Your personal market intelligence dashboard for macOS.
Real-time quotes, interactive charts, smart alerts, trade journaling, portfolio risk analytics, and automated market briefings — all in a native SwiftUI app.
Market Companion is a native macOS desktop application built for traders and investors who want a unified workspace for tracking the market, managing positions, journaling trades, and generating daily briefings. It connects to multiple market data providers and stores everything locally — your data never leaves your machine.
No API key required to get started. The built-in mock data provider generates realistic demo data so you can explore every feature immediately.
A real-time overview of your portfolio: holdings count, watchlist size, VIX proxy, market breadth, sector performance, upcoming earnings, and the latest news — all on one screen.
Full candlestick charts with volume bars, multiple timeframes (1D to 1Y), 11 built-in technical indicators, volume profile, and symbol comparison mode. Click any symbol anywhere in the app to jump straight to its chart. All indicator parameters are configurable.
Technical Indicators
Overlays — drawn directly on the price chart:
| Indicator | Default Parameters | Description |
|---|---|---|
| SMA | 20-period | Simple Moving Average — smoothed trend line based on closing prices |
| EMA | 9-period | Exponential Moving Average — trend line weighted toward recent prices |
| Bollinger Bands | 20-period, 2.0 std dev | Upper, middle, and lower bands showing volatility envelope around price |
| VWAP | — | Volume Weighted Average Price — institutional benchmark for fair value |
| Ichimoku Cloud | 9 / 26 / 52 | Full Ichimoku Kinko Hyo system with Tenkan, Kijun, Senkou A & B, and Chikou spans |
Studies — rendered in a separate pane below the chart:
| Indicator | Default Parameters | Description |
|---|---|---|
| RSI | 14-period | Relative Strength Index — momentum oscillator ranging 0–100 for overbought/oversold detection |
| MACD | 12 / 26 / 9 | Moving Average Convergence Divergence — trend and momentum via MACD line, signal line, and histogram |
| ATR | 14-period | Average True Range — measures market volatility using high-low-close ranges |
| Stochastic | 14K / 3D | Stochastic Oscillator — compares closing price to the high-low range over a period |
| OBV | — | On-Balance Volume — cumulative volume flow confirming price trends |
| ADX | 14-period | Average Directional Index — trend strength with +DI and −DI directional components |
Volume tools:
| Tool | Description |
|---|---|
| Volume Bars | Toggle color-coded volume bars beneath the chart |
| Volume Profile | Horizontal histogram showing traded volume at each price level |
Visual, color-coded grid of all your holdings and watchlist symbols. Sort by daily change %, volume, volatility, or sector. Each tile includes a mini sparkline for quick trend recognition.
Manage your holdings with cost basis tracking and your watchlist with custom reason tags (earnings play, momentum, unusual activity, sector rotation, etc.). Sparklines and live P&L for every position.
Go beyond simple price alerts. Create custom rules from 14 different alert types spanning volume analysis, technical indicators, and candlestick pattern recognition. Triggered alerts appear in-app and as native macOS notifications. A built-in cooldown prevents duplicate alerts within the same hour.
All 14 Alert Types
| Category | Alert Type | What It Detects |
|---|---|---|
| Volume | Volume Spike | Trading volume exceeding a configurable multiple of the average daily volume |
| Trend | Trend Break | Price crossing a 20-day moving average or breaking prior-day high/low levels |
| Volatility | Unusual Volatility | Intraday range (high minus low) exceeding a multiple of the typical daily range |
| Momentum | RSI Overbought | RSI(14) rising above a threshold (default: 70) |
| Momentum | RSI Oversold | RSI(14) falling below a threshold (default: 30) |
| Momentum | MACD Crossover | MACD histogram crossing the zero line (bullish or bearish) |
| Volatility | Bollinger Squeeze | Bollinger Band bandwidth contracting to a fraction of its average — often precedes a breakout |
| Trend | Price Above MA | Price crossing above a configurable-period simple moving average |
| Trend | Price Below MA | Price crossing below a configurable-period simple moving average |
| Pattern | Bullish Engulfing | A bullish engulfing candlestick pattern — potential reversal signal at support |
| Pattern | Bearish Engulfing | A bearish engulfing candlestick pattern — potential reversal signal at resistance |
| Pattern | Hammer | A hammer candlestick pattern — potential bottoming signal after a decline |
| Pattern | Doji | A doji candlestick pattern — signals market indecision and possible reversal |
| Advanced | Composite | Combine multiple conditions (RSI, volume, price, MACD) with AND logic into a single rule |
Filter your universe with real-time screener filters, or run multi-criteria technical scans to surface setups across all your symbols. Results are ranked by the number of matched criteria.
Screener Filters
| Filter | Description |
|---|---|
| Min / Max Change % | Daily price change percentage range |
| Min Volume | Minimum absolute trading volume |
| Min Volume Ratio | Volume relative to average (e.g., 2.0 = twice the typical daily volume) |
| Min / Max Price | Absolute price range |
| Holdings Only | Restrict results to current portfolio positions |
| Watchlist Only | Restrict results to tracked watchlist symbols |
Sort options: Change %, Volume, Price, Volatility (intraday range)
Technical Scan Patterns (12 criteria)
Build custom scans by combining any of these criteria, or use one of the built-in presets:
| Category | Pattern | What It Detects |
|---|---|---|
| Momentum | RSI Oversold (<30) | RSI has dropped below 30 — potential reversal from oversold conditions |
| Momentum | RSI Overbought (>70) | RSI has risen above 70 — potential reversal from overbought conditions |
| Momentum | MACD Bullish Cross | MACD histogram crossing from negative to positive — bullish momentum shift |
| Momentum | MACD Bearish Cross | MACD histogram crossing from positive to negative — bearish momentum shift |
| Volatility | Bollinger Squeeze | Bandwidth contracting to less than half its 20-period average — breakout may be imminent |
| Trend | Price > SMA(50) | Price trading above the 50-day simple moving average — intermediate uptrend |
| Trend | Price < SMA(50) | Price trading below the 50-day simple moving average — intermediate downtrend |
| Trend | Golden Cross (50/200) | 50-day SMA crossing above the 200-day SMA — long-term bullish signal |
| Trend | Death Cross (50/200) | 50-day SMA crossing below the 200-day SMA — long-term bearish signal |
| Volume | Volume Surge (>2x Avg) | Current volume exceeding twice the average daily volume |
| Momentum | Stochastic Oversold | Stochastic %K dropping below 20 — short-term oversold |
| Trend | ADX Trending (>25) | ADX above 25 indicating a strong directional trend is in play |
Preset scans:
| Preset | Combines |
|---|---|
| Oversold Bounce | RSI Oversold + Stochastic Oversold |
| Breakout | Price > SMA(50) + Volume Surge + ADX Trending |
| Momentum | MACD Bullish Cross + Price > SMA(50) |
| Bearish Setup | RSI Overbought + MACD Bearish Cross |
Aggregated news feed and earnings calendar for your tracked symbols. Filter by ticker or time range, with sentiment tagging and direct links to source articles.
Log trades with automatic market context capture — VIX level, market breadth, volatility regime, and time of day are recorded alongside every entry. Built-in analytics surface patterns from your trading history.
Morning and closing bell briefings generated automatically. Includes market regime analysis, sector rotation signals, key technical levels, and position summaries. Export to PDF, copy to clipboard, or listen via text-to-speech.
Step through historical candles bar-by-bar to practice trading decisions on real past data. Place simulated trades, track your P&L, and compare your results against buy-and-hold.
Correlation matrix, sector concentration (Herfindahl index), annualized volatility, and what-if analysis for hypothetical position changes.
Connect to Alpaca, Finnhub, Alpha Vantage, EODHD, MarketStack, or use the built-in mock provider. Primary/fallback provider configuration with automatic failover.
Configure report schedules, default report mode (concise vs. detailed), audio briefing speech rate, and background scheduling via macOS LaunchAgent.
| Requirement | Version |
|---|---|
| macOS | 14.0+ (Sonoma) |
| Xcode | 15+ |
| XcodeGen | Latest (brew install xcodegen) |
# Clone the repository
git clone https://github.com/bytePatrol/Market_Companion.git
cd Market_Companion
# Generate the Xcode project
xcodegen generate
# Open in Xcode and build (Cmd+R)
open MarketCompanion.xcodeprojThe app launches with the Mock Data Provider enabled by default — you'll see realistic demo data immediately with no configuration needed.
- Open Settings > Providers
- Select your provider (Alpaca, Finnhub, Alpha Vantage, EODHD, or MarketStack)
- Enter your API key — it's stored securely in the macOS Keychain
- Switch the data mode from Demo to Live
Market_Companion/
├── MarketCompanion/
│ ├── App/ # App entry point & state management
│ ├── Design/ # Theme, colors, typography, spacing
│ │ └── Components/ # Reusable UI: CardView, TagPill, Sparkline, etc.
│ ├── Models/ # Data models (Holding, Quote, Trade, NewsItem, etc.)
│ ├── Persistence/ # GRDB database manager & repositories
│ ├── DataProviders/ # MarketDataProvider protocol + implementations
│ ├── Services/ # Keychain, scheduling, audio, HTTP client
│ ├── Resources/ # Asset catalog (icons, colors)
│ └── Views/ # Feature views organized by module
│ ├── Dashboard/ # Market overview
│ ├── Chart/ # Candlestick charts & trade planning
│ ├── Heatmap/ # Color-coded symbol grid
│ ├── Watchlist/ # Holdings & tracked symbols
│ ├── Alerts/ # Smart alert rules & events
│ ├── Screener/ # Symbol filtering & scanning
│ ├── Research/ # News feed & earnings calendar
│ ├── Journal/ # Trade logging & analytics
│ ├── Reports/ # Automated briefings & PDF export
│ ├── Replay/ # Historical market replay
│ ├── Portfolio/ # Risk analytics & correlation
│ ├── Companion/ # Compact floating window
│ ├── Settings/ # App configuration
│ ├── Help/ # In-app help documentation
│ └── Onboarding/ # First-run setup
├── MarketCompanionTests/ # Unit tests
├── LaunchAgent/ # Scheduled report scripts
├── screenshots/ # App screenshots
├── project.yml # XcodeGen specification
└── README.md
Market Companion uses a pluggable provider protocol, making it straightforward to add support for any market data API:
protocol MarketDataProvider {
var name: String { get }
var isLive: Bool { get }
func fetchQuotes(symbols:) async throws -> [Quote]
func fetchDailyBars(symbol:from:to:) async throws -> [DailyBar]
func fetchMarketOverview() async throws -> MarketOverview
func fetchIntradayPrices(symbol:) async throws -> [IntradayPoint]
}Included providers:
| Provider | Capabilities |
|---|---|
| Mock | Full demo data — no API key required |
| Alpaca | Quotes, daily bars, intraday, news |
| Finnhub | Quotes, daily bars, news, calendar |
| Alpha Vantage | Quotes, daily bars, intraday |
| EODHD | Quotes, daily bars, intraday |
| MarketStack | Quotes, daily bars, intraday |
Automate morning and closing bell report generation, even when the app isn't in the foreground:
# Install the LaunchAgent
./LaunchAgent/install.sh
# Uninstall
./LaunchAgent/uninstall.sh
# Verify it's running
launchctl list | grep marketcompanionDefault schedule:
- 6:30 AM PT — Morning briefing
- 1:00 PM PT — Close summary
| Item | Location |
|---|---|
| Database | ~/Library/Application Support/MarketCompanion/market_companion.sqlite |
| API Keys | macOS Keychain (com.marketcompanion.keys) |
| LaunchAgent | ~/Library/LaunchAgents/com.marketcompanion.scheduler.plist |
| Logs | ~/Library/Logs/MarketCompanion/ |
xcodebuild test \
-project MarketCompanion.xcodeproj \
-scheme MarketCompanion \
-destination 'platform=macOS'- Swift 5.9+ / SwiftUI — Native macOS UI
- GRDB — Local SQLite persistence via GRDB.swift
- Swift Charts — Apple's native charting framework
- UserNotifications — Native macOS alert notifications
- AVSpeechSynthesizer — Text-to-speech for audio briefings
- Core Graphics — PDF report export
- Security.framework — Keychain credential storage
Market Companion is designed with privacy as a first principle:
- All data is stored locally on your Mac
- No cloud sync, no telemetry, no analytics
- API keys are stored in the macOS Keychain — never in plain text
- "Delete All Data" option available in Settings for a clean reset
This project is licensed under the MIT License. See LICENSE for details.