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Investment Portfolio Tracker

Real-time investment tracking with AI-powered recommendations

Industry
Financial Technology
Timeline
5 months
Team Size
4 people
Investment Portfolio Tracker
Project Screenshot

The Challenge

Individual investors needed a simple way to track their diverse investments across stocks, crypto, real estate, and alternative assets, with personalized insights.

Our Solution

We built a cross-platform mobile app with real-time portfolio tracking, AI-powered rebalancing recommendations, tax-loss harvesting alerts, and social features. The app integrates with 12,000+ financial institutions via Plaid.

Results & Impact

250K+ active users in 6 months

$500M+ in tracked assets

4.7★ App Store rating

Technologies Used

React Native
Python
FastAPI
PostgreSQL
AWS Lambda
Plaid API
"

The AI recommendations have improved my portfolio returns by 12%. This app is now essential to my investment strategy.

James Park
Angel Investor at InvestSmart User

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