Stock Portfolio Tracker

A Chrome extension for tracking your stock portfolio and watchlist with real-time prices from Yahoo Finance.

Features

Portfolio Management

• Add & Track Stocks - Enter ticker symbol, number of shares, and cost per share
• Automatic Cost Averaging - Adding more shares of an existing stock automatically calculates the new averaged cost basis
• Real-Time Prices - Live price data fetched from Yahoo Finance
• Portfolio Valuation - See your total portfolio value at a glance
• Gain/Loss Tracking - View total gains and losses in both dollars and percentages
• Multiple Time Periods - Track performance over 1 Day, 1 Week, 1 Month, or All-Time
• Cash Tracking - Special support for "CASH" ticker to track uninvested cash

Watchlist

• Monitor Without Owning - Track stocks you're interested in without adding them to your portfolio
• Same Real-Time Data - Full price information and change percentages
• Easy Management - Quickly add or remove tickers from your watchlist

General Features

• Smart Autocomplete - Intelligent ticker search with dropdown showing symbol, company name, and asset type
• Sortable Columns - Click any column header to sort your holdings
• Auto-Refresh - Prices automatically update every 10 minutes in the background
• Manual Refresh - Force a price update anytime with the refresh button
• X.com Integration - Quick links to search stock discussions on X (Twitter)
• Dark Theme UI - Modern, eye-friendly dark interface with gradient accents
• Persistent Storage - All your data is saved locally and persists across browser sessions

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Installation

Method 1: Developer Mode (Load Unpacked Extension)

This method requires enabling Chrome's Developer Mode to load unpacked extensions.

Step 1: Enable Developer Mode

1. Open Google Chrome
2. Click the three-dot menu (⋮) in the top-right corner
3. Go to Extensions > Manage Extensions
   • Or type chrome://extensions in the address bar and press Enter
4. In the top-right corner, toggle Developer mode to ON

Step 2: Load the Extension

1. Click the Load unpacked button (appears after enabling Developer mode)
2. Navigate to and select the simple-asset-tracker folder (the folder containing manifest.json)
3. Click Select Folder

Step 3: Pin the Extension (Optional)

1. Click the puzzle piece icon (Extensions) in Chrome's toolbar
2. Find "Stock Portfolio Tracker" in the list
3. Click the pin icon to keep it visible in your toolbar

Updating the Extension

When you make changes to the extension files:

1. Go to chrome://extensions
2. Find "Stock Portfolio Tracker"
3. Click the refresh icon on the extension card

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Method 2: Without Developer Mode

If you cannot enable Developer Mode (e.g., managed/enterprise Chrome installations), here are alternative methods.

Option A: Chrome Web Store

If the extension is published to the Chrome Web Store:

1. Visit the extension's Chrome Web Store page
2. Click Add to Chrome
3. Confirm by clicking Add extension

Note: This extension is not currently published on the Chrome Web Store.

Option B: Enterprise/Managed Deployment

For managed Chrome browsers in corporate or educational environments:

1. Contact your IT department and provide them with the extension files
2. Administrators can deploy the extension via:
   • Google Workspace Admin Console - Force-install extensions for all users in the organization
   • Group Policy (Windows) - Using ExtensionInstallForcelist policy
   • Managed preferences (macOS) - Using configuration profiles

Option C: Pack and Distribute (Requires Temporary Developer Mode Access)

If you have temporary access to a computer with Developer Mode:

On the computer WITH Developer Mode:

1. Go to chrome://extensions
2. Enable Developer mode
3. Click Pack extension
4. For "Extension root directory", browse to the simple-asset-tracker folder
5. Leave "Private key file" empty (first time packing)
6. Click Pack Extension
7. This creates:
   • simple-asset-tracker.crx - The packaged extension
   • simple-asset-tracker.pem - Private key (keep safe for future updates)

Important Limitation:

Since Chrome 75+, .crx files from outside the Chrome Web Store cannot be installed on standard Chrome installations for security reasons. The packaged .crx file can only be installed via:

• Chrome Web Store publication
• Enterprise policy deployment
• Alternative Chromium-based browsers

Option D: Alternative Chromium-Based Browsers

Some Chromium-based browsers allow loading unpacked extensions with Developer mode:

Browser	Instructions
Microsoft Edge	Go to edge://extensions, enable Developer mode, click "Load unpacked"
Brave	Go to brave://extensions, enable Developer mode, click "Load unpacked"
Vivaldi	Go to vivaldi://extensions, enable Developer mode, click "Load unpacked"
Opera	Go to opera://extensions, enable Developer mode, click "Load unpacked"

The installation steps are identical to Method 1 once you're in the extensions page.

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Usage

Adding Stocks to Your Portfolio

1. Click the extension icon to open the popup
2. Make sure you're on the Portfolio tab
3. Enter the stock ticker (e.g., AAPL, GOOGL, MSFT)
   • Use the autocomplete suggestions for accuracy
4. Enter the number of shares
5. Enter your cost per share
6. Click Add

Adding Stocks to Your Watchlist

1. Click the Watchlist tab
2. Enter a ticker symbol
3. Click Add

Viewing Performance

• Use the time period dropdown (1D, 1W, 1M, ALL) to switch between performance views
• Green values indicate gains
• Pink/Red values indicate losses
• Click any column header to sort by that column

Removing Stocks

• Click the × button next to any stock to remove it

Searching Discussions

• Click the X button next to any stock to search recent discussions on X (Twitter)

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Technical Details

Permissions

Permission	Purpose
storage	Save portfolio, watchlist, and price data locally
alarms	Schedule automatic price updates every 10 minutes
host_permissions	Access Yahoo Finance API for price data

Data Privacy

All data is stored locally on your computer using Chrome's storage API. No personal data is sent to external servers - only stock ticker requests are made to Yahoo Finance for price information.

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Troubleshooting

Prices not updating?

• Click the Refresh button to force an update
• Check your internet connection
• Verify the ticker symbol is valid

Extension not appearing?

• Go to chrome://extensions
• Make sure the extension is enabled (toggle is ON)
• Click the puzzle piece icon in Chrome's toolbar and pin the extension

"This extension is not from the Chrome Web Store" warning?

This is normal for unpacked/developer extensions. The warning can be dismissed.

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License

MIT License - feel free to use and modify as needed.