I will build a custom personal finance and portfolio tracking dashboard

S
sudheerpendyala
S
sudheerpendyala
Sudheer

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

Sudheer
5.0(194)

Level 1

  • FromIndia
  • Member sinceJul 2021
  • Last delivery3 years
  • Languages

    English
Optimized performance of lot of ETL pipelines Having overall 10+ years of experience in systems engineering building platforms for data engineering/data analytics with Golang and Spark/Scala. Experience on developing configurable ETLs in Scala using Spark Experience with designing data pipelines for complex usecase