (ASX) investors has since grown to support international markets. Following its web-based origins, Sharefolio is now distributed as a local desktop app for macOS, keeping it freely accessible without ongoing hosting costs.

Sharefolio was awarded Best Junior Undergraduate Project by Citadel Securities at the Coding Fest 2023 at the University of Sydney.

Features

Portfolio Tracking CSV Import Interactive Charts Dividend History International Markets

Tech Stack

Python Flask SQLite Pandas NumPy HTML / CSS / JS

Platform

macOS Desktop App

Download

Sharefolio for macOS

Unzip and open Sharefolio.app.

This is a personal project and is not signed by Apple. Before opening, remove the quarantine flag by running the following command in Terminal from the folder where you unzipped the app:

xattr -cr Sharefolio.app

Download for macOS

About Coding Fest

University of Sydney