tossinvest-web

Local web dashboard for tossinvestsdk.

tossinvest-web runs on your computer and presents account holdings, local strategy state, cycle progress, and trade history in one browser dashboard. It does not upload credentials, tokens, strategy state, or trade history anywhere.

Screenshots

Portfolio

Strategy overview

The screenshots use intentionally redacted data. The dashboard renders your own account and local strategy data when it runs.

Install

pip install tossinvest-web

For local development from the source repository:

pip install -e .
pip install -e packages/tossinvest-web

Before you run it

Create a working directory for local data and place the Toss Invest SDK credential file there. The SDK creates and refreshes token.json after the first authenticated request.

my-tossinvest/
  credentials
  token.json                 # created locally; never commit this file
  strategy_state/            # optional local strategy state
  trade_history/             # optional local trade history

The default credentials format is:

client_id: your_client_id
client_secret: your_client_secret
account_number: your_account_number

Keep credentials, token.json, strategy_state/, and trade_history/ out of public repositories and shared folders.

Run

Run the command from the local data directory:

tossinvest-web --host 127.0.0.1 --port 8000

Open http://127.0.0.1:8000 in a browser.

For development, reload the server when Python or static files change:

tossinvest-web --host 127.0.0.1 --port 8000 --reload

Access from another device on the same network

Bind the server to all local network interfaces:

tossinvest-web --host 0.0.0.0 --port 8000

Then open http://<your-computer-ip>:8000 from a device on the same Wi-Fi or private network. Allow the port through the local firewall only for networks you trust. Do not expose this server directly to the public internet.

Configure file locations

By default, the current working directory is the data directory. Use these environment variables when your SDK files live elsewhere:

TOSSINVEST_DATA_DIR=C:\\path\\to\\my-tossinvest
TOSSINVEST_CREDENTIAL_FILE=C:\\path\\to\\credentials
TOSSINVEST_TOKEN_FILE=C:\\path\\to\\token.json

TOSSINVEST_DATA_DIR is enough when all of credentials, token.json, strategy_state/, and trade_history/ are stored together.

Dashboard behavior

• Portfolio loads holdings from the Toss Invest API. Exchange-rate conversion is off by default and can be enabled from the dashboard.
• Auto refresh controls periodic portfolio refreshes. The selected refresh interval and dashboard filters are remembered in the browser.
• Strategy Overview reads local strategy state files and groups execution items under their strategy type.
• Value Rebalancing supports local manual trade and capital-injection records for strategies operated through another broker.
• Trade Log reads local trade history and filters by date range.

The web package is a local dashboard. Account access still comes through the installed tossinvestsdk package and your local Toss Open API credentials.