Portfolio Dashboard
One view of personal finances.
The problem
Broker and bank statements use different formats and categories. Understanding holdings, performance and costs requires a consistent data foundation rather than more disconnected spreadsheets.
The work
The software imports supported statements and normalises trades, dividends, interest, expenses and movements into a deduplicated SQLite ledger. Its interface connects imported records to analysis.
The result
A local-first dashboard for holdings, performance, dividends, expenses, taxes and fees, benchmark comparisons and exports. Statements and the ledger remain on the user’s computer. Current reporting currency: EUR.
Role and tools
Application design and development
Python, Flask, SQLite, CSV / XLSX / PDF