macOS App

A macOS desktop application for the sophisticated stocks and funds investor.

Stock & Bonds tracker macOS app

Portfolius is a macOS application built to track the value of exchange-traded funds, mutual funds, stocks, and bonds. I designed the user interface, prototyped animations and helped build the front end (Electron App).

Setting up a new portfolio Enlarge

Welcome Screen

When starting the application for the first time, the user is prompted to create a new investment portfolio to get started.

Stocks, ETF and ETC portfolio overview Enlarge

Portfolio Overview

The main screen of the app offers an overview of one or all tracked portfolios. A line chart with additional indicators for buys, sells or dividend payments can be viewed.

Asset allocation by region and industry Enlarge

Asset Allocation

The asset allocation view offers a simple way to check if the personal risk tolerance and diversification is still in line or if it's time to rebalance.

Adding a new transaction to the portfolio Enlarge

Adding Transactions

Users can manually set up buy, sell and transfer transactions. Dividend payments are usually added automatically, but in case they aren't due some data source failure, they can be added manually as well.


Transaction Overview

The transaction overview reveals detailed information about all recent transactions of the selected portfolio.

Portfolius app icon (OSX, macOS) Enlarge

App Icon

App icon representing a stock value graph.

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