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>log in to commentI built My Fund Data as a simple, no‑login tool to keep all my fund, A‑share and HK‑stock positions in one local ledger. It lets me group holdings by accounts, import/export Excel and even create shareable performance images. Let me know what works for you and what could be improved 😊
A local, no-login tool to track fund, A-share and Hong-Kong stock holdings, group by accounts, calculate returns and export Excel.
- for
- Individual investors who want a simple offline portfolio tracker.
- pricing
- free
Key features
- No login required — All data is stored locally in the browser without any account registration.
- Multi-account grouping — Organize holdings by Alipay, WeChat, China Merchants Bank, Tonghuashun and other accounts.
- Manual entry & bulk import — Add positions manually or import XLSX/CSV files while preserving leading zeros.
- Return calculation — Shows current amount, profit and simple return rate based on stored data.
- Export & backup — Export the full ledger to Excel for backup or further analysis.
- Shareable performance graphics — Generate long-form images of portfolio performance with optional hidden amounts.
Use cases
- Track daily fund, A-share and HK-stock holdings across multiple brokerage accounts
- Create a backup of portfolio data before switching devices
- Generate a shareable performance chart for social media or reports
My Fund Data FAQ
Do I need to register an account?+
No, the tool works entirely offline with data stored in the browser.
Can I import data from other platforms?+
Yes, you can manually enter data or import XLSX/CSV files; a template is provided for compatibility.
Is there any cloud sync or backup?+
Data is saved locally; you can export an Excel file at any time for backup.
Does the tool give investment advice?+
No, it only records snapshots, calculates returns and displays public market data.
How are returns calculated?+
Return = (Current amount − Cost) ÷ Cost, with cost derived from current amount minus current profit.
Summarized by DevHunt from myfunddata.com · Nov 10, 2026. Details may change; check the official site.
