Welcome to StockManiac

StockManiac is an alternative asset inventory system for private investors licensed under the terms of GNU General Public License.

It keeps track of Transactions, Charges, Bank Accounts, Dividend received, Documents, Thoughts, News, ... etc... pretty much any chunk of data you might find interesting while operating on the stock markets. It is a platform independent web-based application and capable of handling multiple user accounts.

Users may split their assets into any number of portfolios. Many people have more than one trading and/or bank account - StockManiac allows to organize Investments just like that.

All information is kept in a tight relation to "time". Meaning that you can dive back into the past and review things from there. Think of is as a sort of "investment time machine". This is most useful if you write down your thinking and observations frequently (there is a daily comments feature) and re-read it at a later time. This may give a very different perspective on your earlier thinking. Was the obversation wrong or right? Or did I just act wrong or right? Was there anything at all to react on?

Quote informations are gathered via internet from a wide range of sources. About 60 right now. Data retrieval is seamlessly handled by a daemon program which can run 24x7x365 in the background. It does also fetch RSS feeds in a similar fashion, so you do not miss news while being away from your computer.

For more details please read the What is it? page and take a look at the Feature List. SourceForge still has screenshots from v0.9.9 (old, but look doesn't count much, right?)

Download and Install

The current stable release is: 0.16.1, you may download it right away from SourceForge.

StockManiac packages follow this convention:

stockmaniac-<ApplicationName>.<ReleaseVersion>.<PackageType>

choose whatever package type fits for you. Currently it is released as tarball (all operating systems) and RPM (Fedora/RedHat EL). More platforms might be added in the future or on request.

The first thing you should do after download is read the Administrator Guide section of the manual. It mentions everything you need to know to install and configure that particular StockManiac release or to upgrade to it.

One critical point is the Finance::Quote module for perl. It is required by stockmaniacd to retrieve quote data. Always try to get the most recent release since websites tend to change frequently and as a consequence Finance::Quote submodules may break rather often. Check the Finance::Quote Project Page for the release version. There are installation instructions. I found it most convenient (and robust) to install straight from CPAN using the CPAN module - they have documentation on how to do it.

Once you have everything, just walk though the setup (and/or migration) process as described in the Administrator Guide files...

Access Source Code

there is the master repository (from which releases are made) and there may be additional repositories where particular features or sub-projects progress (none right now).

ATTENTION: Tracs source browser still points to the old subversion repository where no new commits go in anymore. I can not change this (see SourceForge Support Ticket so please use the url from above or clone directly from git

To clone the master repository do something like:

git clone git://stockmaniac.git.sourceforge.net/gitroot/stockmaniac/stockmaniac

The master branch might not be what you want as there's no proof that this code works at the given moment. Occasionally it may contain half-working things. To get code of a specific StockManiac release find its tag with git tag -l and switch your clone to it. For instance, do:

# [ the clone thing from above ] 
git tag -l |grep RELEASE
git checkout RELEASE_0_10_0 

This will show you the tree as it has been back in version 0.10.0 times. You may check out any other releases by simply adjusting the tag names. Note that the repository does not contain external packages. Consult external_packages/VERSIONS to see what is needed for the given release. Tags will always be made for every release. Braches are made on demand, as needed. Main development happens in master most of the time. There is usually no need to checkout a branch. Unless you are developing on it of course..