I will build a custom personal finance and portfolio tracking dashboard


Level 1
About this gig
Wealth tracker: Self-Hosted Wealth & Career Tracker
Wealth tracker is an AI-powered personal finance dashboard that tracks your net worth, optimizes asset allocation, and maps your FIRE journey keeping your data 100% private in your own cloud.
Core Features
- Automated Sync: Track mutual funds via automated CAS parsing and monitor stocks in real-time through direct Zerodha Kite integration.
- Context-Aware AI: Integrated Gemini AI provides actionable, personalized financial guidance using the secure context of your salary, career, and portfolio data.
- Smart Allocation: Define target mixes and get exact inflow recommendations to keep investments perfectly balanced.
- Wealth Forecasting: Data-driven FIRE calculators and future net worth modeling.
- Family Hub: Consolidate household finances under one unified dashboard.
100% Private & <$0.01/Month
Stop giving SaaS apps your financial data. Deployed directly to your personal cloud account, you own the infrastructure. Rigorously optimized, your monthly hosting bill will be less than $0.01. Need bespoke features or a custom UI? Custom development is available.
- Live Demo: portfolio-325456303463.asia-south1.run.app
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Get to know Sudheer
Level 1
- FromIndia
- Member sinceJul 2021
- Last delivery3 years
Languages
English

