StockPilot

A self-hosted stock portfolio tracker and analysis tool. StockPilot combines a Go REST API backend with a SvelteKit frontend to give you real-time quotes, portfolio tracking, valuation models, allocation analysis, and more - all powered by Yahoo Finance data.

Features

• Portfolio Management - Create multiple portfolios, log trades (buy/sell), and track holdings in real time
• Live Stock Quotes - Search tickers and get current prices from Yahoo Finance (US + German markets)
• Dashboard - At-a-glance view of portfolio performance, P&L breakdown, and historical performance charts
• Valuation Models - PE, PEG, and fundamental analysis with historical EPS data and backtesting
• Allocation Targets - Set target allocations by sector/region and get rebalancing suggestions
• Portfolio Health - Automated alerts for concentration risk, overweight positions, and top pick recommendations
• Watchlists - Track stocks you're interested in and run screening filters
• Strategy Spread - Organize trades into buckets (core, growth, speculative, etc.)
• Data Export - Export holdings and trades as CSV
• Configurable Settings - Customize currency display, alert thresholds, and strategy types

Download & Run (no install required)

Grab the latest binary from the Releases page.

Linux

chmod +x stockpilot-linux-amd64
./stockpilot-linux-amd64

Windows

Just double-click stockpilot-windows-amd64.exe.

StockPilot will open your browser automatically at http://localhost:8080. Your data is stored in stockpilot.db in the same directory.

Build from Source

git clone https://github.com/RainyRoot/StockPilot.git
cd StockPilot
make dev

The backend API starts on http://localhost:8080 and the SvelteKit frontend on http://localhost:5173.

Tech Stack

Project Structure

StockPilot/
├── backend/
│   ├── cmd/server/          # Application entrypoint
│   ├── internal/
│   │   ├── config/          # Environment-based configuration
│   │   ├── domain/          # Pure domain types
│   │   ├── handler/         # HTTP handlers, router, middleware
│   │   ├── repository/      # Repository interfaces + SQLite implementation
│   │   ├── scraper/         # Yahoo Finance data provider
│   │   └── service/         # Business logic layer
│   └── pkg/
│       ├── httputil/        # JSON response helpers
│       └── money/           # Cent-based arithmetic (int64)
├── frontend/
│   └── src/
│       ├── lib/
│       │   ├── api/         # Typed API client modules
│       │   ├── components/  # Svelte components (charts, skeleton, toast)
│       │   └── utils/       # Formatting utilities
│       └── routes/          # SvelteKit pages
└── Makefile

Docker

Pull and run the complete application:

docker pull ghcr.io/rainyroot/stockpilot:latest

docker run -d \
  -p 8080:8080 \
  -v stockpilot-data:/data \
  -e DB_PATH=/data/stockpilot.db \
  ghcr.io/rainyroot/stockpilot:latest

Access the web UI at http://localhost:8080.

API Overview

All endpoints live under /api/v1. Key routes:

• GET /api/v1/stocks/search?q=AAPL - Search tickers
• GET /api/v1/stocks/{ticker} - Live quote
• GET /api/v1/portfolios - List portfolios
• POST /api/v1/portfolios/{id}/trades - Record a trade
• GET /api/v1/dashboard - Dashboard overview
• GET /api/v1/valuation/{ticker} - Valuation analysis
• GET /api/v1/settings - User settings

Contributing

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Open a pull request