StockBar

Your portfolio, live in the macOS menu bar.

Holdings, gains, charts, alerts and analytics in a native Mac app, with manual portfolios, Trading 212 and Folync.

Quick start · Features · User guide · FAQ · Releases

_{Overview, showing a fictional demo portfolio.}

✨ Highlights


📈 Menu bar first	Portfolio total and per-stock items in the menu bar, each with a chart popover.
🗂️ One window for everything	Overview, Holdings, Alerts, Performance, Risk, Allocation, Backups, Data Health, Diagnostics and Settings in one sidebar.
🏦 Bring your own source	Manual holdings and watchlists, read-only Trading 212 broker sync, or a self-hosted Folync portfolio.
🌍 Multi-currency	USD, GBP, EUR, JPY, CAD and AUD totals, with UK pence (GBX) handled once and correctly.
🔔 Alerts	Price above or below a level, or a percentage move, delivered as macOS notifications.
🧮 Analytics	Value at risk, Sharpe and Sortino, drawdowns, correlation, sector allocation and attribution.
🐍 Sets itself up	Stockbar installs its own Python for market data. Nothing needs installing first.
🔒 Private by design	Data stays on your Mac, credentials stay in the Keychain, and logs are redacted.

🚀 Quick start

Requirements: macOS 15.4 or later and a current Xcode.

git clone https://github.com/jayjay181818/StockBar.git
cd StockBar
bash script/develop.sh run      # build, sign and launch

Or open Stockbar.xcodeproj in Xcode and run the Stockbar scheme.

On first launch, Stockbar asks to Set Up Stockbar's Python. Choose Set Up Automatically. It needs an internet connection and usually takes under a minute.

Note

Setup uses uv or a Python 3.10+ if one is installed. Otherwise it downloads a pinned release of uv, refuses it unless its SHA-256 matches the value built into Stockbar, and keeps it and its Python in Stockbar's own Application Support folder. You can also run it from the terminal with bash script/setup_python_env.sh, or do it later from Settings → Advanced → Python.

Then open Holdings → Edit → Add Holding and enter symbols in Yahoo Finance format (AAPL, VOD.L, SHOP.TO). The User Guide covers every screen.

Tip

Upgrading from 2.x? Make a backup first (Backups → Back Up Now). The first 3.x launch migrates the store in place, and older backups still restore.

🧭 Features

💼 Portfolio and holdings

Grouped sidebar: Portfolio (Overview, Holdings, Alerts), Analysis (Performance, Risk, Allocation), Maintenance (Backups, Data Health, Diagnostics) and Settings. The footer shows the portfolio source, the last update and a Refresh button.
The Holdings table has search, summary tiles and an Edit mode. Day P/L and Total P/L switch between amount and percentage when clicked.
Manual holdings, watchlist-only symbols and broker-linked holdings can coexist.

📊 Menu bar

The portfolio item shows total value and today's change, with a popover chart (Today, 1 Week, 1 Month).
Per-stock items have their own display modes or a custom template ({symbol} {price} {arrow}{changePct}), plus a popover with an optional S&P 500 or FTSE 100 benchmark line.
Stock items can be limited to times when an external display is connected.

🏦 Trading 212 and Folync

Trading 212: read-only API Key + Secret in the Keychain. Test Connection and Preview Import run before anything is linked. Auto-sync runs every 5 minutes by default. Trading is never supported or needed.
Folync: a self-hosted, authoritative read-only portfolio source with optional supplemental history, candles, benchmarks and FX. Local holdings are kept aside and restored when you switch back.

📈 Market data and charts

yfinance is the primary market-data provider. Financial Modeling Prep and Twelve Data are fallbacks.
Interactive Swift Charts for portfolio value, gains and individual symbols, as line or candlestick charts with indicators and benchmark comparisons.

🛡️ Reliability

Automatic daily backups, restore from any backup, and Data Health and Diagnostics screens.
Password-protected export and import of settings, API keys and, optionally, the whole portfolio, for moving to another Mac.
Atomic, ordered Core Data saves, retry and cooldown for failing symbols, and redacted logs.

📖 Full feature reference

Portfolio And Holdings

Native Stockbar window with a grouped sidebar: Portfolio (Overview, Holdings, Alerts), Analysis (Performance, Risk, Allocation), Maintenance (Backups, Data Health, Diagnostics) and Settings. The sidebar footer shows the active portfolio source, the last update and a Refresh button.
Holdings table with search, summary tiles and an Edit mode for visibility, symbol, units, average cost, currency and row actions, plus current price, value, Day P/L and Total P/L.
Day P/L and Total P/L columns toggle between amount and percentage when clicked.
Net Value, Total Net Gains and Tracked Symbols summary cards show currency symbols and thousands separators, with USD equivalents in brackets when USD is not the primary display currency.
Manual holdings, watchlist-only symbols, and broker-linked holdings can coexist.
UK .L holdings and GBX/GBP cost bases are normalized consistently for display and gain calculations.

Trading 212 Broker Sync

Trading 212 can be enabled from Settings → Connections as a broker/portfolio provider.
Credentials are API Key + API Secret and are stored in macOS Keychain only.
Supports Live / Real Money and Demo / Paper environments with separated account keys and cache namespaces.
Account type and label are configurable, including Stocks & Shares ISA, Invest/general, and Unknown/custom.
Read-only Test Connection and Preview Import flow before linking anything.
Preview maps Trading 212 provider tickers to canonical instruments and audits manual matches, quantity deltas, and conflicts.
Link Matched Holdings saves broker links only after user confirmation.
Linked Trading 212 holdings use broker-provided live position data by default for quantity, current price, value, average cost, and P/L.
Auto-sync uses one bulk Trading 212 positions/account refresh every 5 minutes by default when enabled (selectable: 30 seconds, 1, 5, 15 or 30 minutes).
Market-data providers are not called unnecessarily for linked Trading 212 holdings during normal broker sync.
Optional setting can delete linked manual holdings when the position is removed from Trading 212.
Trading/order execution is not supported and is never required.

Folync Portfolio Source

Stockbar can use a self-hosted Folync instance as the authoritative read-only source for portfolio holdings, valuation, cash, P/L, freshness, and history.
Setup is explicit: enter an HTTPS Folync URL and dedicated client token, test the connection, select a portfolio or All portfolios, preview it, then activate.
Folync tokens are stored in macOS Keychain. Plain HTTP is accepted only for localhost and 127.0.0.1 development endpoints.
Stockbar polls Folync conditionally every 60 seconds, keeps the last valid snapshot visible when Folync is offline, and surfaces stale, dirty, rebuilding, or unavailable states.
Existing local holdings, Trading 212 credentials, broker links, history, and backups remain untouched and can be restored by switching back to the local portfolio.
Folync-backed financial fields are read-only. Local watchlists, alerts, menu-bar visibility, and UI preferences remain owned by Stockbar.
An optional Folync Supplemental Data section independently controls historical line charts, candlestick/OHLCV charts, benchmark market data, exchange rates, and whole-series legacy fallback.
New connections enable only categories that Folync reports supported and ready. Existing Folync configurations migrate with every new category off and never become enabled merely because server readiness changes later.
Each active series uses current Folync data, then the last valid Folync cache marked stale/partial, then one complete legacy-provider series only when fallback is enabled, otherwise an explicit unavailable state. Folync and legacy points are never spliced into one series.
Stockbar-only watchlist symbols remain local. Folync-held assets, configured benchmarks, and Folync-allowlisted symbols may use Folync and display their own source, freshness, and coverage status.

Market Data And Charts

yfinance remains the primary general market-data provider.
Financial Modeling Prep and Twelve Data remain fallback providers for watchlists, manual holdings, historical data, and provider failures.
Historical fetch priority is configurable from Settings → Connections; live quotes use a fixed provider order.
Historical charts use the existing market-data system unless their independent Folync line-history or OHLCV route is enabled and usable.
Interactive Swift Charts views cover portfolio value, portfolio gains, and individual symbol performance.
Individual stock charts combine stored price snapshots with memory-only live samples. Same-day historical backfills are merged by timestamp, so earlier intraday points are kept even when the symbol already has a current-day sample.
Benchmark support includes symbols such as ^GSPC and ^FTSE.

Menu Bar Experience

Portfolio total can be shown in the macOS menu bar with configurable formatting.
Individual stock menu bar items can be shown or hidden.
Stock dropdowns include current values, day/position changes, grouped currency-formatted P/L amounts, and lightweight chart surfaces with memory-only live samples, 2-minute 1D display buckets, and the latest live endpoint.
After a relaunch, if memory-only samples are sparse, stock dropdowns request missing 1D symbol and benchmark history, then refresh the open chart when the snapshots arrive.
The portfolio dropdown 1D reconstructs the current portfolio over the last 24 hours from current holdings plus available symbol snapshots/live samples, with missing symbol history fetched in the background when coverage is thin.
Menu bar values update from Trading 212 broker sync for linked holdings, from Folync when it is the portfolio source, and from market-data refreshes for manual/watchlist symbols.
Stock items can be limited to times when an external display is connected (Settings → Menu Bar → Menu Bar Visibility).

Settings

Embedded Settings section in the main Stockbar window with tabs: General, Menu Bar, Appearance, Connections, Refresh, and Advanced.
App menu Settings, Cmd+,, sidebar Settings, and menu popover Preferences all route to the embedded Settings section.
Connections includes API key fields for FMP and Twelve Data (with Save & Test and Remove), the Folync portfolio source, fetch priority/fallback order, and Trading 212 broker configuration.
Trading 212 settings include enable/disable, environment, account type, account label, credential status, Test Connection, Preview Import, Link Matched Holdings, auto-sync settings, and missing-position deletion behavior.
Sensitive credential fields stay empty after save by design; stored status is shown instead.

Reliability, Backups, And Diagnostics

Backups view for creating, inspecting, and restoring portfolio backups.
Settings → Advanced → Export & Import saves settings and API keys (Settings & Keys), or those plus the portfolio database (Everything), to one .stockbarexport file encrypted with AES-256-GCM under a password you choose. Import checks the whole file first, backs up the portfolio, rolls back on any failure, then offers to relaunch.
Data Health and Diagnostics views for current portfolio/cache state and log review.
Core Data persistence for trades, trading info, historical snapshots, and analytics data.
Broker links are stored separately from market quote/historical caches.
Broker positions use normalized account + provider ticker identity, so ticker or display-name changes do not create another holding. A versioned startup migration writes and validates a recovery bundle before repairing economically identical alias duplicates; mismatches remain unchanged and quarantined for review.
Folync schema v2 supplies canonical, display/quote, alias, ISIN, asset, and portfolio identity. Stockbar prefers v2, falls back to v1 for older Folync servers, and keeps historical price series under their original symbols with alias-aware reads.
Log redaction covers API keys, Trading 212 credentials, auth headers, and sensitive account identifiers.
Memory pressure handling, cache maintenance, retry/cooldown behavior, and Python subprocess timeouts are built in.

🔌 Data sources

Source	Provides	Credentials
yfinance (Yahoo Finance)	Quotes, history and OHLC; the primary provider	None
Financial Modeling Prep, Twelve Data	Fallback quotes and history	API key in the Keychain
Trading 212	Read-only linked broker positions, value and P/L	API Key + Secret in the Keychain
Folync (self-hosted)	Authoritative portfolio, plus optional history, candles, benchmarks and FX	Client token in the Keychain

Market-data providers run in Stockbar's own Python. Trading 212 and Folync work without it.

🔒 Privacy and security

Portfolio data is stored locally (Core Data and Application Support). Market-data requests send ticker symbols (with an API key where the provider needs one) to the providers you configure.
Trading 212 and Folync credentials and the FMP and Twelve Data API keys live in the macOS Keychain. The Python helper is handed the two API keys through its environment for each run; keys an earlier version left in the settings file are moved to the Keychain the first time they are needed. Trading 212 and Folync credential fields stay empty after saving, and logs redact keys, tokens, auth headers and account identifiers.
Trading 212 access is read-only. Stockbar never places orders, so don't enable Orders - Execute.
The uv download Stockbar's Python setup uses is pinned and checked against a built-in SHA-256.

📚 Documentation

Guide	What's inside
📘 User Guide	Every screen, the menu bar, alerts, currencies, connections and shortcuts
❓ FAQ	Common questions and fixes
🏗️ Architecture	Components, data flow and source ownership
🛠️ Development	Tests, isolation, the acceptance harness and release steps
🧰 Recovery scripts	Backup and restore from outside the app
📝 Changelogs	Detailed release notes for every version

🏗️ Architecture overview

StockBar uses a hybrid Swift + Python architecture:

Swift/AppKit/SwiftUI: Main app windows, settings, menu bar controllers, portfolio state, Trading 212 provider, broker sync, analytics, diagnostics, and persistence orchestration.
Core Data: Portfolio trades, trading info, historical price snapshots, and portfolio snapshots.
Keychain: Trading 212 credentials, the Folync client token and the FMP and Twelve Data API keys.
Python/yfinance subprocesses: General market quotes, OHLC data, and historical data fetches when the corresponding Folync category is disabled, unavailable with fallback enabled, or the symbol is local-only.
MarketDataProvider path: yfinance, FMP, and Twelve Data for quotes, watchlists, and history.
BrokerProvider path: Trading 212 for broker-linked holdings and live position data.
Folync supplemental router: Category-aware, ETag-backed cached history, benchmark, and USD-base FX reads with no writes to Core Data.

Broker data and market data are intentionally separate. Trading 212 is the source of truth for linked broker positions. Folync may replace a selected market-data category when enabled, while yfinance/FMP/Twelve Data continue to serve disabled categories, local-only watchlists, and explicit whole-series fallback.

🧑‍💻 Setup guides: manual portfolio, Trading 212 and Python

Python For Market Data

Recommended: give Stockbar its own environment with a current Python. It uses uv or Python 3.10+ if installed, otherwise downloads a pinned, checksum-verified uv for Stockbar's own use:

bash script/setup_python_env.sh

Stockbar picks it up automatically, and the app offers the same setup on first launch. Alternatively, install the pins into another Python 3.10+ and set pythonInterpreterPath to it (Apple's /usr/bin/python3 3.9 is not supported):

python3 -m pip install -r Stockbar/Resources/requirements.txt

Manual Portfolio Setup

Launch StockBar.
Open the main Stockbar window from the menu bar or app menu.
Go to Holdings.
Use Add Holding to add or edit manual positions.
Use Settings → Connections to configure market-data API keys and provider priority if needed.
Use Overview, Performance, Risk, Allocation, Alerts, Backups, Data Health, Diagnostics, and Settings from the sidebar as needed.

Trading 212 Setup

Open Settings → Connections.
Enable Trading 212.
Choose Live / Real Money or Demo / Paper.
Select the account type and account label, for example Trading 212 ISA.
Paste the Trading 212 API Key and API Secret, then save credentials to Keychain.
Use Test Connection.
Use Preview Import to review proposed mappings and conflicts.
If all rows are clean manual matches, use Link Matched Holdings.
Enable auto-sync if you want linked holdings refreshed from Trading 212 (every 5 minutes by default).

Trading 212 setup is read-only until you explicitly link matched holdings. Previewing does not mutate holdings, backups, historical data, market caches, or Core Data trade rows.

📐 How values, charts and refreshes work

Holdings

Current shows the latest display price for the position source.
Value is current price multiplied by units.
Day P/L compares current price with previous close.
Total P/L compares current price with normalized average cost.
Click either P/L column header or value to toggle that column between amount and percentage.
Amount mode shows signed currency values with symbols and thousands separators, for example +$12,345.67.
Summary cards show the primary currency first and add the USD equivalent in brackets when USD is not the selected display currency, for example £10,000.00 ($12,700.00).
Linked Trading 212 holdings use broker-provided live position data by default.
Manual and watchlist-only rows continue through the configured market-data provider chain.

Charts And Analytics

Charts use existing historical data and provider fetches.
Trading 212 linked holdings still use the market-data provider chain for history unless broker history is added later.
Main individual-stock charts and stock dropdowns both read from stored symbol snapshots plus memory-only live samples, and refresh as new price data arrives.
Individual stock dropdown 1D charts render symbol snapshots and memory-only live samples in 2-minute display buckets, then use the latest live/broker price for the final value.
Portfolio dropdown 1D charts value the current displayed holdings across the last 24 hours using available per-symbol snapshots/live samples, skip low-coverage timestamps, and request missing held-symbol history in the background when needed.
The live chart samples are memory-only and do not increase historical snapshot writes.
Risk and Allocation views use stored portfolio and historical data.
Allocation, attribution and risk convert every position into one currency with current exchange rates. Until every position can be valued that way (for example before the first rate refresh), Allocation shows no sector data rather than a mixed or estimated split.
Holdings with no known sector appear as Unclassified and are left out of the diversification score.

Backups And Data Health

Create a backup before large portfolio changes or broker-linking work.
Data Health shows portfolio/cache state.
Diagnostics shows logs with redacted sensitive values.

Data Sources

Market data: Yahoo Finance/yfinance, FMP, Twelve Data.
Broker data: Trading 212 for linked broker positions.
Folync supplemental data: independent toggles for line history, OHLCV, benchmarks, and exchange rates, plus an explicit legacy fallback toggle. These controls require the Folync portfolio source to be active.
FMP/Twelve Data keys: configured in Settings → Connections.
Trading 212 credentials: stored in Keychain only.
Fetch priority: configurable for market-data fallbacks.

Refresh Behavior

Trading 212 linked holdings: one bulk broker sync every 5 minutes by default when enabled.
General market-data fallback refreshes retain the slower app/provider cadence.
Folync portfolio snapshots poll every 60 seconds; Folync benchmarks and FX poll every 15 minutes; Folync chart history loads on demand. All Folync routes use ETags.
An enabled, usable Folync category suppresses its corresponding Python/yfinance/FMP/Twelve Data or direct exchange-rate request. Disabling it resumes the existing local pipeline.
Freshness, partial coverage, stale cache, local fallback, and unavailable states are shown rather than represented as a valid zero.

Storage

UserDefaults: non-secret preferences and settings.
Keychain: Trading 212 API Key/API Secret, the Folync client token and the FMP and Twelve Data API keys.
Settings file (.stockbar_config.json, readable only by your account): the provider order.
Core Data: portfolio trades, trading info, historical data, portfolio snapshots.
Broker links: local broker-link records keyed by broker account and instrument identity.
Folync supplemental cache: separate atomic Application Support files keyed by endpoint fingerprint, scope, resource, identity, and range. ETag, payload, and receipt time are stored; bearer tokens are never cached.
Caches: market quote, historical data, broker preview/sync data, and Folync supplemental data remain separate. Folync bars, rates, and benchmark overlays are not written to Core Data.
Deactivation stops supplemental polling and removes only in-memory Folync overlays. Existing local records and the Folync disk cache remain available.

🩺 Troubleshooting

Symptom	What to check
No market data at all	Settings → Advanced → Python: "Not set up" means Stockbar's own Python needs Set Up.
Some quotes missing	Provider fallback, yfinance or network issues. Confirm the symbol on Yahoo Finance (UK listings need `.L`).
FMP `403`	Usually key or plan limits; keys are redacted in logs.
Folync "Waiting for Keychain access"	Choose Always Allow in the Keychain prompt after an update or rebuild.
Menu bar item missing	A full menu bar, the notch or a menu-bar manager may hide it.

More troubleshooting

Trading 212

If Test Connection fails, verify environment selection, API Key/API Secret, and Account data permission.
Metadata permission is recommended for reliable mapping, but preview can still work with lower-confidence mappings when account-position fields are usable.
Orders - Execute is not needed and should not be enabled for StockBar.
If a linked holding disappears from Trading 212, StockBar reports it as missing; deletion of the local linked holding is controlled by the Settings option.

Market Data

Missing manual/watchlist quotes usually indicate provider fallback, yfinance, or network issues.
FMP 403 messages usually indicate key/plan limits; keys are redacted in logs.
If no market data arrives, check Settings → Advanced → Python; "Not set up" means Stockbar's own Python needs Set Up.

Folync Is "Waiting For Keychain Access" After An Update Or Rebuild

macOS asks for permission before a rebuilt or re-signed app reads its saved Keychain items. Until you answer the Keychain prompt, the Folync token and API keys can't be read: Folync shows Waiting for Keychain access, the token field shows Checking Keychain…, exchange rates don't refresh and Allocation stays empty.
Choose Always Allow in the prompt; everything recovers within a minute.
bash script/develop.sh run signs local builds with your Apple Development certificate when one is installed, so the answer is remembered across rebuilds. Without one, builds are signed ad hoc and macOS asks after every rebuild.

Menu Bar Item Missing

A full menu bar, the notch, or a menu-bar manager can hide the portfolio item. Check the manager's hidden section first.
Stock items also hide when Only with an external display is on and no external display is connected.

Logs

Diagnostics shows redacted logs. Clear Logs asks for confirmation and offers to export a copy first.
Log files are stored under ~/Library/Logs/com.stockbar/stockbar.log.

Trading 212 sync health can be confirmed by log lines like:

Trading 212 linked sync (auto): Synced 11 linked holdings. Deleted 0. Missing 0. Broker-only 0.

🛠️ Development

bash script/develop.sh build          # Debug build, signing disabled, no launch
bash script/develop.sh build-release  # The same for the Release configuration
bash script/develop.sh test           # Full XCTest suite
bash script/develop.sh python-tests   # Offline Python helper tests
bash script/develop.sh checks         # SwiftLint, entitlements, invariants, docs
bash script/develop.sh docs-check     # Documentation links and structure
bash script/develop.sh run            # Signed build and launch

See Docs/Development.md for test filters, isolation rules, the acceptance harness, and the release and dependency-update process.

Contributing

Work on a branch and open a pull request into testing; CI runs the Python, tooling, lint, build and test gates, and a Release build, on every PR.
Releases are tagged vX.Y.Z on the merged commit.
Never commit credentials, tokens, private hostnames or personal portfolio data. The .gitignore excludes common secret, key and local-data files.

🧪 Test coverage

More than 600 XCTest tests plus offline Python tests run in CI.
Portfolio, currency and UK pence/pound tests cover P/L, minor units, missing rates and the UK price-scale repair.
Settings transfer tests cover encrypted round trips, wrong passwords, tampering, truncation and rollback.
Persistence tests cover ordered and atomic saves, history loading and bounding, backups and restores (including real backup files), annotations and migrations.
Trading 212 tests cover auth and redaction, ticker resolution (including London-listed USD ETFs), linking, empty-response safety and account re-keying.
Folync tests cover sessions, 401/429 backoff, cache corruption, supplemental routing and partial benchmarks.
Analytics tests cover risk, correlation, attribution, indicators, sector classification and chart reload targeting.
Test runs use isolated defaults, storage and Keychain items and never touch the real app data.

🗓️ Release history

🆕 Version 3.6.0 (current): Charts, costs and broker safety

Charts: The 1 Day and 1 Week charts draw nights and weekends narrow. Chart money reads the same as in the holdings table.
Figures: A cost entered in another currency is converted before gains are worked out. Attribution counts holdings opened or closed in the period and says which days it measured.
Trading 212: A ticker renamed by the broker is reported as missing, never deleted. Links now record the ISIN.
Start-up: The full history rebuild at every launch is gone, and Folync prices are no longer overwritten in the first minute.
Interface: New View menu (⌘1 to ⌘9) and Help menu.
See Changelogs/release_notes_v3.6.0.md.

Version 3.5.0: Audit fixes

Figures: Attribution, risk, correlation and per-stock metrics are corrected. Sharpe and Sortino use one 4% risk-free rate, so risk figures change.
Refresh: One slow symbol no longer discards a whole batch, failed refreshes are shown, and Stockbar refreshes on wake.
Storage: The database no longer grows without limit. Old history is thinned weekly after a safety copy.
Security: The FMP and Twelve Data API keys move to the Keychain. macOS may ask for access once.
Interface: Quit from the popover no longer hangs. Chart zoom, alerts, backups and confirmations are improved.
See Changelogs/release_notes_v3.5.0.md.

Version 3.4.0: Folync status for VoiceOver

Accessibility: VoiceOver reads the Folync connection status in Settings → Connections and speaks the result of Test Connection, Preview, Activate, Disable and Refresh Now. Background checks announce a problem once, not every minute.
Refresh Now for Folync shows progress while it runs.
See Changelogs/release_notes_v3.4.0.md.

Version 3.3.0: Export and import settings

Export & Import: Settings → Advanced → Export & Import saves Stockbar to one password-protected .stockbarexport file, for example to move to another Mac. Settings & Keys holds preferences and API keys; Everything adds the portfolio database.
Fixes: Relaunch Now and Quit after an import no longer hang. The Python Dependencies Required alert no longer offers a pip command that cannot work in Stockbar's own environment.
See Changelogs/release_notes_v3.3.0.md.

Version 3.2.0: Stockbar's own Python everywhere

Setup: Settings > Advanced > Python > Set Up works on a Mac with nothing installed. Stockbar downloads a pinned, checksum-verified uv and keeps it and its Python in its own folders.
Python: Apple's /usr/bin/python3 3.9 is no longer used. After updating, Stockbar asks once to set up its own Python, or to rebuild it (Python Dependencies Required) if you already had one. Choose Set Up Automatically.
Market Data: yfinance 1.8.0; the pandas warnings on every fetch are gone.
Fixes: Fetch errors say when Stockbar's Python is not set up and point to Set Up.
See Changelogs/release_notes_v3.2.0.md.

Version 3.1.1: Python security update

Security: Stockbar's own Python environment installs urllib3 2.8.0 and requests 2.34.2, which fix eight published vulnerabilities. Rebuild it from Settings > Advanced > Python to pick them up.
Fallback: Apple's /usr/bin/python3 3.9 keeps urllib3 1.26.20 and requests 2.32.5, the last versions it can run.
Fixes: The launch-time dependency check reads the interpreter's Python version and checks the pins meant for it.
See Changelogs/release_notes_v3.1.1.md.

Version 3.1.0: Faster market data and Stockbar's own Python

Performance: Persistent Python workers serve quotes, history and OHLC requests without restarting Python each time; live quotes load about a second faster.
Python: Settings > Advanced > Python shows the interpreter in use and can set up Stockbar's own Python 3.13 environment.
Interface: Shared models use Swift Observation, so only views whose data changed redraw. A holding added from the empty Holdings table appears immediately.
Fixes: Settings > Menu Bar no longer crashes under VoiceOver.
Development: The app compiles in Swift 6 language mode.
See Changelogs/release_notes_v3.1.0.md.

Earlier releases (3.0.1 and older)

Version 3.0.1 - Keychain And Exchange-Rate Fixes

Keychain: Folync says when it is waiting for Keychain access, and a pending Keychain prompt no longer stalls Folync supplemental data.
Exchange Rates: A failed rate fetch is retried after five minutes instead of an hour.
Logs: Routine history trimming no longer logs a warning.
Development: Local builds sign with a stable development identity when one is available, so Keychain access survives rebuilds.
See Changelogs/release_notes_v3.0.1.md.

Version 3.0.0 - Reliability And Data-Safety Release

Data Safety: Stored price history is loaded and kept; recalculations never replace recorded snapshots; saves are atomic and ordered; a failed startup load can no longer lead to the stored portfolio being overwritten.
Crash And Broker Fixes: Duplicate symbols no longer crash the app; an empty Trading 212 response no longer deletes linked holdings; account-label or key changes keep broker links.
Backups: Safer restores, Folync-aware backups, more fields preserved, newest five always kept.
Folync: Shared 401/429 backoff, corrupt-cache recovery, isolated Test Connection and Preview.
Correct Numbers: Missing exchange rates no longer break totals; correct UK, ZAc and ILA minor-unit handling; single-currency analytics; fixed risk, indicator and attribution maths; honest range changes.
Interface: Redesigned main window and settings, confirmations for destructive actions, removable API keys, accessibility and Reduce Motion support.
Upgrade: Stored data is migrated on first launch; back up first.
See Changelogs/release_notes_v3.0.0.md.

Version 2.4.4 - Trading 212 Broker Valuation Accuracy

Broker Account Value: Linked Trading 212 portfolios use the broker account value, including cash, for Net Value and portfolio summaries while a matching valuation snapshot is fresh.
Broker P/L: Linked position and portfolio Total P/L use Trading 212 unrealised P/L and cost data when available; Day P/L retains Stockbar's previous-close calculation.
Currency Safety: Broker values are converted from the account currency without revaluing broker-provided GBP positions through the local USD path, with GBX/GBP normalization preserved.
Safe Fallbacks: Stale, invalid, missing, or account-mismatched broker snapshots fall back to the existing local portfolio calculations.
Resilient FX: When live exchange-rate refresh fails, Stockbar activates the latest saved historical USD rate snapshot before relying on hard-coded fallback rates.
See Changelogs/release_notes_v2.4.4.md.

Version 2.4.3 - Embedded Settings & Live Menu Graph Polish

Embedded Settings: Moved Settings into the main Stockbar window as a first-class sidebar destination.
Unified Settings Routing: App menu Settings, Cmd+,, sidebar Settings, and menu popover Preferences now open the embedded Settings section instead of a separate popout.
Menu Dropdown Graphs: 1D stock dropdown charts use symbol snapshots/live samples, while portfolio dropdown charts reconstruct the current portfolio over the last 24 hours from current holdings plus available symbol snapshots/live samples.
Chart Backfill Continuity: Main individual-stock charts now use the same stored-plus-live symbol data source as dropdown charts, and same-day historical backfills merge by timestamp instead of being discarded as duplicate days.
Menu Relaunch Recovery: Sparse stock and benchmark dropdown charts now request missing history after app relaunch and refresh the open chart when snapshots arrive.
Portfolio 1D Coverage: Missing held-symbol history is requested in the background when coverage is thin; low-coverage timestamps are skipped and no historical snapshot write cadence changes are made.
Currency Formatting Polish: Summary cards, Holdings P/L amount mode, and menu dropdown P/L values now show currency symbols plus comma separators, with USD equivalents in brackets for non-USD summary cards.
Holdings Window Polish: The main window opens within the visible screen and the Holdings table remains reachable on narrower widths.
Refresh Safety: Historical snapshot cadence, provider fallback cadence, holdings, backups, and cache keys are unchanged.
See Changelogs/release_notes_v2.4.3.md.

Version 2.4.2 - Trading 212 Broker Sync & Modern UI

Trading 212 Broker Provider: Added read-only connection testing, import preview, manual-match audit, broker-link persistence, and linked holding sync.
Secure Credentials: Trading 212 API Key/API Secret are stored in Keychain; logs redact credentials, auth headers, account identifiers, and sensitive payload fields.
Broker-Primary Linked Holdings: Linked Trading 212 holdings use broker-provided live position data by default for quantity, price, value, average cost, and P/L.
30-Second Broker Sync (2.4.2; later releases default to 5 minutes): Trading 212 sync used one bulk positions refresh every 30 seconds without changing the slower market-data fallback cadence.
ISA/Account Labelling: Users can configure account type and account label, including Stocks & Shares ISA.
Safe Linking: Preview/import does not mutate holdings until explicit linking; broker links are keyed by broker account and instrument identity.
Modern Stockbar Window: Added the first-class sidebar UI for Holdings, Charts, Risk, Allocation, Alerts, Backups, Data Health, and Diagnostics.
Modern Settings Window: Added General, Menu Bar, Appearance, Data Sources, Refresh, and Advanced tabs.
Holdings P/L: Added Total P/L beside Day P/L with amount/percentage toggles.
Fixes: Corrected Trading 212 LSE pence/GBP cost-basis normalization and HIMS provider alias mapping.
See Changelogs/release_notes_v2.4.2.md.

Version 2.4.1 - Reliability & Portfolio Popover Release

Portfolio Popover: Modernized the portfolio total popover and shared menu chart components.
Data Safety: Added Core Data recovery safeguards and hardened backup, restore, import, and export flows.
Logging Safety: Added canonical secret redaction across app and Python subprocess logs.
Responsiveness: Moved OHLC/Python subprocess work off the UI actor with async pipe reads and timeouts.
Test Coverage: Restored full Xcode test target membership and added reliability regression coverage.

Version 2.4.0 - Portfolio Popover & Data Provider Improvements

Popover Improvements: Fixed menu popover anchoring, footer layout, dismissal behavior, and updated timestamp formatting.
Charts & Benchmarks: Added benchmark overlays for ^GSPC and ^FTSE with range-aware chart changes.
Menu Bar Stability: Reused status items across refreshes to reduce menu bar reshuffling and formatting loss.
Data Providers: Added symbol aliases, improved UK symbol handling, and expanded quote/historical fallbacks.
Persistence Fixes: Restored deep-edit persistence and prevented benchmark helpers from persisting as user trades.

Previous Versions

See Changelogs/ for detailed release notes.

Built with Swift, SwiftUI, AppKit, Core Data and Python/yfinance.

Releases · Issues · Changelogs

_{Last updated: November 11, 2026 · Version 3.6.0}

Name		Name	Last commit message	Last commit date
.github		.github
Changelogs		Changelogs
Docs		Docs
PythonTests		PythonTests
Scripts		Scripts
Stockbar.xcodeproj		Stockbar.xcodeproj
Stockbar		Stockbar
StockbarTests		StockbarTests
script		script
.gitignore		.gitignore
.swiftlint.yml		.swiftlint.yml
AGENTS.md		AGENTS.md
CLAUDE.md		CLAUDE.md
CONTRIBUTING.md		CONTRIBUTING.md
GEMINI.md		GEMINI.md
README.md		README.md
SECURITY.md		SECURITY.md

Latest commit

History

Folders and files

Repository files navigation