All work
Data & reconciliation
Multi-platform portfolio aggregator
A single, up-to-date view of the portfolio by opening a page instead of spending an afternoon.
- The problem
- When investing across many platforms, nobody knows what they truly hold. Each site shows its own slice in its format and fees, and the only way to get the total is to copy everything into a spreadsheet by hand.
- What I built
- A dashboard that connects to accounts via exchange APIs, fetches balances and transaction history, normalises to a single unit of account, then computes what no exchange computes: real allocation, average cost basis and per-line P&L including fees.
- The result
- A single, up-to-date view of the portfolio by opening a page instead of spending an afternoon.
Step up a gear.
Free 30-minute diagnostic · Written action plan afterwards