Portfolio Analytics Lab
Your investments, your PAL.
Track holdings, dividends, cashflows, PnL, broker imports and portfolio performance from a local desktop dashboard built for clarity, experimentation and transparency.
Download
Start with the latest available desktop package. Additional platforms are under evaluation as the release process matures.
Latest release
Initial public desktop release with portfolio overview, broker imports, Trading212 API support, manual data inputs, cashflow tracking and dashboard analytics.
- Download the package.
- Extract the folder.
- Run the Portfolio Analytics Lab app.
- Use it locally from your browser.
Features
Built for flexible portfolio analysis, experimentation, and transparent personal finance tracking.
Portfolio overview
Track portfolio value, allocation, exposure, PnL and broker-level breakdowns.
Holdings analysis
Analyze positions by symbol, broker, currency, asset type and custom classifications.
Dividends & cashflows
Review dividends, taxes, fees, deposits, withdrawals and cash movements.
Manual broker imports
Import normalized CSV files from brokers that do not provide direct API access.
Trading212 API support
Started with Trading212 API support, then extended with user-managed manual broker imports.
Decision support
Use filters, exports and analytics views to understand portfolio decisions more clearly.
Screenshots
Overview dashboard
Main portfolio view with portfolio value, price PnL, FX impact, dividends, yield, concentration and key navigation tabs.
Version history
Each public build gets a clear version number, release notes and a matching download file. Previous versions remain available here when released.
Initial desktop release with dashboard analytics, Trading212 API support, manual transactions/positions input, cashflow tracking and local portfolio analysis.
Data privacy
Portfolio Analytics Lab is designed as a local-first desktop tool. Broker exports, portfolio data and API responses are intended to stay on your own machine. You are responsible for keeping your API keys, broker exports and local files secure.
Buy me a coffee
If you found value using the tool, a coffee helps keep it going. Support is optional and helps cover hosting, maintenance costs, testing, packaging and future development.
Buy Me a Coffee
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Community
Join the community for feedback, bug reports, setup questions and feature ideas.
When reporting an issue, mention the tab, what you clicked, and attach a screenshot if useful. Do not share API keys or private full exports publicly.
Disclaimer
Portfolio Analytics Lab is an educational and analytical tool. It is not financial advice, investment advice or tax advice. Always verify calculations independently before making financial decisions.