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kedoupi/portfolio-monitor

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20 stars Quality 56 Trend 10MIT

📊 Stock Monitoring Workbench — Real-time US + A-share market data, multi-level Telegram alerts, position and trade history management. One-click Docker deployment, with OpenClaw AI Agent Skill.

Overview

— Real-time US + A-share market data, multi-level target price alerts (Telegram push), position & trade history management. - — US stocks + A-shares, automatic refresh (intraday 30s / off-hours 5min) - — Each stock supports main tier + multiple sub-tiers (buy/sell/stop loss), instant Telegram push notifications - — Automatically calculates costs, profit and loss, yield, grouped by market, ECharts chart visualization - — Add, delete, query, filter, CSV export - — USD/CNY cash management, automatic trading linkage - — Dark/bright theme, follow system settings, one-click switching — Perfect compatibility for desktop and mobile devices The configuration file is config.yaml, referring to config.example.yaml: - :http://localhost:8802/docs - :http://localhost:8802/redoc This project comes with the OpenClaw Agent Skill, allowing AI assistants to directly query holdings and record trades.

Overview (machine translated)

Stock Monitoring Workstation — Real-time US + A-share market data, multi-level target price alerts (Telegram push), position & trade record management.

✨ Functional Features

  • ** 📈 Real-time Market Information** — US stocks + A-shares, automatic refresh (intraday 30s / off-hours 5min)
  • 🔔 Multi-level alerts — Each stock supports a main price + multiple sub-levels (buy/sell/stop loss), with instant Telegram notifications
  • 💰 Position Management — Automatically calculates costs, profits and losses, and returns by market, with ECharts chart visualization
  • ** 📝 Transaction Records** — Add, delete, search, and modify, filter, and export CSV
  • 💵 Cash Account — USD/CNY cash management, with automatic trading linkage
  • ** 🎨 Dual Themes** — Dark / Light themes, follow system settings and switch with one click
  • ** 📱 Responsive** — Perfectly compatible with both desktop and mobile devices

📸 Interface Preview

Dark theme

Board Position Management
Monitoring and Early Warning Alarm History
Transaction records Cash accounts

Bright Color Theme

Board Position Management Alert

Mobile Version

Dashboard Positions Alerts Trades

🚀 Rapid Deployment (Docker)

Recommended to use Docker for one-click deployment, 3-step solution:

Open your browser and visit http://localhost:8802. 🎉

Common commands

🛠️ Local Development

Front-end development mode (hot update):

⚙️ Configuration Instructions

The configuration file is config.yaml, reference config.example.yaml:

Field Description Default value
server.host Listening Address 0.0.0.0
server.port Listening Ports 8802
database.url SQLite Database Path sqlite:///data/portfolio.db
monitor.interval_active Intraday Refresh Interval (seconds) 30
monitor.interval_idle Off-the-clock refresh interval (seconds) 300
monitor.change_alert_pct Price Change Alert Threshold (%) 5.0
`telegram.

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Install

npx skillfish add kedoupi/portfolio-monitor
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