This paper presents a Personal Finance and Investment Portfolio Tracker, a locally hosted web application that simplifies and enhances the management of personal investments distributed across multiple accounts and brokerage platforms. Implemented in Python using the Flask framework, the system provides a centralized dashboard through which users can monitor stocks and other financial assets in a unified, real-time view. The application integrates the yfinance library to retrieve live market dataincluding current prices, previous closing values, 52-week highs and lows, and currency exchange ratesand stores all user, platform, account and asset records securely in a structured SQLite database following a four-level relational hierarchy. Interactive visualizations rendered with Google Charts present portfolio allocation, historical performance trends and assetlevel comparisons, while a goal-tracking module allows users to set financial targets and visualise progress through dynamic indicators. Two financial simulation toolsa buy calculator and a sell calculatorlet users evaluate hypothetical investment decisions before executing them by estimating profit or loss and changes in cost basis. Unlike cloud-based alternatives that depend on third-party data sharing and recurring subscriptions, the proposed system operates entirely on local hardware, ensuring data privacy and eliminating ongoing licensing cost. The application supports multiple users within a single instance, making it suitable for individual and householdlevel financial management. Overall, the project demonstrates the integration of modern web development, relational database management and financial analytics into an efficient, privacy-focused portfolio-tracking platform that supports real-time investment monitoring and informed decision making.
Gangadhara et al. (Thu,) studied this question.