[ screenshot: 16-chart dashboard ]
StockMonitor
StockMonitor
Stock Monitor is a powerful desktop app for private investors with charts, AI analysis, guided CSV import, tax assistant and more. Stocks, ETFs and cryptocurrencies at a glance. Price data via Yahoo Finance (~15 min. delayed). Free for private investors. Open Source.
Monitor all your positions simultaneously — with Moving Averages, trend lines, RSI, Bollinger Bands, Beta, Alpha and Sharpe Ratio. Zoom into any chart for detailed analysis.
Complete overview with average cost basis, daily value, current value, P&L, weight, sector assignment (GICS) and 52-week high/low. In one view: stocks, ETFs, cryptocurrencies and precious metals.
And much more.
Instant overall assessment of your portfolio: how well diversified are you really? Stock Monitor automatically evaluates sector distribution, concentration risks and strengths — clearly summarised, without any manual effort. No AI, no cloud — purely rule-based on your own data.
TWR and MWR (IRR) calculation.
Comparison with the most important benchmark indices (S&P 500, SMI, DAX and more).
Alpha, Beta, Sharpe Ratio and Max. Drawdown are calculated automatically.
Optionally AI-powered rebalancing combines historical performance with analyst consensus (Strong Buy→Sell) and current news sentiment of the last 30 days. AI support can be disabled at any time. Targeted rebalancing with filtering by GICS sector or currency is supported.
All dividend payments in your portfolio at a glance: ex-div dates, pay dates, dividend per share and expected total yield.
Sorted by next payment date.
Detailed history of all dividend payments with automatically calculated growth rate, stability score and forecast. See at a glance how reliably a stock pays out.
Interactive world map shows your geographic portfolio distribution. Click a marker to open position details including company address and website.
Stochastic portfolio forecast using Geometric Brownian Motion (GBM). Simulate 10,000 possible price paths and get realistic growth ranges for your portfolio — from bearish to bullish.
Is the stock market currently cheap or expensive — compared to safe bonds? The ECY (earnings yield minus real 10Y bond yield) gives a historically validated answer. With colour-coded valuation zones and chart since 1988.
Institutional risk metrics for private investors: Sharpe and Sortino Ratio separately for stocks, crypto and commodities. Jensen's Alpha and Beta vs. S&P 500.
See at a glance how strongly your positions are correlated with each other — and where real diversification lies. The correlation matrix calculates the Pearson correlation of daily returns of all portfolio positions. Freely selectable time period.
How much would your portfolio have lost in a historical market crash — and how long would recovery have taken? Not a forecast, but a realistic sense of your own risk: could you handle a crash like that financially?
Stock Monitor's professional risk tool — institutional-grade metrics as used by wealth managers and fund managers. Accessible via Stress Test → Komplex, built for advanced users.
Filter entire indices by performance and valuation instead of looking up stocks one by one. Results go straight into the zoom chart or your favorites with one click.
Right in the fullscreen chart via the «⭐ Rating» button: an overall rating from 6 weighted categories sums up how a stock currently stands. A quick read, not a buy recommendation.
One click on a position opens the detail chart: moving averages, trend line, price target, 52-week high/low, Bollinger Bands and RSI — plus Sharpe, Sortino, Alpha and Beta right in the header line.
The comparison chart is visible right at app startup. Normalized scale so you immediately see who's really ahead — regardless of absolute price levels.
Price data via Yahoo Finance, ~15 min. delayed. Including cryptocurrencies (BTC, ETH, XRP, SOL) and precious metals (Gold, Silver, Platinum, Palladium, Copper).
Stock Monitor automatically calculates dividends, withholding taxes and wealth taxes and exports country-specific tax forms as PDF orientation aids.
Known bank format? Just import. Unknown format? Stock Monitor auto-detects columns — or walks you through an interactive mapping wizard step by step. No troubleshooting, no manual tweaks.
Directly in the zoomed chart: Is the market currently open or closed? Stock Monitor shows opening hours, pre-market, after-hours and all market holidays — for over 30 exchanges worldwide, automatically detected from the ticker symbol.
Free, open source, no installation required.
stock_monitor.exe — that's it. No installation required. First launch: ~20 sec. loading time.
flatpak install. For Ubuntu, Debian, Fedora, Arch, openSUSE & more — universal.
Ich bin Privatanleger und habe jahrelang verschiedene Portfolio-Tools ausprobiert — entweder fehlten wichtige Funktionen, die Bedienung war zu komplex, oder der CSV-Import funktionierte nicht wie erhofft. Dazu kam das manuelle Nachpflegen von Kursen, Splits und Dividenden. So entwickelte ich Stock Monitor — mit automatischen Kursdaten via Yahoo Finance. Dein Portfolio bleibt immer aktuell, ohne manuelles Nachpflegen. Als Kollegen die App sahen und sie ebenfalls nutzen wollten, entschied ich mich, sie als Open-Source-Projekt zu veröffentlichen.
