Install Portfolio Manager on macOS¶

Install the current Tauri desktop app as a macOS application bundle.

Prerequisite: Build the app locally or download a release DMG. Developer local build instructions live in design/2026.08-07-Build-Local-App-Dev.md.

Current Tauri app¶

macOS 12 (Monterey) or later
A built Portfolio Manager.app bundle or DMG
If you have a DMG, open it and drag Portfolio Manager.app to /Applications.
If you built locally, run the helper from the repository root:
```
scripts/install_macos_app.sh
```
The helper signs the bundle, verifies it, and installs it into /Applications.
Open Portfolio Manager from /Applications.

Portfolio Manager opens, creates the database and configuration file at ~/.portfolio_manager/, and displays the Dashboard.

Legacy Tkinter Dock shortcut¶

Use this only if you intentionally want the older Python/Tkinter app.

Python 3.11 or later from python.org. The python.org installer includes Tkinter.

CAUTION:

Python installed via Homebrew may not include Tkinter. Use the python.org installer to avoid launch failures.
Git
An internet connection for the initial clone

Open Terminal and clone the Portfolio Manager repository:

git clone <repository-url> portfolio-manager
cd portfolio-manager

Run the macOS shortcut creation script:
```
bash create_shortcut.sh
```
The script creates a Portfolio Manager.app bundle in ~/Applications/ and sets up a Python virtual environment in .venv/ inside the repository.
Open Finder and navigate to ~/Applications/.
Drag Portfolio Manager.app to the right side of the Dock.
Click the Dock icon to launch Portfolio Manager for the first time.

Portfolio Manager opens, creates the database and configuration file at ~/.portfolio_manager/, and displays the Dashboard.

To update the legacy application, run git pull origin main in the repository directory. The next time you launch from the Dock, the updated code runs automatically. No reinstallation is required.