Portfolio Manager¶

A personal, local-first 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 desktop app backed by SQLite. The current desktop application is the Tauri stack: a React renderer, Rust shell, and local FastAPI sidecar packaged into a macOS app. 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.

Current App And Legacy App¶

The repository still contains the legacy Tkinter app for compatibility and comparison, but the current desktop target is the Tauri app. Both apps read the same SQLite database and use the same core domain rules.

	Current desktop app	Legacy app
Stack	Tauri (Rust) + React + FastAPI sidecar	Python + Tkinter
Source	`backend/`, `frontend/`, `src-tauri/`	`src/portfolio_manager/`
Status	Current app; builds to `.app` and DMG	Maintained as legacy/developer path
Launch	`/Applications/Portfolio Manager.app` or a local Tauri build	`bash launch.sh`

The Tauri app builds to a macOS application bundle and DMG, supervises the FastAPI sidecar automatically, and reads the same database as the Tkinter app. The Tkinter app remains useful for legacy troubleshooting and domain comparison, but new desktop work should target the Tauri stack.

See the design report and implementation plan for the migration scope, and the completion report for verified status.

Quick Start (current desktop app)¶

For a local developer build:

cd /Users/mattbriggs/Git/personal-project-portfolio
python3 -m venv .venv
. .venv/bin/activate
python -m pip install -e "backend[dev,package]"
npm install
.venv/bin/python scripts/build_sidecar.py
npm run tauri build
scripts/install_macos_app.sh

For detailed build instructions, see the Development Guide and the developer local build runbook in design/2026.08-07-Build-Local-App-Dev.md.

Quick Start (legacy app)¶

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

Use the legacy app when you specifically need the old Tkinter launcher or are debugging behavior shared with earlier databases.

First Launch¶

On first launch with no existing data:

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

Databases created by the Tkinter app (schema v1–v4) open in the V2 app without manual conversion. A backup is written before any pending migration runs.

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"

Default local paths¶

Purpose	Path
Config	`~/.portfolio_manager/config.toml`
Database	`~/.portfolio_manager/portfolio.db`
Backups	`~/.portfolio_manager/portfolio.db.bak`
Logs	`~/.portfolio_manager/logs/`

Updating¶

For the current Tauri app, rebuild after pulling source changes:

git pull --rebase origin main
.venv/bin/python -m pip install -e "backend[dev,package]"
npm install
.venv/bin/python scripts/build_sidecar.py
npm run tauri build
scripts/install_macos_app.sh

For the legacy app, git pull plus .venv/bin/pip install -e .[dev] is enough because the Dock wrapper calls launch.sh from the checkout.