Pyx

Pyx is a native Mac app for self-directed investors who want to see their whole portfolio and do their own research without handing the data to a web service. It is free to download and use. There is no account, no cloud, and no telemetry: everything lives in one encrypted SQLite database on your disk, your notes are plain markdown files in a folder you choose, and the app can only reach nine allowlisted hosts.

Getting data in. Import CSV or OFX statements from any broker, add accounts and positions by hand, or link a brokerage read-only through SnapTrade (the paid feature, $7 a month or $70 a year). No order or trading endpoint exists in the app.

Portfolio. Holdings grouped by account with tax lots and cost basis (FIFO, LIFO, specific ID), time-weighted and money-weighted returns against a benchmark, allocation that looks inside ETFs by sector, region, asset class, and currency, and 36 base currencies with daily FX.

Research. Type any ticker, held or not, and get a decade of SEC EDGAR financials, growth, margins, valuation multiples against their own history, peer comparison tables, estimates, ownership, and the filing behind each number. Tag any group of securities and the tag becomes a research desk with earnings dates and a compare chart.

Charts. Multi-pane workspaces, eight chart types, twelve indicators, eight drawing tools, your own trades and notes pinned on the timeline. Workspaces save as TOML files.

100% Rust with GPU rendering, a command palette, rebindable keys with a Vim layer, fifteen themes, and CSV and TOML export.

Agents, if you want them. Pyx ships a local MCP server, off by default, that lets Claude Code, Claude Desktop, Codex, or any MCP client work with your portfolio without anything leaving your machine. It runs over a Unix socket, never a network port, and you enable it per capability: portfolio read, market research, notes, tags, and app control. Twenty-one tools cover holdings, transactions, performance, quotes, price history, company financials and filings from SEC EDGAR, peer comparison, and note and tag writing. Portfolio data is read-only to agents down to the database layer, every call shows in a live activity feed, and every write is audit-logged with the agent named. Eight research skills ship with it (company dossier, bull and bear, moat analysis, earnings prep, and more). The app is complete without it.