Markets and trading · Independent · 26 Oct 2026

spacious-team/investbook

Оценка эффективности инвестиций и трейдинга с учетом комиссий, налогов (удержанных и ожидающихся), дивидендов и купонов.

← Markets and trading
Investbook: portfolio tracker. Tracks investments, dividends, and taxes locally.
Verified26 Oct 2026

Radar check

What we found when we opened it. Every bar is one fact, with its date.

Alive90

Last code pushed 13 Oct 2026, 13 days before this check.

Releases70

Latest release v2026.1 on 30 Jun 2026.

Maturity90

Public since February 2020, a little over 6 years.

Adoption51

336 stars and 107 forks.

Activity25

1 commits and 0 new issues in the last 90 days.

Community60

27 contributors. No pull requests merged in 90 days; changes go in directly.

Security40

No security policy file says how to report a problem. No published security advisories.

Licence AGPL-3.0: free to run; offering a changed copy to others as a service means publishing your changesSetup effort 3 of 5Payoff 4 of 5
How the bars are scored
  • Alive. Days since the last code push: a week or less 100, a month 90, three months 70, six months 50, a year 30, eighteen months 15, older 0.
  • Releases. Age of the latest GitHub release, on a similar scale; no bar when the project publishes no releases.
  • Maturity. Age of the project: eight years 100, five 90, three 70, two 55, one 40, six months 25, younger 10.
  • Adoption. Stars on a log scale: 100,000 stars is 100, 10,000 is 80, 1,000 is 60, 100 is 40.
  • Activity. Commits in the last 90 days: 300 or more 100, 100 85, 30 65, 10 45, any 25.
  • Community. People who have contributed: 100 or more 100, 30 80, 10 60, 5 40, 2 25, one 10.
  • Security. A published security policy 80, none 40; published advisories are listed, not scored.

Checked by Repo Radar on 26 Oct 2026 from the repository on GitHub.

In simple English

This program tracks your stocks, dividends, and taxes in one place. It reads your broker reports and shows your true profit. Your data stays on your machine and never goes to the cloud. You do not pay any monthly fees to use it. The project is free and open source.

What it is

A self-hosted portfolio tracker written in Java that calculates returns using actual cash flows. It parses broker reports from several Russian and international financial institutions or custom Excel files.

What it is good for

Solo investors who want to combine multiple broker accounts and calculate exact returns without sharing their financial data with commercial online platforms.

Stars336
LicenceAGPL-3.0
Latestv2026.1 (2026-06-30)checked 26 Oct 2026
Last code change2026-10-13
Written inJava
Setup effort
3 / 5
Payoff
4 / 5
Good
  • Completely free with no subscription fees or locked features.
  • Runs locally on your computer without sending financial data to the cloud.
  • Accurately calculates taxes, dividends, and XIRR performance across multiple brokers.
Watch for
  • Requires Java runtime installed on your machine to run the application.
  • Broker report parsers focus primarily on specific supported financial institutions.
  • Setting up custom imports requires formatting your own spreadsheet files.
Replaces

Manual Excel spreadsheets and paid commercial portfolio tracking websites

Works well with

Docker or a local Java runtime environment

Also reviewed on Repo Radar
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How to get it

Download the installer for your operating system from the GitHub releases page, or run the application using Docker.

Independent: reviewed for Repo Radar outside the daily editions. Every independent repository

On Stack Radar: Commerce & Finance › Financial Planning & Fundraising › Investment & Portfolio Tracking.

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