Hello devs!
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.
The Problem
Most portfolio apps require you to connect your bank account (privacy risk) or enter every trade manually (boring).
The Solution: AI Import
I built a Smart Import engine using Next.js Server Actions.
You can copy-paste ANYTHING into the input field:
- "Bought 10 AAPL yesterday"
- A messy CSV from your broker
- A JSON export
The app uses an LLM (Llama 3 via Groq) to parse the text and fetch historical data + dividends via Yahoo Finance.
The Stack
I used this project to experiment with the latest tech:
- Framework: Next.js 16 (RC) & React 19
- Styling: Tailwind CSS v4
- Charts: Visx & Recharts
- Privacy: Data stored in LocalStorage or Self-hosted via Docker.
Demo
You can try the import feature here (no login required):
https://portfolio-finance-tau.vercel.app/
Let me know if the AI manages to parse your messy Excel files! 👇
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