01
Portfolio summary
Current value, net contributions, total return, gains, and commissions from a working view.
Local portfolio tracker
ValorGrid
Track your portfolio from your own PC, without uploading your data to the cloud.
ValorGrid helps you keep your buys, sells, contributions, performance, and portfolio allocation in one place, without relying on spreadsheets to check and maintain daily tracking of your portfolio.
Docker available for advanced users.
Local data
Windows
Linux
macOS
Docker
No cloud dashboard
Interface
A private view to understand your portfolio
ValorGrid brings together trades, allocation, history, and transactions in a desktop experience designed for reviewing financial data without relying on a cloud dashboard.
Open public demo with simulated data
02
Current allocation
Instant breakdown of each group and position weight relative to the total visible portfolio.
03
YTD review
Year-to-date performance summary with value evolution and return by group.
04
Historical evolution
Time series to review contributions, valuation, and cumulative returns.
05
Auditable transactions
Record of buys and sells with dates, currencies, commissions, and references.
06
Hide balances
You can toggle the option to hide balances for extra privacy when sharing your screen or reviewing your portfolio in public.
What it does
Private portfolio tracking, without unnecessary layers
Transaction log
Buys, sells, currencies, commissions, and references to review your history with clarity.
Allocation and performance
Summary of current value, net contributions, total return, and weight of each group or position.
Excel import
Official template, preview before confirming, and controls to prevent common format errors.
Local backups
Backups under your control, designed for personal and private use.
Who it's for
For individual investors who want to organize their portfolio
ValorGrid is designed for individual investors who want to keep clear track of their portfolio, record transactions, and review performance without relying on increasingly complex spreadsheets.
Good fit if you want to
Centralize buys, sells, contributions, allocation, history, and backups in a local environment.
Not designed for
Intraday trading, order execution, or automated advisory.
Getting started
Start from scratch or import an existing portfolio
ValorGrid lets you manually create your first groups and instruments with configurable names and colors. If you already have a portfolio recorded, you can also import it by filling out a simple Excel template.
Start
A fresh installation starts with no data
When you open ValorGrid for the first time, you can choose between creating the initial structure via a guided setup or importing a portfolio you already have ready.
01
Manual creation of groups and instruments
Create your first groups and instruments from the guided setup. You can define visible names and assign custom colors to recognize your portfolio at a glance.
02
Importing from the ValorGrid Excel template
If you already have a portfolio, fill out the simple ValorGrid Excel template, upload the transactions in bulk, and review the result before confirming.
Day to day
Add what you need, when you need it
In your day-to-day use, you can add recurring investment automations (DCA), create as many groups and instruments as you want, or import transactions using the ValorGrid Excel template.
Local privacy
Your financial data stays in your environment
ValorGrid is designed to run as a local application. Your portfolio is stored on your machine or in the private volume you configure if you use Docker.
The app can fetch market prices for specific symbols and cache results locally, but it never syncs your transaction history with an external platform.
Downloads
Download ValorGrid for your system
Native installers for Windows, Linux, and macOS. No Node.js or command line required.
Windows
Windows 10/11 · 64-bit · Version 3.24.3
Installer without a commercial signature. SmartScreen may display a warning.
Linux
AppImage · DEB · 64-bit · Version 3.24.3
Not signed. Verify the checksum before installing.
macOS
DMG Apple Silicon (ARM64) · Version 3.24.3
Installer without a signature. Go to System Settings > Privacy & Security and click Open.
Docker
For advanced users and custom environments
Docker is intended for private environments, local testing, and advanced deployments where you want to control volumes, backups, and updates.
View instructions on GitHubProfessional Edition
More power for active portfolios
Imports from compatible brokers, configurable trades, advanced History filters, and return analysis by instrument or group.
FAQ
Frequently asked questions
Does ValorGrid upload my data to the cloud?
No. It stores your portfolio locally and never syncs your transaction history with an external platform.
Do I need Node.js to use it on Windows?
Not if you install the Windows version from GitHub Releases. Node.js is only required for development.
Does ValorGrid provide investment recommendations?
No. It is an organization, visualization, and personal auditing tool. It does not recommend buying, selling, or holding assets.
Can I import transactions?
Yes. Community imports the official ValorGrid Excel template with a preview before confirming transactions.
What's the difference between Community and Professional Edition?
The Community version covers basic personal use: tracking, visualization, template import, and local backups. Professional Edition adds imports from compatible brokers, persistent visual preferences, advanced History filters, and expanded return analysis by instrument and group.
Product status
Current state and roadmap
Current version
3.27.0
Free Community version for Windows, Linux, and macOS. No mandatory account, no cloud sync.
Latest improvements
- Native installers for Windows, Linux, and macOS
- Self-configurable price source (Yahoo / Alpha Vantage)
- Dividends: historical record by instrument, cumulative totals, and per-period breakdown
Up next
- CasaOS store listing
- Umbrel store listing
- Full app translated to English
Latest feature: Dividends
View full changelog
Contact
Let's talk about ValorGrid
For general inquiries, product, collaboration, or business information, write to hola@valorgrid.app.
For installation, usage, or support issues, write to soporte@valorgrid.app.
Legal
Licenses, privacy, and financial disclaimer
ValorGrid keeps the legal notice separate from the financial disclaimer so each condition is easier to review.
Review the licenses, legal notice, privacy information, and financial disclaimer.