📈 InvestorPro

A personal investment tracker for iPhone. Your whole portfolio — Tinkoff Invest (T-Invest) and Bybit — in one native app.

Native iOS investment portfolio tracker (SwiftUI) for Tinkoff Invest & Bybit — assets, analytics, value & return charts, trade history. Stocks & crypto, personal finance, fully local on iPhone.

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💡 Why

The portfolio used to live in a Python Telegram bot: commands, plain-text summaries, a server to keep alive. Clunky and dated. InvestorPro moves and extends that logic into a native iOS app: fast, good-looking, in your hand — and serverless. All exchange requests go straight from the phone; data stays on the device.

✨ Features

• 🔑 Accounts via API tokens — multiple T-Invest accounts + Bybit. Tokens live only in the Keychain.
• 🍩 Home — assets donut with the total in the centre, % breakdown, ₽/$ toggle, today's change and last-updated time.
• 📊 Analytics — four breakdowns: Assets / Companies / Sectors / Currency (donut + legend), 1:1 with the Tinkoff style. Margin debt is shown as its own line.
• 🏷 Positions with logos — official company logos from T-Invest, name, quantity · average price, value, PnL ₽·%. "Details" drill-down.
• 👥 By account — each account separately → its positions.
• 📈 Charts — portfolio value over time from real snapshots: columns ⇄ curve, ranges Month / 6M / Year / All time, scroll, scrubbing. Nothing is fabricated.
• 💸 Cash-flow stats — return, dividends, coupons, turnover, deposits, withdrawals for the selected period.
• 🗓 Upcoming payouts — declared dividends and coupons a year ahead: total, monthly bar chart, list by date.
• 🧾 Trade history — operations by date, filter by account/type, tap → details (account, date, amount).
• 🔐 Face ID / passcode lock (optional).
• 📄 PDF export — a dark report of the portfolio and operations.
• 🌗 Themes light / dark / system · 🔄 refresh manual / hourly / daily.

📸 Screenshots

Demo GIF and screenshots — coming soon.

🏗 Architecture

Clean architecture, MVVM, dependencies pointing toward Domain. System frameworks only — no third-party SDKs.

InvestorPro/InvestorPro/
├── App/            entry point, AppSettings (theme/currency/refresh)
├── Domain/         models + protocols (no UIKit/networking)
│   ├── Models/     Account, Position, AssetClass, Portfolio, Operation, Snapshot…
│   ├── Providers/  BrokerProvider (OCP: new broker = new class)
│   └── Services/   PortfolioAggregator, PortfolioStore
├── Data/
│   ├── Network/    TInvestClient, BybitClient, CBRClient
│   ├── Security/   KeychainStore (secrets)
│   └── Persistence (SwiftData: snapshots, instrument cache, accounts)
└── Presentation/   Home, Analytics, Accounts, Charts, Trades, Dividends, Export, Settings, Components, Theme

Principles: SOLID · DRY · KISS · minimal dependencies · secrets only in the Keychain.

🧰 Tech

SwiftUI · Swift Charts · SwiftData · URLSession (async/await) · CryptoKit (HMAC) · Keychain · LocalAuthentication (Face ID) · PDFKit

🔌 Data sources

Source	What	Auth
T-Invest	accounts, portfolio, instruments, operations, dividends, coupons, logos	Bearer token (read-only)
Bybit v5	Unified account balance	API key + secret, HMAC-SHA256
Bank of Russia	USD/RUB rate	public XML

Portfolio value history is accumulated locally (a snapshot on every refresh) — the charts grow over time as the app is used. The exchanges don't expose a ready-made value time series, so nothing is invented: history starts from first launch.

🚀 Build & run

cd InvestorPro
xcodebuild -scheme InvestorPro -destination 'platform=iOS Simulator,name=iPhone 17' build

On a device (iPhone): open InvestorPro/InvestorPro.xcodeproj in Xcode → pick a Team (personal Apple ID) → Run. Free signing lasts ~7 days.

Connect your accounts: Settings → Accounts → + → token(s). Pull-to-refresh loads the portfolio.

🗺 Roadmap

Require a paid Apple Developer account (free signing doesn't support CloudKit / App Groups):

• iCloud snapshot sync (chart history across devices)
• Home-screen widget (total + sparkline)
• Real background refresh (BGAppRefreshTask)

Other:

• AI portfolio assistant (ProxyAPI: analysis, advice, multi-chat)
• Notes with Notion import/export
• Bybit detail (futures, funding)

⚠️ Disclaimer

A personal pet project, not published on the App Store. Not investment advice. API tokens are read-only, stored in the device Keychain, and never sent anywhere except the exchange APIs.

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