Hey HN,<p>I'm excited to share de'Folio, a privacy-first investment analysis portfolio manager I built. de'Folio is entirely client-side, ensuring your data stays on your device – no signups, servers, emails, clouds, or AI training involved.<p>The idea started simple, I wanted a better CSV data viewer that wouldn’t compromise my privacy. What I ended up creating is a tool worth sharing. It's designed for those who value their privacy and want control over their investment data, specifically, initially, me :)<p>Features:
- *Client-facing* and *no signup needed*
- *Privacy-first*: No data sending
- *Comprehensive Analysis*: Generates totals breakdown of multiple account types and/or brokers
- *Data Organization*: Generates tables of holdings with data, P&L, filtering, and sorting
- *Visual Insights*: Generates holdings, broker breakdown, P&L, cost vs value charts
- *Easy Review*: Includes search and filters for detailed review and analysis
- Simple drag-and-drop interface
- FAQ/How To guide<p>I'd love to hear your feedback and thoughts on how deFolio can be improved, or what I overlooked. Try it out and let me know what you think, or roast me on my design, all input is appreciated!<p>Cheers<p>Link to de'Folio: [<a href="https://defolio.pages.dev" rel="nofollow">https://defolio.pages.dev</a>]