A desktop application built with PySide6 for managing your stock portfolio. This application allows you to track your stocks, their purchase prices, and current values with real-time price updates from Yahoo Finance.
- Add stocks to your portfolio with symbol, quantity, purchase price, and current price
- Select stocks from S&P 500 list with company names
- Remove stocks from your portfolio
- Update stock prices manually or automatically from Yahoo Finance
- Fetch real-time stock prices with one click
- View total value of holdings
- Track price changes and performance (with color-coded percentage changes)
- Refresh all stock prices simultaneously
- Automatic data persistence (saves to SQLite database)
- Clean and modern user interface
- Python 3.10 or higher
- uv (recommended) or pip
- Install uv:
On Windows:
# Using winget (Recommended for Windows)
winget install astral.uv
# Alternative using PowerShell
powershell -c "irm https://astral.sh/uv/install.ps1 | iex"On macOS/Linux:
curl -LsSf https://astral.sh/uv/install.sh | sh- Run the application:
uv run main.pyThat's it! uv will automatically create a virtual environment and install all required dependencies.
If you want to develop or modify the application, you'll need to set up a development environment:
- Create and activate a virtual environment:
uv venv
source .venv/bin/activate # On macOS/Linux
.venv\Scripts\activate # On Windows- Install the package in editable mode:
uv pip install -e .- You can now run the application using either:
python main.py
# or
uv python main.py-
Adding a Stock
- Click the "Add Stock" button
- Either:
- Enter the stock symbol manually (e.g., AAPL), or
- Click "Select from S&P 500" to choose from the list of S&P 500 companies
- Enter the quantity of shares
- Enter the purchase price per share
- Click "Fetch Current Price" to automatically get the current market price
- Click OK to add the stock
-
Using the S&P 500 Stock Selector
- Click "Select from S&P 500" in the Add Stock dialog
- Wait for the list to load (downloaded from Wikipedia)
- Select a stock from the dropdown or type to search
- Click OK to use the selected stock
- The current price will be automatically fetched
-
Removing a Stock
- Select the stock in the table
- Click the "Remove Stock" button
-
Updating Stock Price
- Select the stock in the table
- Click the "Update Stock" button
- Click "Fetch Current Price" to get the latest price from Yahoo Finance
- Or manually enter the new current price
- Click OK to update
-
Refreshing All Prices
- Click the "Refresh All Prices" button to update all stock prices simultaneously
- The application will fetch the latest prices from Yahoo Finance for all stocks in your portfolio
The application stores all portfolio data in a SQLite database file (portfolio.db) in the same directory as the application. This file is automatically created when you first add a stock and is updated whenever you make changes to your portfolio.
Stock prices are fetched from Yahoo Finance using the yfinance library. The application provides two ways to update prices:
- Individual stock updates using the "Fetch Current Price" button
- Bulk updates using the "Refresh All Prices" button
Price changes are displayed in green for gains and red for losses, making it easy to track your portfolio's performance.
uv is recommended because it offers several advantages:
- Faster package installation than pip
- Better dependency resolution
- Built-in virtual environment management
- Compatible with existing Python tools
- Native binary distribution support
If you encounter any issues:
- Make sure you're using Python 3.10 or higher
- Verify that your virtual environment is activated
- Try reinstalling dependencies:
uv pip install --force-reinstall -e . - Check that the SQLite database file has proper permissions
The application includes a built-in S&P 500 stock selector that:
- Downloads the current S&P 500 company list from Wikipedia
- Displays both stock symbols and company names
- Allows searching and filtering of stocks
- Can be refreshed to get the latest S&P 500 list