The short answer#
Pyx is a private desktop workspace for your portfolio and the research around it. It is not a social network and not a robo-advisor. If you want deep charts, honest math, and a written record of your thinking, without handing your money's history to a web service, Pyx is built for you. The main things it leaves to other tools are intraday tick data and crypto exchange books.
Pyx vs TradingView#
TradingView is a market charting platform. Pyx is a portfolio tool with TradingView-class charting pointed at your own accounts.
| TradingView | Pyx | |
|---|---|---|
| Charts any market, intraday | Yes | No, daily bars |
| Charts your actual accounts | Manual entry | Synced read-only |
| Your trades and notes on the chart | No | Yes, pinned at their dates |
| Screeners and ideas feed | Yes | No |
| Indicators | Hundreds, scriptable | 12, built in |
| Drawing tools | Extensive | 8, persistent |
| Your data stays local | No, cloud account | Yes, encrypted file |
| AI access to your portfolio | Their cloud, their assistant | Your agent, local MCP, opt-in |
| Social features | Yes | None, on purpose |
TradingView's market coverage is genuinely broad: every exchange, intraday resolution, screeners, and a scripting language. For scanning unfamiliar markets tick by tick, it has earned its place.
Finding your next position works in Pyx too, just portfolio-first. Tag candidates to watch them with live prices, fundamentals, and earnings dates. Chart them against what you already own with the same indicators and drawing tools. Write the thesis as a note before you buy, and the note is waiting on the chart after you do. The difference is the angle: Pyx starts from your money and works outward, rather than starting from the whole market.
Pyx wins when the subject is your portfolio. Your accounts sync in read-only and your positions, lots, and returns live next to the chart. Multi-pane workspaces, indicators, and drawings work on the securities you hold, your own trades, dividends, and research notes render on the price chart itself, and every drawing and workspace saves to a local TOML file instead of a cloud profile. Nothing about your net worth is on anyone's server.
The two are not exclusive. Some people chart markets in TradingView and their own money in Pyx.
Pyx vs cloud portfolio trackers#
Cloud trackers (Empower, Sharesight, Snowball, and similar) aggregate your accounts on their servers and render dashboards in a browser.
| Cloud trackers | Pyx | |
|---|---|---|
| Mobile and web access | Yes | No, desktop only |
| Multi-currency | Often | Yes, 36 currencies with daily FX |
| Where your data lives | Their servers | Your machine |
| Business model | Ads, upsells, or your data | Free app; $7/month for brokerage sync |
| Charting depth | Basic line charts | Multi-pane, 12 indicators |
| Per-lot cost basis | Rare | FIFO, LIFO, Specific ID |
| Keyboard-driven | No | Yes, palette and Vim keys |
Cloud trackers earn their keep on convenience: check your phone, log in anywhere. Pyx trades that reach for depth and privacy on the machine where your research actually happens.
Pyx wins on privacy and depth. Your holdings never leave your machine, the app is fast because it is native, and the math is serious: time-weighted returns, per-lot basis, sector lookthrough, target drift. The app is free and the only revenue is a subscription for brokerage sync, so you are the customer, not the product.
Pyx vs a spreadsheet#
A spreadsheet is infinitely flexible and completely private. It is also manual. Prices go stale, transactions need typing, and cost basis formulas grow into a second job.
Pyx keeps the privacy (local file, yours) and removes the upkeep: accounts sync on their own, prices refresh during market hours, lots are tracked per acquisition, drift is computed against your targets, and charts are one keystroke away. If your spreadsheet is a hobby you enjoy, keep it. If it is a chore, this is the replacement.
Pyx vs pasting your portfolio into a chatbot#
Plenty of people export a CSV and paste it into an AI chat to ask about concentration or performance. It works, with three costs: the portfolio is now in a chat log on someone's server, the snapshot is stale the moment it is pasted, and the model is doing return math freehand.
Pyx inverts each part. Agent access over MCP lets any AI agent you choose, Claude, Codex, or whatever comes next, query your live local database directly: current positions, the full transaction ledger, and returns Pyx computed properly, not re-derived by a language model. Nothing is pasted anywhere, the socket is local to your machine, portfolio data is read-only to the agent, and every question it asked is in your audit log. When the conversation produces something worth keeping, the agent can write it down as a note linked to the right securities.
Where other tools still win#
Honest edges, so you can pick the right mix:
- Phones and browsers. Pyx is a desktop app for macOS, Windows, and Linux. A cloud tracker is the answer for checking from anywhere.
- Options and crypto analytics. Pyx imports options positions from linked brokers and charts what it can price, but strategy analytics and exchange connections live elsewhere.
- Intraday resolution. Pyx charts daily bars, which suits position research better than scalping.
- Order entry. Pyx reads and cannot place trades, on purpose. Execution stays at your broker, where it belongs.
Try it#
Pyx is $7 per month or $70 per year, one plan with everything. See pricing or download the app. Your first sync takes about two minutes.