tick

A simple CLI to track your portfolio from the terminal.

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✨ Features

• 📊 Portfolio tracking (positions, cost basis, PnL)
• ⚡ Daily snapshot view (value, holdings, risk, news)
• ⚠️ Risk insights (concentration, largest positions)
• 📰 Headline-based market news per asset
• 🧾 Import positions from JSON and weekly trades from CSV (tick trades import)

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📦 Installation

Homebrew (recommended)

brew tap squeakycheese75/tick
brew install tick
brew upgrade tick

From source

git clone https://github.com/squeakycheese75/tick
cd tick
go build -o tick ./cmd/tick

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🚀 Quick start

tick portfolio create main --base EUR

tick portfolio add BTC   --qty 0.5   --avg-cost 25536.60

tick portfolio add NVDA   --qty 10   --avg-cost 340.49

tick portfolio add MSTR   --qty 10   --avg-cost 120.00

tick portfolio summary

tick daily

tick news NVDA BTC MSTR

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📸 Example

Daily snapshot

tick daily

main  36,283.76 EUR  Δ +6.38 EUR (+0.02%)

Holdings
BTC     91.04%    33,033.29 EUR  @    77,614.00 USD  → +0.00%  Δsnap +6.38 EUR (+0.00%)
NVDA     4.75%     1,723.72 EUR  @       202.50 USD  ↑ +1.31%
MSTR     4.21%     1,526.75 EUR  @       179.36 USD  ↑ +9.39%

Risk   Largest: BTC (91.04%)   Top 3: 100.00%   ! High concentration

News
BTC:  Why did Bitcoin price (BTC USD) and crypto stocks fall today after Fed chair nominee Kevin Warsh's
NVDA: NVIDIA remains central to AI infrastructure demand

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Portfolio summary

tick portfolio summary

main

Base currency EUR
Total value   36,283.76 EUR
Total cost    17,194.64 EUR
Total PnL     +19,089.12 EUR  (+111.02%)

Positions
TICKER        QTY             PRICE             VALUE              COST                PNL     PNL %
BTC        0.5000     77,614.00 USD     33,033.29 EUR     12,768.30 EUR     +20,264.99 EUR  +158.71%
NVDA      10.0000        202.50 USD      1,723.72 EUR      3,404.88 EUR      -1,681.16 EUR   -49.38%
MSTR      10.0000        179.36 USD      1,526.75 EUR      1,021.46 EUR        +505.28 EUR   +49.47%

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🧠 How it works

tick daily

A compact snapshot answering:

“How is my portfolio doing right now?”

tick portfolio summary

A detailed accounting view answering:

“What exactly do I hold and how is it performing?”

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🛠 Commands

tick portfolio create main --base EUR
tick add MSTR --qty 1 --avg-cost 110.00
tick add BTC --qty 0.1 --avg-cost 30000.00
tick add NVDA --qty 10 --avg-cost 400.00

tick portfolio summary
tick portfolio risk

tick daily
tick news BTC MSTR

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🧪 Status

Tick is under active development.

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📄 License

MIT

Importing trades

Apply buys and sells from a CSV file to a portfolio's positions:

tick trades import --file trades.csv --portfolio trending

date,symbol,side,quantity,price,currency,fee,exchange,instrument_type,quote_currency
2026-10-12,MRNA,buy,1,200,EUR,1,NASDAQ,equity,USD
2026-10-14,DELL,sell,0.5,520,USD,0,NASDAQ,equity,USD

• Required columns: date, symbol, side (buy/sell), quantity, price, currency.
• Optional columns: fee, fx_rate, ref, exchange, instrument_type, quote_currency. Missing instrument details are looked up, as with tick add.
• Prices are converted from the trade currency to the instrument's quote currency. Set fx_rate to use your actual rate; otherwise the current rate is used.
• Buys update the average cost (fees included). Sells reduce the quantity and keep the average cost. Selling everything closes the position.
• The whole file is checked before anything is written, so a bad row (or a sell larger than the holding) imports nothing.
• Re-importing a file is safe: trades already recorded are skipped. Give each trade a ref (such as a broker order id) for a reliable identity.
• The portfolio summary splits PnL into "from assets" (the price moving) and "from FX" (the currency rate moving since you bought). This needs the purchase cost in your base currency, which trade import records. Positions without it (added with tick add, or imported from JSON) show - and no FX split.

Working with several portfolios

tick portfolio list              # every portfolio, with its position count; the default is starred
tick portfolio use trending      # make `trending` the default for every command
tick portfolio summary           # now reports on `trending`
tick daily --portfolio main      # a flag still wins for a single command

Commands that take --portfolio choose in this order: the flag, the TICK_PORTFOLIO environment variable, the default set with tick portfolio use (stored in ~/.tick/default_portfolio), then main.

When prices come from an earlier day than today (before the market opens, or at a weekend), summary and daily say so with a line such as Prices as of Fri 9 Oct. The day-change percentages in that case are that earlier session's move, not today's.

Which command?

• tick portfolio summary: how you are doing against what you paid. Value, cost, PnL, and how much of the PnL is the assets and how much is FX.
• tick daily: what happened today. Holdings, risk, news and anything needing attention. It saves a snapshot, so later runs can show the change since the last one.
• tick daily --short: the quick look. Movers ranked by the size of the move, and news. It does not save a snapshot. tick brief still works as a hidden alias.

HTTP API

tick serve exposes the same use cases the CLI runs, for scripts and other programs on your machine. It is the CLI's twin, not a separate system: both use the same database and the same rules.

export TICK_API_TOKEN=$(openssl rand -hex 32)   # or put it in ~/.tick/config.env
tick serve                                       # listens on 127.0.0.1:8080

curl -H "Authorization: Bearer $TICK_API_TOKEN" http://127.0.0.1:8080/v1/portfolios

curl -H "Authorization: Bearer $TICK_API_TOKEN" -H 'Content-Type: application/json' \
  -d '{"trades":[{"ref":"order-1","date":"2026-10-12","symbol":"MRNA","side":"buy","quantity":1,"price":200,"currency":"EUR","fee":1,"exchange":"NASDAQ","instrumentType":"equity","quoteCurrency":"USD"}]}' \
  http://127.0.0.1:8080/v1/portfolios/trending/trades

GET /v1/portfolios, POST /v1/portfolios	list, create
POST /v1/portfolios/{name}/trades	apply buys and sells; all or nothing; safe to retry
GET /v1/portfolios/{name}/summary	value, cost, PnL split into asset and FX
GET /v1/portfolios/{name}/daily	holdings, risk, news, attention (?short=true, ?newsLimit=)
GET /healthz	up check, no token

Full details are in docs/openapi.yaml.

• Local only. It refuses to listen on anything but loopback, rejects requests whose Host is not localhost/127.0.0.1/[::1], and will not start without a token of at least 16 characters.
• Reads change nothing. GET .../daily does not save a snapshot.
• Errors are {"error":{"code","message"}}: 422 invalid, 404 not found, 409 conflict (including "data changed, send it again"), 502 a price or rate provider is down.
• Ratios (pnlRatio, weight, changeRatio) are fractions: 0.25 is 25%.