folio

Client-side portfolio tracker for multi-currency holdings

Language
TypeScript
License
Proprietary
Category
Web App
Open App

A local-first portfolio tracker for crypto, stocks, ETFs, commodities and fiat. Running cost basis across platforms and currencies, with fee tracking and per-account tax status, CSV import that recognises platform exports, automatic rate fetching with cross-currency triangulation, and everything held in your own browser. Formerly calc.

Features

01

Four-tab layout — portfolio, assets, platforms, settings — with URL routing for every view

02

Running cost basis tax model — transaction types and reasons, fee tracking, per-account tax status and a portfolio-level tax summary

03

Automatic rate fetching from six sources with fallback chains, so one API being down does not stop a valuation

04

Cross-currency triangulation through USD, GBP, EUR, ETH and BTC pivots, for pairs nobody quotes directly

05

Historical seed data — daily crypto prices back to 2021, monthly stock, ETF, commodity and fiat data to 2010

06

CSV import that recognises the export — platform signature detection, symbol resolution and transfer types, from a paste or a file

07

Price charts with adaptive resolution and market-closed gap filling

08

Eleven built-in themes across dark professional, dark atmospheric, dark minimal and light families, plus a custom theme editor with WCAG-aware token derivation

09

IndexedDB persistence (Dexie v10) with JSON export/import and multi-tab sync

10

Local-first — no accounts, no tracking, data lives in your browser

11

Optional shared price server — a Cloudflare Worker backed by D1 for backfilling historical rates, which the app works without