A clean macOS desktop widget for your EasyEquities portfolio — total value, a lifetime value chart, and a daily profit/loss indicator. Light and dark themes, powered by Übersicht.
Not affiliated with, endorsed by, or connected to EasyEquities or Purple Group. This is an independent, unofficial tool. Nothing here is financial advice.
- Total portfolio value in your currency.
- Lifetime value chart — a smooth area chart that fills in as history accumulates.
- Daily P/L pill — green ▲ / red ▼ with the day's change in value and percent.
- Top accounts — automatically shows your highest-value accounts (e.g. USD, Crypto).
- Settings — a gear panel (in the browser view) to change chart range, theme,
and how many accounts to show. Übersicht reads the same options from
config.json. - Auto light/dark to match your Mac's appearance.
- Your data stays local — balances live in gitignored files, never committed.
EasyEquities has no official public API, so you feed the widget your numbers one of three ways (all local to your machine):
| Source | Command |
|---|---|
| Manual — edit account values | edit holdings.json, then python3 scripts/build.py |
| CSV export from EasyEquities | python3 scripts/update-from-csv.py path/to/export.csv |
| Manual login-read | sign in yourself and type the totals into holdings.json |
Each refresh appends a dated snapshot to history.json. That history is what powers
the chart and the daily P/L, so both fill in over the days you run it (or instantly
if you import a CSV export that contains dated values).
Instead of a fixed value, you can have the widget track the market — reprice your holdings from live data on a schedule.
- List your share quantities and crypto units in
holdings.live.json(copyholdings.live.example.json). - Get a free Finnhub API key at https://finnhub.io/register and put it in
.env:FINNHUB_API_KEY=your_key_here - Run it:
python3 scripts/live-update.py --dry-run # prints the math, writes nothing python3 scripts/live-update.py # writes value.json
- Schedule it (macOS) to refresh every 15 minutes:
./scripts/schedule-macos.sh # stop: launchctl unload ~/Library/LaunchAgents/com.deskfolio.update.plist
Data sources: Finnhub (US stock/ETF quotes), CoinGecko (crypto, keyless), open.er-api.com (USD→ZAR, keyless). Tip: cross-check the computed total against what your broker shows once — if they line up, your tickers and share counts are right.
git clone https://github.com/timduigan/deskfolio.git
cd deskfolio
# 1. Install Übersicht (the desktop-widget host)
brew install --cask ubersicht && open -a Übersicht
# 2. Run setup — seeds your data files and installs the widget
./setup.sh
# 3. Enter your holdings and build
cp holdings.example.json holdings.json # if not already created
$EDITOR holdings.json
python3 scripts/build.pyThe widget appears on your desktop (top-left by default — drag it anywhere) and refreshes every 60 seconds.
python3 -m http.server 8000
# open http://localhost:8000/widget.htmlconfig.json holds the defaults both the desktop and browser views read:
{
"currency_symbol": "R",
"chart_range": "lifetime", // lifetime | 1Y | 1M | 1W
"accounts_shown": 2, // top N accounts by value
"theme": "auto" // auto | light | dark
}In the browser view, the gear icon changes these live (saved per-browser). On the
desktop, edit config.json and the widget picks it up on its next refresh.
| File | Committed? | What |
|---|---|---|
holdings.json |
no (gitignored) | your account values — the manual source |
value.json |
no (gitignored) | generated — what the widget displays |
history.json |
no (gitignored) | generated — dated snapshots for the chart |
config.json |
yes | display settings (defaults) |
*.example.json |
yes | samples so the widget renders out of the box |
Issues and PRs welcome. This is a small, dependency-free project — the widget is one HTML file plus a small Übersicht component, and the data scripts are plain Python 3 (no packages required).