Open Stock
Productivity
Only for Mac
$2.99
Mac
Track US, and HK portfolios in one native Mac app. Quotes and FX sync automatically. Performance, drawdown, quarterly review built in. All data stays on your Mac.
Open Stock — Personal Portfolio Tracker for US, A-Share, and HK Markets
Open Stock is a native macOS app that brings your investments across US stocks, A-shares, and Hong Kong stocks into one place. Built with Swift and
SwiftUI, optimized for Apple Silicon, and designed around a single principle: your portfolio data lives on your Mac, not in the cloud.
Three markets, one ledger
Track holdings denominated in USD, CNY, and HKD side by side. Open Stock auto-converts everything to a CNY reporting base using fresh exchange rates, so
you finally see your true total — not three disconnected statements.
Quotes that just work
Real-time price refresh via Yahoo Finance, East Money, or Xueqiu — pick your preferred source per market. Quotes are cached locally so offline browsing
still shows your last-known portfolio value.
Accounts, transactions, holdings
Full CRUD across brokers, transaction history (BUY / SELL / dividend / opening position), and computed holdings with average cost. The holdings table is
automatically derived from your transaction log via deterministic replay — edit a transaction five years back and every downstream number updates
correctly.
Performance analytics
- Time-weighted return (TWR), annualized return, annualized volatility
- Sharpe ratio, Calmar ratio, maximum drawdown
- Benchmark overlay vs S&P 500, NASDAQ, CSI 300, SSE Composite, Hang Seng
- Equity curve and drawdown chart over 1W / 1M / 3M / 6M / YTD / 1Y / All
- Return attribution by market, category, or individual holding
Daily and quarterly snapshots
Every day Open Stock writes a per-holding and total-portfolio snapshot — the foundation for every long-term chart. Quarterly snapshots let you compare Q1
vs Q2 vs Q3 with a single tap, including category drift and market allocation shifts.
Alerts & notifications
Set price-target alerts on any holding. Open Stock evaluates them on launch and on every quote refresh, then delivers native macOS notifications when
triggered.
Bulk import
- CSV import for Interactive Brokers (Activity Statement and flat formats), Moomoo, Firstrade, Tonghuashun (THS), or your own generic schema
- Screenshot OCR: drop a Tonghuashun trade-history screenshot, and Apple Vision extracts every row into structured transactions — fully offline, no images
leave your Mac
Review & decision journaling
Score each transaction's outcome on a five-tier scale (excellent / good / neutral / poor / bad) and revisit your past decisions to identify patterns in
your own behavior.
Built for Apple Silicon, built for privacy
- Native arm64 binary, optimized for M-series chips
- App Sandbox enabled with minimal entitlements (network access for quotes only)
- API keys and broker cookies stored in macOS Keychain, never in the database
- No analytics, no telemetry, no account required
Requirements
macOS 13.0 (Ventura) or later. Apple Silicon Mac required.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, 杰 何, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- 杰 何
- Size
- 2 MB
- Category
- Productivity
- Compatibility
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
- Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
- Mac
- Languages
English and 2 more
- English, Simplified Chinese, Traditional Chinese
- Age Rating
4+
- 4+
- Copyright
- © 2026 hejie
