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📰 Dev.to · 22s Pocket Portfolio

Learn how to build an open-source investing dashboard with a drag-drop CSV feature and live P/L tracking, and why it matters for investors and developers

intermediate Published 22 Sept 2025
Action Steps
  1. Build a dashboard using a framework like React or Angular to display live P/L tracking
  2. Drag and drop a CSV file into the dashboard to upload investment data
  3. Configure a mock-trade sandbox to test investment strategies
  4. Integrate a ticker-aware news feed to stay up-to-date on market news
  5. Test the dashboard with sample investment data to ensure accuracy
Who Needs to Know This

Developers and investors on a team can benefit from this project as it provides a transparent and open-source solution for tracking investments, and can be customized and improved upon

Key Insight

💡 An open-source investing dashboard can provide transparency and customization for investors, and can be built using common web development frameworks and libraries

Share This
📈 Build your own open-source investing dashboard with Pocket Portfolio! 📊

Key Takeaways

Learn how to build an open-source investing dashboard with a drag-drop CSV feature and live P/L tracking, and why it matters for investors and developers

Full Article

Pocket Portfolio is an open-source investing dashboard. Drag-drop a CSV → get clean, live P/L with mock-trade sandbox and ticker-aware news.
Read full article → ← Back to Reads

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