Skip to content

Portfolio Manager

A personal desktop application for managing, scheduling, and executing work across a portfolio of creative and technical projects using time-boxed sessions.

Overview

Portfolio Manager is a single-user Tkinter desktop app backed by SQLite. It gives you one place to:

  • Track active projects with traffic-light status indicators and priority 1–5 ordering
  • Schedule and log time-boxed work sessions (15–480 min, default 90 min) against a configurable weekly hour budget
  • Track milestones with a full five-state lifecycle and per-project plan documents with live Mermaid diagram preview
  • Run weekly planning and review cycles, with a browsable history of past reviews
  • See a dashboard score for every project, the overall portfolio, and a "This Week" focus panel showing upcoming milestones

The design philosophy is low-friction and forgiving: no required save actions, no failure messages for missed sessions, and a dashboard you can understand after four weeks away.

Quick Start

Option 1 — macOS Dock shortcut

git clone <repo-url> portfolio-manager
cd portfolio-manager
bash create_shortcut.sh

Drag ~/Applications/Portfolio Manager.app to the Dock.

Option 2 — Shell script

bash launch.sh

launch.sh creates a .venv on first run and launches the app every time.

Option 3 — Development

python3 -m venv .venv && source .venv/bin/activate
pip install -e .[dev]
python -m portfolio_manager

First Launch

On first launch with no existing data:

  1. ~/.portfolio_manager/config.toml is written with defaults.
  2. The SQLite database is created at ~/.portfolio_manager/portfolio.db.
  3. The full schema (v1 migration) is applied.
  4. The app opens on the empty Dashboard.

Configuration

Edit ~/.portfolio_manager/config.toml to change defaults:

[app]
log_level = "INFO"   # DEBUG | INFO | WARNING | ERROR
theme = "light"      # light | dark (coming in future release)

[session]
default_duration_minutes = 90
weekly_budget_hours = 12

[database]
path = "~/.portfolio_manager/portfolio.db"

Updating

git pull origin main
.venv/bin/pip install -e .[dev] --quiet

No rebuild required — the macOS .app always calls launch.sh from the repo.