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https://github.com/simonsruggi/StockDock

Free & open-source macOS menu bar app to track stocks, ETFs, crypto & portfolio P&L in real-time. Native SwiftUI, no account, no subscription, privacy-first.
https://github.com/simonsruggi/StockDock

apple-silicon finance investing macos menu-bar-app menubar open-source portfolio portfolio-tracker real-time stock-market stock-ticker stocks swift swiftui ticker trading watchlist yahoo-finance

Last synced: 16 days ago
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Free & open-source macOS menu bar app to track stocks, ETFs, crypto & portfolio P&L in real-time. Native SwiftUI, no account, no subscription, privacy-first.

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README 

          



StockDock — track stocks from your macOS menu bar



# StockDock



**A free, open-source macOS menu bar app for tracking stocks, ETFs, indices, crypto, and your portfolio P&L in real time.**



No account. No API keys. No subscription. No tracking. Just your watchlist and portfolio, always one click away in the menu bar.







[![Latest Release](https://img.shields.io/github/v/release/simonsruggi/StockDock?label=download&logo=apple&color=black)](https://github.com/simonsruggi/StockDock/releases/latest)

[![Downloads](https://img.shields.io/github/downloads/simonsruggi/StockDock/total?logo=github&color=2ea44f)](https://github.com/simonsruggi/StockDock/releases)

[![Platform](https://img.shields.io/badge/macOS-14%2B-black?logo=apple)](https://github.com/simonsruggi/StockDock/releases/latest)

[![Swift](https://img.shields.io/badge/Swift-5.9-orange?logo=swift&logoColor=white)](https://swift.org)

[![License: MIT](https://img.shields.io/github/license/simonsruggi/StockDock?color=blue)](LICENSE)

[![Star](https://img.shields.io/github/stars/simonsruggi/StockDock?style=social)](https://github.com/simonsruggi/StockDock)







```bash

brew install simonsruggi/tap/stockdock

```



**[⬇️ Download](https://github.com/simonsruggi/StockDock/releases/latest)** · **[✨ Features](#features)** · **[📸 Screenshots](#screenshots)** · **[🐛 Report a bug](https://github.com/simonsruggi/StockDock/issues)**






---



> ⭐️ **Using StockDock?** It's free and there's no tracking, so a GitHub star is the only way I know anyone's out there. If the app is useful to you, please [star the repo](https://github.com/simonsruggi/StockDock) — it takes a second and genuinely helps.



## Why StockDock?



- 🆓 **Truly free & open source** — no paid tiers, no premium lock, no subscription, ever.

- 🔒 **Private by design** — no account, no login, no analytics, no telemetry. Your watchlist and portfolio never leave your Mac.

- ⚡️ **Live in your menu bar** — real-time P&L and prices without opening a single browser tab.

- 🌍 **Multi-currency** — track holdings in mixed currencies and see totals converted to yours, with historical rates on your cost basis.

- 🔔 **Alerts that reach you** — native macOS notifications plus optional Discord / Slack webhooks.

- 🍎 **Native & lightweight** — pure SwiftUI, universal binary (Apple Silicon + Intel), auto-updating via Sparkle.



## What you can track



Stocks, ETFs, indices (S&P 500, NASDAQ…), crypto, and forex — anything with a Yahoo Finance symbol. Search by **symbol**, **company name**, or **ISIN** (e.g. `AAPL`, `Tesla`, `IE00B4L5Y983`).



## Screenshots



| Menu Bar | Watchlist | Portfolios | Settings |

|---|---|---|---|

| ![Menu Bar](screenshots/menubar.png) | ![Watchlist](screenshots/watchlist.png) | ![Portfolios](screenshots/portfolio.png) | ![Settings](screenshots/settings.png) |



## Features



- **Menu Bar P&L** — See your portfolio performance at a glance, always visible

- **Watchlist** — Track any stock by symbol, name, or ISIN with live prices and daily change

- **52-Week Range** — A range bar in the watchlist showing where the price sits between its yearly low and high

- **Portfolios** — Create multiple portfolios with holdings, average cost, purchase date, and P&L

- **Long & Short + Leverage** — Track short positions and leveraged holdings with correct P&L math (optional, off by default)

- **Export / Import** — Export single or all portfolios to JSON and import them back

- **Extended Hours** — Pre-market and after-hours prices with PRE/POST badges

- **Currency Conversion** — Convert stock prices and portfolio values to your preferred currency

- **Price Alerts** — One-shot alerts on price thresholds, daily change %, or proximity to 52-week high/low

- **Portfolio Notifications** — Per-portfolio alerts for daily change %, change amount, value milestones, and a daily summary

- **Discord / Slack Webhooks** — Mirror every notification to a Discord or Slack webhook with colored embeds

- **Customizable Watchlist** — Toggle company name, day range, 52-week bar, and absolute change per row

- **Customizable Menu Bar** — Choose what to display: P&L, total value, percentages, best/worst stock, or just an icon

- **6 Languages** — English, German, French, Spanish, Italian, Portuguese

- **Auto-Updates** — Updates are delivered automatically via Sparkle, no manual downloads needed



## Install



### Homebrew (recommended)



```bash

brew install simonsruggi/tap/stockdock

```



The app updates itself automatically via Sparkle — no need to run `brew upgrade`.



### Download



1. Download the latest `StockDock.zip` from [Releases](https://github.com/simonsruggi/StockDock/releases/latest)

2. Unzip and move `StockDock.app` to `/Applications`

3. Launch — the app appears in the menu bar (no Dock icon)



### Build from source



Requires **Xcode 15+** and **macOS 14 Sonoma** or later.



```bash

git clone https://github.com/simonsruggi/StockDock.git

cd StockDock

xcodebuild -scheme StockDock -configuration Release -destination 'platform=macOS' -derivedDataPath .build/xcode build

```



The app bundle will be at `.build/xcode/Build/Products/Release/`.



## Usage



### Watchlist



Add stocks by clicking **Add stock** at the bottom of the Watchlist tab. Search by symbol, company name, or ISIN (e.g. `AAPL`, `Tesla`, `IE00B4L5Y983`). A local filter box lets you quickly narrow the list by name, symbol, or ISIN. Stocks show:



- Current price with currency symbol

- Daily change (absolute and percentage)

- Day range (low – high)

- A 52-week range bar with a marker showing where the price sits between its yearly low and high

- Extended hours price when available (PRE/POST badge)



Each of these rows can be toggled on/off in **Settings → Watchlist Display**.



Right-click a stock to remove it, add it to a portfolio, or create a price alert.



### Portfolios



1. Click the **Portfolios** tab

2. Click **New portfolio** to create one

3. Click **Add holding** to add a stock with quantity, average price, and purchase date



The purchase date is used to apply the historical exchange rate to your cost basis, so P&L stays accurate across currencies.



Each portfolio shows:

- **Total value** in your chosen currency

- **P&L** (profit & loss) in absolute and percentage terms

- Per-holding breakdown with price, value, and individual P&L



Right-click a holding to edit or delete it. Right-click a portfolio header to configure its notifications.



You can **Export** a single portfolio (or **Export All**) to a JSON file, and **Import** portfolios back — imports regenerate IDs and de-duplicate names so nothing is overwritten.



### Long / Short & Leverage



By default every holding is a plain long position. Turn on **Settings → Advanced → "Enable short positions & leverage"** to unlock a **Long / Short** picker and a per-holding **leverage** field when adding or editing a holding. P&L, market value, and portfolio percentages are computed with the correct sign and exposure so long and short baskets don't cancel each other out. Existing portfolios are unaffected — the feature is opt-in.



### Price Alerts



Create a one-shot alert from a watchlist stock's right-click menu. Six conditions are supported:



- Price rises above a threshold

- Price falls below a threshold

- Daily change rises above a % 

- Daily change falls below a %

- Price gets near its 52-week high

- Price gets near its 52-week low



Alerts are evaluated on every price update (WebSocket tick, REST refresh, launch, and wake). When triggered they fire a local macOS notification once, then disarm. Manage them in **Settings → Notifications**: re-arm, delete, or see the "triggered" badge.



### Portfolio Notifications



Right-click a portfolio header → **Notifications…** to configure per-portfolio alerts. Four modes:



- **Daily change ≥ %** — fires when the portfolio moves by at least a given percentage

- **Daily change ≥ amount** — fires on an absolute move in your portfolio currency

- **Value milestone** — fires when total value crosses a milestone (e.g. every 10,000)

- **Daily summary** — a recap delivered after a set time of day



Step-based anti-spam with hysteresis prevents repeat firing within the same step (re-fires only on the next step, resets daily). Rules and state persist per portfolio in `data.json`.



### Discord / Slack Webhooks



In **Settings → Notifications**, enable the webhook toggle and paste a Discord or Slack webhook URL. Every notification (price alerts and portfolio notifications) is mirrored to the webhook in addition to the macOS notification. The app auto-detects Discord (colored green/red embeds) vs Slack (text), and only posts to `https` URLs on known hosts (SSRF-safe). Use **Send test** to verify it works.



### Settings



Click the gear icon tab to configure:



| Setting | Description |

|---|---|

| **Stock Price Currency** | Convert all displayed prices to a single currency, or keep original |

| **Portfolio Currency** | Base currency for portfolio totals and P&L (EUR, USD, GBP, CHF, JPY, CAD, AUD) |

| **Show Extended Hours** | Toggle pre-market and after-hours prices on/off — affects prices, P&L, and menu bar |

| **Watchlist Display** | Toggle company name, day range, 52-week range bar, and absolute change value per row |

| **Menu Bar Display** | What appears in your menu bar (see below) |

| **Language** | English, German, French, Spanish, Italian, Portuguese |

| **Notifications** | Discord/Slack webhook, plus management of price alerts and portfolio notifications |



### Menu Bar Display Options



| Option | Example |

|---|---|

| P&L | `P&L +321.09€` |

| P&L % | `P&L +2.3%` |

| P&L + % | `+321.09€ (+2.3%)` |

| Total Value | `14396.67€` |

| Best Stock | `AAPL +1.2%` |

| Worst Stock | `TSLA -0.8%` |

| Best & Worst | `▲AAPL +1.2%  ▼TSLA -0.8%` |

| Icon Only | Chart icon |



Best/Worst are based on daily change % from your watchlist.



## Updates



StockDock checks for updates automatically on launch via [Sparkle](https://sparkle-project.org/). You can also check manually from **Settings → Check for Updates**. No action needed — updates install seamlessly in the background.



## Data & Privacy



- Real-time prices via Yahoo Finance WebSocket (~1 update/sec per symbol)

- REST polling every 5 min as fallback for exchange rates

- All data is stored locally in `~/Library/Application Support/StockDock/data.json` (watchlist, portfolios, alerts, portfolio notifications, webhook, and preferences)

- No data is sent anywhere — the app only talks to Yahoo Finance APIs (and your own Discord/Slack webhook, if you enable it)

- No account required, no API keys needed



## FAQ



**Is StockDock really free?**

Yes — free and open source under the MIT license, with no paid tier or subscription. If you want to support development, you can optionally [sponsor me](https://github.com/sponsors/simonsruggi).



**Does it work on Intel Macs?**

Yes. StockDock ships as a universal binary for both Apple Silicon and Intel, on macOS 14 (Sonoma) and later.



**Where does the data come from?**

Public Yahoo Finance endpoints (WebSocket for live prices, REST for exchange rates). No API key needed.



**Can I track crypto, ETFs, or indices?**

Yes — anything with a Yahoo Finance symbol, including crypto, ETFs, and market indices.



**Do you collect any data about me?**

No. There's no analytics, no telemetry, no account. Everything stays local on your Mac.



**How do I uninstall it?**

`brew uninstall stockdock` (or drag the app to the Trash), then optionally delete `~/Library/Application Support/StockDock`.



## Tech Stack



- Swift 5.9 / SwiftUI

- macOS 14+ (Sonoma) — Universal binary (Apple Silicon + Intel)

- Yahoo Finance WebSocket (real-time) + REST API (fallback)

- [Sparkle](https://sparkle-project.org/) for auto-updates

- [swift-protobuf](https://github.com/apple/swift-protobuf) for WebSocket decoding



## Support the project



StockDock is **free and open source, and it will always stay that way** — no paid tiers, no premium lock, no subscription, ever. It's also completely private: there's no analytics, no telemetry, no way for me to know how many people use it.



If you find it useful, the best (and free) thing you can do is **[⭐️ star the repo](https://github.com/simonsruggi/StockDock)** — it's quick and it's the only signal I get that the app is worth maintaining.



And if you'd like to go a step further, you can **[💛 sponsor me on GitHub](https://github.com/sponsors/simonsruggi)**. It's completely optional and changes nothing about the app — every feature stays free for everyone — but it helps me keep building and maintaining StockDock and my other open-source projects. Thank you! 🙏



## License



[MIT](LICENSE) © [Simone Ruggiero](https://simoneruggiero.com)