Financial tracking platform
Personal finance and portfolio monitoring with analytics and reports.
Managing personal finances across multiple wallets, currencies, and investments becomes difficult without a unified system that provides structure, transparency, and analysis.
A centralized financial tracking platform that combines transaction management, categorization, multi-currency wallets, investment tracking, and analytical reporting in a single interface.
Clear visibility into cash flow, expenses, income, and investment performance, enabling informed financial decisions and long-term financial planning.
Core features
Functionality designed to cover everyday financial tracking and long-term analysis.
Work with multiple wallets and accounts, including different currencies.
Seamless transfers between wallets with automatic currency conversion.
Categorize transactions using tags and split a single transaction into multiple parts.
Analyze income, expenses, cash flow, and financial trends through reports and charts.
Track investments, calculate profitability, and analyze performance over time.
Install the application as a Progressive Web App for convenient access on devices.
Financial management use cases
Examples of how the platform supports structured personal and portfolio-level financial tracking.
Project process
How the platform was designed and implemented as a real-world internal product.
Identifying real personal finance tracking needs based on daily usage and long-term goals.
Designing a flexible data model for transactions, wallets, currencies, and investments.
Building the web application and PWA with reporting, analytics, and visualization.
Continuous improvement based on real usage and evolving financial tracking needs.
Project results
Operational value achieved through real-world usage of the platform.
Clear visibility into income, expenses, and overall financial position.
Better understanding of monthly dynamics, averages, and financial trends.
Structured analysis of investments, profitability, and payback periods.
A production-ready system used in real conditions, not a conceptual prototype.
Product interface examples
Key screens of the web and PWA application used for daily financial tracking and analysis.
Project scope
Key functional areas covered by the platform.
FAQ
Common questions about the project and its usage.
Yes, the project is deployed on a public subdomain and can be demonstrated as a working example.
The application is built as a web platform and also available as a Progressive Web App.
The architecture and functionality can be adapted for individual or small-scale personal finance use cases.