Notes on seeking wisdom and crafting software

XMF released

We released xmf today. xmf can track stocks and mutual fund portfolios using the command line terminal. As usual the tool is free, open source and completely private.

xmf summary view
Summary of all portfolios for an example profile with three portfolios and USD currency.

A short list of features

  • Create multiple profiles, each profile can have multiple portfolios.
  • A portfolio can track stocks, mutual funds (India) and fixed deposits.
  • Data sourced from Yahoo Finance and the MF API by @captnemo.
  • Track summary, changes in the portfolios, returns (CAGR and rolling), mutual fund fees, and asset allocation.
  • Supports multiple currencies and auto-conversions for reporting.

The app is built with LLMs for the most part. It’s also my first rust app published on crates.io.

Any feedback is most welcome!