The latest articles on DEV Community by Julien (@julienesn). https://dev.to/julienesn https://media2.dev.to/dynamic/image/width=90,height=90,fit=cover,gravity=auto,format=auto/https:%2F%2Fdev-to-uploads.s3.amazonaws.com%2Fuploads%2Fuser%2Fprofile_image%2F1037073%2F2ea0dd89-b531-4dc0-9726-0fb9b0ddd08e.jpeg https://dev.to/julienesn en Julien Tue, 09 Dec 2025 18:16:43 +0000 https://dev.to/julienesn/i-built-an-ai-powered-portfolio-tracker-2oen https://dev.to/julienesn/i-built-an-ai-powered-portfolio-tracker-2oen <p>Hello devs! </p> <p>I've been tracking my investments in Excel for years, but manual entry was killing me. So I decided to build my own "Bloomberg Terminal" for personal finance.</p> <h3> The Problem </h3> <p>Most portfolio apps require you to connect your bank account (privacy risk) or enter every trade manually (boring).</p> <h3> The Solution: AI Import </h3> <p>I built a <strong>Smart Import</strong> engine using Next.js Server Actions.<br> You can copy-paste <strong>ANYTHING</strong> into the input field:</p> <ul> <li>"Bought 10 AAPL yesterday"</li> <li>A messy CSV from your broker</li> <li>A JSON export</li> </ul> <p>The app uses an LLM (Llama 3 via Groq) to parse the text and fetch historical data + dividends via Yahoo Finance.</p> <h3> The Stack </h3> <p>I used this project to experiment with the latest tech:</p> <ul> <li> <strong>Framework:</strong> Next.js 16 (RC) &amp; React 19</li> <li> <strong>Styling:</strong> Tailwind CSS v4</li> <li> <strong>Charts:</strong> Visx &amp; Recharts</li> <li> <strong>Privacy:</strong> Data stored in LocalStorage or Self-hosted via Docker.</li> </ul> <h3> Demo </h3> <p>You can try the import feature here (no login required):<br> <a href="https://portfolio-finance-tau.vercel.app/" rel="noopener noreferrer">https://portfolio-finance-tau.vercel.app/</a></p> <p>Let me know if the AI manages to parse your messy Excel files! 👇</p> nextjs react opensource showdev