SYS: ONLINE
|--:-- LOCAL
SYSTEM ONLINE|BUILD IN PUBLIC
THE MODERN
PORTFOLIO TERMINAL
Terminal de gestion de portefeuille avec analytics institutionnelles. Import IA intelligent, métriques de risque pro, benchmarking S&P 500.
LIVE DEMO|TERMINAL_V1.0
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USER_FLOW: SMART_IMPORT → PORTFOLIO → ANALYTICSRECORDING
100%Local Data
|Real-TimeMarket Data
|ProRisk Metrics
|AIPowered Import
SYS:FEATURES
7 MODULES ACTIVE
Complete Financial Terminal
Stop tinkering with Excel. Stack designed for risk analysis and performance tracking.
AI_IMPORT
AI Smart Import
Zero manual entry. Import from T212, Trade Republic, Revolut (CSV/JSON/TXT) or just paste text.
AI_PARSER_V2 // TEXT_IMPORT
ACTIVE
RISK_ENGINE
Risk Analytics Pro
VaR 95%, Annualized Volatility, Sharpe Ratio, Beta. Institutional metrics.
ACTIVE
PRIVACY
Privacy First
Local data only. Blur mode to share without revealing your amounts.
ACTIVE
DIVIDENDS
Auto Dividends
Automatic historical data from Yahoo Finance. Total Return calculated.
ACTIVE
COMPARE
Compare Any Asset with Your Portfolio
Overlay your portfolio with S&P 500, Bitcoin, ETFs, or any ticker. Real-time comparison.
ACTIVE
CMD_K
Command Palette
Quick navigation ⌘K. Keyboard access to all sections.
ACTIVE
MULTI_CCY
Multi-Currency
EUR/USD display with automatic conversion.
ACTIVE
ALL SYSTEMS OPERATIONAL|REAL-TIME DATA VIA YAHOO FINANCE
VIEW FULL DOCUMENTATION→BUILD_IN_PUBLIC
ROADMAP
v0.35/5 COMPLETE
v0.3
Portfolio table + HoverCard (pnl, pnl%)
DoneImpact HIGHEffort 3Conf 3/3ETA 2025-10
Done
History
2025-10-15→Active2025-10-26→Done
v0.3
Allocation chart (pie) + legend
DoneImpact MEDIUMEffort 3Conf 3/3ETA 2025-10
Done
History
2025-10-18→Active2025-10-26→Done
v0.3
Currency switch EUR/USD + FX timestamp
DoneImpact HIGHEffort 2Conf 3/3ETA 2025-10
Done
History
2025-10-17→Active2025-10-25→Done
v0.3
VarBadge jour (ETF/crypto) + Sparkline
DoneImpact MEDIUMEffort 3Conf 3/3ETA 2025-10
Done
v0.3
Symbol meta + favicon fallback + Link to Yahoo
DoneImpact LOWEffort 2Conf 3/3ETA 2025-10
Done
v0.40/6 COMPLETE
v0.4
Yahoo quotes caching + retry/backoff
ActiveImpact HIGHEffort 5Conf 2/3ETA 2025-11
Active
v0.4
Service FX (cache, lastFetch, fallback)
ActiveImpact HIGHEffort 3Conf 2/3ETA 2025-11
Active
v0.4
Gestion heures de marché (ETF vs Crypto, week-end)
ActiveImpact MEDIUMEffort 3Conf 2/3ETA 2025-11
Active
v0.4
Skeleton loaders + states d'erreur uniformisés
SoonImpact MEDIUMEffort 2Conf 3/3ETA 2025-11
Soon
v0.4
Recherche d'actifs (autocomplete + % var correct NVIDIA)
ActiveImpact HIGHEffort 3Conf 2/3ETA 2025-11
Active
v0.4
Tests unitaires utils (currency, fx, pnl, var%)
SoonImpact MEDIUMEffort 3Conf 3/3ETA 2025-11
Soon
v0.50/5 COMPLETE
v0.5
Add Buy/Sell modal + validation
ActiveImpact HIGHEffort 5Conf 2/3ETA 2025-12
Active
v0.5
Persistance LocalStorage (positions + events)
SoonImpact HIGHEffort 3Conf 3/3ETA 2025-12
Soon
v0.5
Import/Export CSV/JSON du portefeuille
SoonImpact MEDIUMEffort 3Conf 3/3ETA 2025-12
Depends onPersistance LocalStorage (positions + events)
Soon
v0.5
Command Palette (⌘K): reload, switch currency, search
SoonImpact MEDIUMEffort 2Conf 3/3ETA 2025-12
Soon
v0.5
E2E critiques (ajout achat, import CSV, switch ccy)
SoonImpact MEDIUMEffort 5Conf 2/3ETA 2025-12
Soon
v0.60/4 COMPLETE
v0.6
Courbe d'équité + drawdown (historique)
SoonImpact HIGHEffort 5Conf 2/3ETA 2026-01
Soon
v0.6
ATH / near-ATH detector + badges
SoonImpact MEDIUMEffort 3Conf 2/3ETA 2026-01
Depends onCourbe d'équité + drawdown (historique)
Soon
v0.6
Heatmap & Treemap (scale slider + presets)
SoonImpact MEDIUMEffort 3Conf 3/3ETA 2026-01
Soon
v0.6
Risk/Vol badge (var 30j, beta proxy, contrib. risque)
SoonImpact HIGHEffort 5Conf 2/3ETA 2026-01
Soon
v0.70/3 COMPLETE
v0.7
PWA + Service Worker (offline cache quotes/FX)
SoonImpact MEDIUMEffort 5Conf 2/3ETA 2026-02
Soon
v0.7
A/B petites améliorations UI (densité, tooltips, thèmes)
SoonImpact LOWEffort 2Conf 3/3ETA 2026-02
Soon
v0.7
Telemetry minimale (Web Vitals, erreurs API)
SoonImpact MEDIUMEffort 2Conf 3/3ETA 2026-02
Soon
v1.00/4 COMPLETE
v1.0
Auth (email/OAuth) + multi-portefeuilles
SoonImpact HIGHEffort 8Conf 2/3ETA 2026-03
Soon
v1.0
Règles DCA mensuelles + alertes (email/push)
SoonImpact HIGHEffort 5Conf 2/3ETA 2026-03
Depends onAuth (email/OAuth) + multi-portefeuilles
Soon
v1.0
Insights IA (résumé perf, flags risques, Q&A portefeuille)
SoonImpact HIGHEffort 8Conf 1/3ETA 2026-04
Soon
v1.0
Backtests simples (rééquilibrage, DCA, fees)
SoonImpact MEDIUMEffort 8Conf 1/3ETA 2026-04
Soon
5
Shipped
5
Active
17
Planned