GrowingWealth — Personal Wealth Dashboard
Personal wealth dashboard tracking stock positions, crypto holdings, and cash across brokers — with live price feeds, a Claude-powered chat advisor, and WhatsApp alerts.
I wanted a single view of my financial position — stocks in IBKR, crypto in CoinStats, cash sitting in various accounts — without paying for a subscription product or trusting my data to a third-party aggregator. So I built it.
The dashboard pulls live prices from Yahoo Finance (equities) and CoinGecko (crypto), auto-refreshing without a page reload. Positions are stored in Supabase against my user profile. For importing, I built a screenshot-parse flow: take a screenshot of my IBKR or CoinStats portfolio, upload it, and Claude reads the image and writes the positions directly to the database. No manual entry.
The Claude chat advisor has full context — my holdings, cost basis, allocation percentages, a brief financial profile I wrote once — and can run web searches for current market data. I can ask things like "how exposed am I to USD weakness?" and get an answer grounded in my actual portfolio. A Twilio cron job sends me a WhatsApp summary at 7am and 7pm UTC with the day's moves. Auth is magic-link via Resend, so no passwords to manage.
The whole thing is deployed on Vercel and mobile-optimised — cards for each position group, clean enough to check on my phone in two seconds.
Why this matters
Most wealth trackers are either too simple (manual spreadsheets) or too invasive (open banking, third-party data brokers). This one sits in the middle: I own the data, I control the stack, and the Claude layer makes it genuinely useful rather than just a prettier spreadsheet. The screenshot-import flow is the part I'm most proud of — uploading a brokerage screenshot and watching it populate the database is the kind of thing that felt impossible a year ago.