01
Holdings without guesswork
Record trades or review a CSV import. Bring stocks, crypto and CETES together with their original currencies and cost basis.
A personal view of your investments
Your investments,
in one clear view.
A self-hosted portfolio tracker for stocks, crypto and Mexican fixed income. Understand your holdings, cost basis and currency effects across MXN and USD.
Open source Single user MXN / USD
Investment value
124,800.00MXN
Cost basis
110,000.00 MXN
Unrealized result
+14,800.00 MXN
+13.5% vs. cost basis
Two currencies. One view.
MXN- Demo USD stock 6,000.00 USD
- 105,600.00 MXN
- Demo MXN stock 192 shares × 100.00 MXN
- 19,200.00 MXN
Example conversion: 1 USD = 17.60 MXN.
Fictional quotes · 12 Oct 2026, 16:00 Mexico City.
No live prices or account data.
Know what you own.
Understand what changed.
Built for a personal portfolio, with the Mexican market in mind. Stockerly describes what it observes, so you can read the numbers in their context.
02
Returns with context
Read portfolio history and unrealized results. Where available, separate asset movement from the effect of MXN / USD conversion.
03
A tool you can run yourself
One account, created at first setup. Configure optional data providers and keep the application on your own infrastructure.
Lumen / Brand identity
One candle.
A clear point of view.
A rounded market candle, drawn with one continuous line. It connects Stockerly to the language of markets without promising a direction, a trade or a result.
Light / warm canvas
Dark / quiet surface
Recognizable at small sizes
16 px
32 px
64 px
Keep the supplied viewBox and stroke. Give the mark space; use the wordmark when the name needs to be read.
Works in one color
The lettering is outlined SVG geometry. The logo stays intact without installed fonts.
A calm, specific voice.
Describe observations. Name currencies, dates and periods. Say when information is missing. Avoid investment advice, guarantees and manufactured social proof.
“Unrealized result · +14,800.00 MXN”
“Quote unavailable · last update shown when known”
Type with a purpose.
- Plus Jakarta Sans
- Headings / identity
- Inter
- Interface / reading
- JetBrains Mono
- Values / precision
The same Lumen tokens as the app.
Color roles adapt together. These values come from application.css.
bg-canvas
#FAFAF7
bg-surface
#FFFFFF
primary
#5B6CFF
primary-fg
#4757E3
fg-default
#0F172A
fg-subtle
#5E6E84
positive-fg
#047857
negative-fg
#BE123C
Brand files
Ready to use.
Easy to reproduce.
Editable SVGs and generated PNGs share one mark and the current application tokens. The outlined wordmark works without installed fonts.
Your portfolio. Your instance.
Run Stockerly with the documented devcontainer or manual setup. The first-boot wizard creates the single account. Market data depends on the providers you configure; portfolio pages require a network connection. Offline, the app shows a retry page.