guidesKnow your portfolio.
Know your portfolio.
Know the math behind it.
Everything from first sync to a fully personal setup, with the financial concepts explained along the way. No prior knowledge assumed. Every formula shown is the one Pyx actually computes.
Getting started
What is PyxPyx is a desktop portfolio tracker that keeps every holding, transaction, and chart on your machine. How it works and who it is for.Install and subscribeDownload the free app, import or add your accounts, and add a license key when you want brokerage sync.Add your accountsThree ways to get your portfolio into Pyx: link a brokerage through SnapTrade, import OFX or CSV statements, or enter positions by hand.Getting aroundThe sidebar views, the command palette, the status bar, and the keyboard-first layout. Learn the app in five minutes.
Using Pyx
OverviewTotal value, metric chips, and a widget grid you drag, resize, and configure. Every widget, the three layout presets, and how base currency conversion works.HoldingsTrack every position with sortable tables, stacked filters, and a drill-in drawer with live prices, tax lots, and dividends.Chart workspaceMulti-pane charting with 8 chart types, 12 indicators, and 8 drawing tools. Workspaces save as TOML files you own.AllocationBreak your portfolio down by asset class and sector, look inside funds, set target weights, and watch drift.PerformanceMeasure growth without deposits polluting the number. Time-weighted returns, benchmark overlays, and per-account comparison.TransactionsEvery buy, sell, dividend, and transfer in one table. Filter by account, kind, amount, or date range and export to CSV.TagsGroup securities you own or just watch into tags. Each tag gets heat tiles, fundamentals, upcoming earnings, and a benchmark compare chart.NotesMarkdown notes with live preview that link to securities, accounts, and tags, pin to your charts as flags, and never leave your machine.
Concepts
Returns: TWR and MWRWhy your account gain is not your return. How time-weighted return removes deposits from the math, and when money-weighted return differs.Cost basis and lotsWhat a tax lot is, how FIFO, LIFO, and specific identification change your reported gains, and how Pyx tracks basis per lot.Moving averagesHow each moving average is calculated, how they differ, and how to read them on a price chart. The exact formulas Pyx uses.Momentum: RSI and MACDWhat momentum indicators measure, how RSI and MACD are computed, and how to read overbought, oversold, and crossover signals.Volatility and drawdownFour ways to measure how much an investment moves: Bollinger Bands, Average True Range, drawdown, and annualized volatility.Volume and correlationWhat volume confirms, how On-Balance Volume accumulates, and how rolling correlation shows whether two assets actually move together.Reading chartsCandlesticks, OHLC bars, baseline and area charts, log versus linear scale, and percent normalization for honest comparisons.DiversificationWhy holding one fund is not one bet, how sector lookthrough reveals real exposure, and how target weights and drift keep you honest.
Power user
Command paletteJump to any view, action, or ticker from one keystroke. Fuzzy search across the app, favorites, and custom hotkeys.Keyboard and VimThe full shortcut reference, Vim-style list navigation, and custom keymaps as TOML files.Themes and appearanceBuilt-in themes, font controls, amount hiding, and animation speed. Make Pyx look the way you want.ConfigurationThree-layer TOML configuration with hot reload: appearance, keyboard, charts, holdings, and startup behavior as text you own.AI agentsGive Claude Code, Claude Desktop, Codex, or any MCP client scoped access to Pyx. Local socket, read-only portfolio data, full audit trail.
Reference
Privacy and securityEncrypted local database, OS keychain for secrets, a hard-enforced network allowlist, and an activity log you can read.Data and syncBrokerage sync through SnapTrade, market data from Yahoo Finance, file imports, refresh cadence, and known limits.Pyx vs alternativesAn honest comparison. Where TradingView, spreadsheets, and cloud portfolio trackers win, and where a local-first tool wins.FAQLicensing, data, privacy, platform support, and troubleshooting answers in one place.