StockDock — track stocks from your macOS menu bar

# StockDock **A free, open-source macOS menu bar app for tracking stocks, ETFs, indices, crypto, and your portfolio P&L in real time.** No account. No API keys. No subscription. No tracking. Just your watchlist and portfolio, always one click away in the menu bar.
[![Latest Release](https://img.shields.io/github/v/release/simonsruggi/StockDock?label=download&logo=apple&color=black)](https://github.com/simonsruggi/StockDock/releases/latest) [![Downloads](https://img.shields.io/github/downloads/simonsruggi/StockDock/total?logo=github&color=2ea44f)](https://github.com/simonsruggi/StockDock/releases) [![Platform](https://img.shields.io/badge/macOS-14%2B-black?logo=apple)](https://github.com/simonsruggi/StockDock/releases/latest) [![Swift](https://img.shields.io/badge/Swift-5.9-orange?logo=swift&logoColor=white)](https://swift.org) [![License: MIT](https://img.shields.io/github/license/simonsruggi/StockDock?color=blue)](LICENSE) [![Star](https://img.shields.io/github/stars/simonsruggi/StockDock?style=social)](https://github.com/simonsruggi/StockDock) [![Sponsor](https://img.shields.io/badge/Sponsor-%E2%9D%A4-EA4AAA?logo=githubsponsors&logoColor=white)](https://github.com/sponsors/simonsruggi) [![Buy Me a Coffee](https://img.shields.io/badge/Buy%20me%20a%20coffee-FFDD00?logo=buymeacoffee&logoColor=black)](https://buymeacoffee.com/simonsruggi)
```bash brew install simonsruggi/tap/stockdock ``` **[🌐 Website](https://stockdockapp.com)** · **[⬇️ Download](https://github.com/simonsruggi/StockDock/releases/latest)** · **[✨ Features](#features)** · **[📸 Screenshots](#screenshots)** · **[❤️ Sponsor](https://github.com/sponsors/simonsruggi)** · **[☕️ Coffee](https://buymeacoffee.com/simonsruggi)** · **[🐛 Report a bug](https://github.com/simonsruggi/StockDock/issues)** · **[📝 Changelog](CHANGELOG.md)**

--- > ⭐️ **Using StockDock?** It's free and there's no tracking, so a GitHub star is the only way I know anyone's out there. If the app is useful to you, please [star the repo](https://github.com/simonsruggi/StockDock) — it takes a second and genuinely helps. And if you'd like to fuel development, you can [**❤️ sponsor me**](https://github.com/sponsors/simonsruggi) — every feature stays free for everyone. ## 🆕 New in 1.9.0 — a full desktop app StockDock lives in your menu bar, but now it also opens into a complete desktop window. Click **Open** in the popover for your watchlist, portfolios, live charts, and news in one spacious view — everything stays in sync with the menu bar. StockDock desktop window — portfolio overview with value chart, P&L, allocation and movers

StockDock desktop window — portfolio overview with value chart, P&L, allocation and movers

Also new: separate **Price** and **After-hours** columns in the watchlist (each sortable), **news search** by headline or ticker, add-to-portfolio straight from a stock's detail, sharper **forex / sub-dollar** price precision, and adjustable decimal places for percentages and values. ## Why StockDock? - 🆓 **Truly free & open source** — no paid tiers, no premium lock, no subscription, ever. - 🔒 **Private by design** — no account, no login, no analytics, no telemetry. Your watchlist and portfolio never leave your Mac. - ⚡️ **Live in your menu bar** — real-time P&L and prices without opening a single browser tab. - 🖥️ **Full desktop app too** — open a spacious window for watchlist, portfolios, charts, and news whenever you want more room. - 🌍 **Multi-currency** — track holdings in mixed currencies and see totals converted to yours, with historical rates on your cost basis. - 🔔 **Alerts that reach you** — native macOS notifications plus optional Discord / Slack webhooks. - 🍎 **Native & lightweight** — pure SwiftUI, universal binary (Apple Silicon + Intel), auto-updating via Sparkle. ## What you can track Stocks, ETFs, indices (S&P 500, NASDAQ…), crypto, and forex — anything with a Yahoo Finance symbol. Search by **symbol**, **company name**, or **ISIN** (e.g. `AAPL`, `Tesla`, `IE00B4L5Y983`). ## Screenshots ### Desktop window ![Desktop window](screenshots/desktop.png) ### In the menu bar ![Menu Bar](screenshots/menubar.png) ### The popover — watchlist, portfolios & settings

StockDock menu bar popover cycling through the watchlist, portfolio P&L and settings

| Watchlist | Portfolios | Settings | |---|---|---| | ![Watchlist](screenshots/watchlist.png) | ![Portfolios](screenshots/portfolio.png) | ![Settings](screenshots/settings.png) | ## Features - **Menu Bar P&L** — See your portfolio performance at a glance, always visible - **Desktop Window** — Open a full app window from the menu bar: watchlist, portfolios, live charts, and news, all in sync - **Watchlist** — Track any stock by symbol, name, or ISIN with live prices and daily change, with separate Price and after-hours columns you can sort - **News Search** — Filter market news by headline, ticker, or publisher - **52-Week Range** — A range bar in the watchlist showing where the price sits between its yearly low and high - **Portfolios** — Create multiple portfolios with holdings, average cost, purchase date, and P&L - **Long & Short + Leverage** — Track short positions and leveraged holdings with correct P&L math (optional, off by default) - **Export / Import** — Export single or all portfolios to JSON and import them back - **Extended Hours** — Pre-market and after-hours prices with PRE/POST badges - **Overnight & Weekends** — Optional Hyperliquid 24/7 prices when there's no Pre/Post session (overnight, weekends, holidays), so your portfolio keeps moving with the market (off by default, under Extended Hours) - **Currency Conversion** — Convert stock prices and portfolio values to your preferred currency - **Price Alerts** — One-shot alerts on price thresholds, daily change %, or proximity to 52-week high/low - **Portfolio Notifications** — Per-portfolio alerts for daily change %, change amount, value milestones, and a daily summary - **Discord / Slack Webhooks** — Mirror every notification to a Discord or Slack webhook with colored embeds - **Customizable Watchlist** — Toggle company name, day range, 52-week bar, and absolute change per row - **Customizable Menu Bar** — Choose what to display: P&L, total value, percentages, best/worst stock, or just an icon - **7 Languages** — English, Simplified Chinese, German, French, Spanish, Italian, Portuguese - **Auto-Updates** — Updates are delivered automatically via Sparkle, no manual downloads needed ## Install ### Homebrew (recommended) ```bash brew install simonsruggi/tap/stockdock ``` The app updates itself automatically via Sparkle — no need to run `brew upgrade`. ### Download 1. Download [`StockDock.dmg`](https://github.com/simonsruggi/StockDock/releases/latest/download/StockDock.dmg) (or `StockDock.zip` from [Releases](https://github.com/simonsruggi/StockDock/releases/latest)) 2. Open it and drag `StockDock.app` into `Applications` 3. Launch — the app appears in the menu bar (no Dock icon) All versions and their changelogs: [stockdockapp.com/downloads](https://stockdockapp.com/downloads). ### Build from source Requires **Xcode 15+** and **macOS 14 Sonoma** or later. ```bash git clone https://github.com/simonsruggi/StockDock.git cd StockDock xcodebuild -scheme StockDock -configuration Release -destination 'platform=macOS' -derivedDataPath .build/xcode build ``` The app bundle will be at `.build/xcode/Build/Products/Release/`. ## Use it with Claude and other AI assistants (MCP) StockDock 1.10.0 and later is also an [MCP server](https://modelcontextprotocol.io): AI assistants that support the Model Context Protocol can read its data and answer questions about it. | Tool | What it returns | |---|---| | `get_portfolio` | Holdings with live value, cost, total P&L and today's change, per portfolio and combined | | `get_watchlist` | Live quotes for your watchlist | | `get_quote` | Live quote for any Yahoo Finance ticker: stocks, ETFs, crypto (`BTC-USD`), forex (`EURUSD=X`) | Try asking: - *"How is my portfolio doing today?"* - *"Which of my holdings lost the most this week vs today?"* - *"What's the price of NVDA and BTC right now?"* **Claude Code** ```bash claude mcp add stockdock -- /Applications/StockDock.app/Contents/MacOS/StockDock --mcp ``` **Claude Desktop, Cursor and other MCP clients** — add this to the client's MCP config (Claude Desktop: *Settings → Developer → Edit Config*; Cursor: `~/.cursor/mcp.json`): ```json { "mcpServers": { "stockdock": { "command": "/Applications/StockDock.app/Contents/MacOS/StockDock", "args": ["--mcp"] } } } ``` The menu bar app doesn't need to be running: the client starts StockDock in the background with `--mcp`, without any window or menu bar icon. Portfolios and watchlist are read from StockDock's local file and never changed; quotes come from Yahoo Finance, as in the app. Your holdings do reach the AI service you connect, so connect only one you trust with them. ## Usage ### Watchlist Add stocks by clicking **Add stock** at the bottom of the Watchlist tab. Search by symbol, company name, or ISIN (e.g. `AAPL`, `Tesla`, `IE00B4L5Y983`). A local filter box lets you quickly narrow the list by name, symbol, or ISIN. Stocks show: - Current price with currency symbol - Daily change (absolute and percentage) - Day range (low – high) - A 52-week range bar with a marker showing where the price sits between its yearly low and high - Extended hours price when available (PRE/POST badge) Each of these rows can be toggled on/off in **Settings → Watchlist Display**. Right-click a stock to remove it, add it to a portfolio, or create a price alert. ### Portfolios 1. Click the **Portfolios** tab 2. Click **New portfolio** to create one 3. Click **Add holding** to add a stock with quantity, average price, and purchase date The purchase date is used to apply the historical exchange rate to your cost basis, so P&L stays accurate across currencies. Each portfolio shows: - **Total value** in your chosen currency - **P&L** (profit & loss) in absolute and percentage terms - Per-holding breakdown with price, value, and individual P&L Right-click a holding to edit or delete it. Right-click a portfolio header to configure its notifications. You can **Export** a single portfolio (or **Export All**) to a JSON file, and **Import** portfolios back — imports regenerate IDs and de-duplicate names so nothing is overwritten. ### Long / Short & Leverage By default every holding is a plain long position. Turn on **Settings → Advanced → "Enable short positions & leverage"** to unlock a **Long / Short** picker and a per-holding **leverage** field when adding or editing a holding. P&L, market value, and portfolio percentages are computed with the correct sign and exposure so long and short baskets don't cancel each other out. Existing portfolios are unaffected — the feature is opt-in. ### Price Alerts Create a one-shot alert from a watchlist stock's right-click menu. Six conditions are supported: - Price rises above a threshold - Price falls below a threshold - Daily change rises above a % - Daily change falls below a % - Price gets near its 52-week high - Price gets near its 52-week low Alerts are evaluated on every price update (WebSocket tick, REST refresh, launch, and wake). When triggered they fire a local macOS notification once, then disarm. Manage them in **Settings → Notifications**: re-arm, delete, or see the "triggered" badge. ### Portfolio Notifications Right-click a portfolio header → **Notifications…** to configure per-portfolio alerts. Four modes: - **Daily change ≥ %** — fires when the portfolio moves by at least a given percentage - **Daily change ≥ amount** — fires on an absolute move in your portfolio currency - **Value milestone** — fires when total value crosses a milestone (e.g. every 10,000) - **Daily summary** — a recap delivered after a set time of day Step-based anti-spam with hysteresis prevents repeat firing within the same step (re-fires only on the next step, resets daily). Rules and state persist per portfolio in `data.json`. ### Discord / Slack Webhooks In **Settings → Notifications**, enable the webhook toggle and paste a Discord or Slack webhook URL. Every notification (price alerts and portfolio notifications) is mirrored to the webhook in addition to the macOS notification. The app auto-detects Discord (colored green/red embeds) vs Slack (text), and only posts to `https` URLs on known hosts (SSRF-safe). Use **Send test** to verify it works. ### Settings Click the gear icon tab to configure: | Setting | Description | |---|---| | **Stock Price Currency** | Convert all displayed prices to a single currency, or keep original | | **Portfolio Currency** | Base currency for portfolio totals and P&L (EUR, USD, GBP, CHF, JPY, CAD, AUD) | | **Show Extended Hours** | Toggle pre-market and after-hours prices on/off — affects prices, P&L, and menu bar | | **Watchlist Display** | Toggle company name, day range, 52-week range bar, and absolute change value per row | | **Menu Bar Display** | What appears in your menu bar (see below) | | **Language** | English, Simplified Chinese, German, French, Spanish, Italian, Portuguese | | **Notifications** | Discord/Slack webhook, plus management of price alerts and portfolio notifications | ### Menu Bar Display Options | Option | Example | |---|---| | P&L | `P&L +321.09€` | | Daily P&L | `Daily P&L +42.10€` | | P&L % | `P&L +2.3%` | | P&L + % | `+321.09€ (+2.3%)` | | Total Value | `14396.67€` | | Best Stock | `AAPL +1.2%` | | Worst Stock | `TSLA -0.8%` | | Best & Worst | `▲AAPL +1.2% ▼TSLA -0.8%` | | Icon Only | Chart icon | Best/Worst are based on daily change % from your watchlist. ## Updates StockDock checks for updates automatically on launch via [Sparkle](https://sparkle-project.org/). You can also check manually from **Settings → Check for Updates**. No action needed — updates install seamlessly in the background. ## Data & Privacy - Real-time prices via Yahoo Finance WebSocket (~1 update/sec per symbol) - REST polling every 5 min as fallback for exchange rates - All data is stored locally in `~/Library/Application Support/StockDock/data.json` (watchlist, portfolios, alerts, portfolio notifications, webhook, and preferences) - Optional overnight & weekend prices from the public Hyperliquid API (trade.xyz perpetuals), only when you turn it on - No data is sent anywhere — the app only talks to Yahoo Finance APIs, Hyperliquid if enabled, and your own Discord/Slack webhook, if you enable it - No account required, no API keys needed ## FAQ **Is StockDock really free?** Yes — free and open source under the MIT license, with no paid tier or subscription. If you want to support development, you can optionally [sponsor me](https://github.com/sponsors/simonsruggi). **Does it work on Intel Macs?** Yes. StockDock ships as a universal binary for both Apple Silicon and Intel, on macOS 14 (Sonoma) and later. **Where does the data come from?** Public Yahoo Finance endpoints (WebSocket for live prices, REST for exchange rates). No API key needed. With **Overnight & weekends** on, off-hours prices come from the public Hyperliquid API: they are perpetual futures prices that track the stock, not official exchange quotes. **Can I track crypto, ETFs, or indices?** Yes — anything with a Yahoo Finance symbol, including crypto, ETFs, and market indices. **Do you collect any data about me?** No. There's no analytics, no telemetry, no account. Everything stays local on your Mac. **How do I uninstall it?** `brew uninstall stockdock` (or drag the app to the Trash), then optionally delete `~/Library/Application Support/StockDock`. ## Tech Stack - Swift 5.9 / SwiftUI - macOS 14+ (Sonoma) — Universal binary (Apple Silicon + Intel) - Yahoo Finance WebSocket (real-time) + REST API (fallback) - Hyperliquid WebSocket + REST API (optional overnight & weekend prices) - [Sparkle](https://sparkle-project.org/) for auto-updates - [swift-protobuf](https://github.com/apple/swift-protobuf) for WebSocket decoding ## Support the project StockDock is **free and open source, and it will always stay that way** — no paid tiers, no premium lock, no subscription, ever. It's also completely private: there's no analytics, no telemetry, no way for me to know how many people use it. If you find it useful, the best (and free) thing you can do is **[⭐️ star the repo](https://github.com/simonsruggi/StockDock)** — it's quick and it's the only signal I get that the app is worth maintaining. And if you'd like to go a step further, you can **[💛 sponsor me on GitHub](https://github.com/sponsors/simonsruggi)** or **[☕️ buy me a coffee](https://buymeacoffee.com/simonsruggi)**. It's completely optional and changes nothing about the app — every feature stays free for everyone — but it helps me keep building and maintaining StockDock and my other open-source projects. Thank you! 🙏 ## More open source Mac apps Looking for other free, open source apps for your Mac? I keep **[Awesome Mac Open Source](https://github.com/simonsruggi/awesome-mac-open-source)**: 1,000+ maintained macOS apps sorted by GitHub stars, with the Homebrew command to install each one, refreshed every week. ## Disclaimer StockDock is an independent project. It is not affiliated with, endorsed by, or sponsored by Yahoo, Hyperliquid, trade.xyz, or any exchange or data provider. All trademarks belong to their respective owners. Prices are provided as-is for information only and may be delayed or inaccurate; nothing in the app is investment advice. ## License [MIT](LICENSE) © [Simone Ruggiero](https://simoneruggiero.com)