PortfolioPulse - Investment Tracker (Offline)
Overview
Personal investment tracker. Data stays local in your browser — nothing uploaded to the cloud.
基金理财、股票、存款三类资产统一管理。支持手动录入、截图 OCR、Excel 批量导入,自动计算收益率与年化排行,汇总图表一目了然——全程本地运行,零云端上传。 [1.5.3] - 编辑理财/存款/股票记录时新增「已结算」选项:勾选后冻结收益与持有天数,排行表对应列显示「已结算」 - 存款「已存/时长」按购买日至当天实时计算已存天数;存满时长且未结算时显示「待结算」 - 修复勾选「已结算」保存时存款年利率被重复换算导致显示异常的问题 - 「已结算」状态改为淡灰蓝标签样式,便于识别且不过于醒目 - 汇总页「最近到期存款」不再包含已结算的存款 - Excel 导入/导出与导入确认弹窗新增「已结算」字段,备份恢复可保留结算状态 [1.5.4] ### 新增 - 编辑理财/存款/股票记录支持「已结算」:勾选后冻结收益与持有天数,排行表对应列显示「已结算」标签 - Excel 导入/导出与导入确认弹窗支持「已结算」字段,备份恢复可保留结算状态 - 基金/股票收益按日快照(`profitSnapshots`),用于月度/年度收益差额统计 - 发布脚本:`bump-version.sh` 递增 patch 版本;`deploy.sh` 构建前自动 bump 再打包 - 商店 listing 英文素材(`-en` 后缀)及 `generate-store-assets.py --locale en` - 宣传页中英文:`website/i18n.js` 默认英文,浏览器语言为中文时自动切换 ### 变更 - 存款「已存/时长」按购买日至当天实时计算;存满且未结算时显示「待结算」;「已结算」为淡灰蓝标签 - 汇总页「最近到期存款」不再包含已结算记录 - 修复勾选「已结算」保存时存款年利率被重复换算导致显示异常的问题 - 月度收益榜改为近 30 天变化:基金/股票取收益快照差额,存款取近 30 天内到期利息 - 年度收益榜基金/股票改为相对年初快照的收益差额;存款仍计入本年已到期利息 - 汇总页「各类别分布」中存款与基金理财的机构分布支持悬浮/点击查看该机构下产品清单(金额、收益);存款额外显示购买日期;明细为单行多列 - 金额、收益、净值、年利率及占比等小数最多三位(四舍五入);整数与末尾 0 不强制补齐显示 - 收益排行榜中已结算的股票/存款/基金记录固定排在列表末尾(表头排序同样生效) - 汇总页「总资产」「总收益」「持仓笔数」及分类分布只统计未结算持仓;已结算记录仅计入年度/月度历史收益榜
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Details
- Version1.5.5
- UpdatedJuly 24, 2026
- Offered byLosan Lu
- Size237KiB
- Languages2 languages
- Developer
Email
hwygy001@163.com - Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.
Privacy
PortfolioPulse - Investment Tracker (Offline) has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
PortfolioPulse - Investment Tracker (Offline) handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
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