Item logo image for PortfolioPulse - Investment Tracker (Offline)

PortfolioPulse - Investment Tracker (Offline)

ExtensionTools
Item media 1 (screenshot) for 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

Details

  • Version
    1.5.5
  • Updated
    July 24, 2026
  • Offered by
    Losan Lu
  • Size
    237KiB
  • Languages
    2 languages
  • Developer
    Email
    hwygy001@163.com
  • Non-trader
    This 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

Manage extensions and learn how they're being used in your organization

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:

Personally identifiable information
Financial and payment information

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

For help with questions, suggestions, or problems, please open this page on your desktop browser

Google apps