stocktake
ghcr.io/jarrodruggiero/stocktake
https://ghcr.io/jarrodruggiero/stocktake
bridge
sh
false
https://github.com/jarrodruggiero/stocktake/issues
https://github.com/jarrodruggiero/stocktake
A self-hosted share portfolio tracker, built for Australian investors.
Tracks holdings, valuations and performance; computes financial-year
capital gains with FIFO parcel matching, the CGT discount and franking
credits; imports broker CSV, OFX and dividend statement PDFs; and builds
charts you design yourself.
Privacy is the point: only ticker symbols ever leave your server, to fetch
prices. No holdings, no balances, no telemetry, no phone-home. Dividend
statements are parsed locally — no cloud OCR. Turn the price feed off and
it makes no outbound requests at all.
Runs on SQLite by default: one file in appdata, nothing else to install.
Postgres is supported if you already run one.
SETUP: nothing to prepare. Start the container and open the WebUI — a
setup wizard asks where to keep the data, creates your account, and writes
the configuration file for you.
Productivity: Tools: Other:
http://[IP]:[PORT:8000]/
https://raw.githubusercontent.com/jarrodruggiero/stocktake/main/deploy/nas/unraid/stocktake.xml
https://raw.githubusercontent.com/jarrodruggiero/stocktake/main/docs/assets/icon.png
--user 99:100 --restart=unless-stopped
8000
/mnt/user/appdata/stocktake
/data/config.yaml
Australia/Melbourne