Global Wealth Tracker
A finance application, ready in 90 days, that brings cash, bank accounts, mortgages and crypto into one portfolio, in one currency, with detailed analytics of how it changes over time.
From brief to a finance application ready to use.
Cash, Open Banking accounts, mortgages and crypto, together.
The whole portfolio converted, whatever each holding is held in.
The money was all there. The true picture was not.
Wealth rarely sits in one place.
Cash, bank accounts, property debt and crypto live in different apps and statements, often in different currencies. Working out what you actually own means spreadsheets and guesswork.
Even with a rough total, it is hard to tell how the portfolio is really changing. Exchange rates move, balances move, and a single number says nothing about risk or performance.
People who needed a global view of their wealth.
The application was built for people holding assets across different types and currencies who wanted to see everything in one place and understand how it was changing.
Client name withheld.
A global wealth tracker, ready in 90 days.
- 01
Cash
Cash holdings recorded alongside everything else.
- 02
Bank accounts via Open Banking
Accounts connected through Open Banking rather than typed in by hand.
- 03
Mortgages
Property debt included, so the picture reflects what is owed as well as what is owned.
- 04
Crypto
Crypto holdings tracked next to traditional assets.
One currency for the whole portfolio. Whatever currency each holding is held in, the whole portfolio converts into the same currency, so totals and comparisons make sense.
Hedge-fund metrics. Detailed analytics of how the portfolio changes over time, using metrics used by hedge funds, so the user sees performance and risk, not only a balance.
Clear jobs on both sides.
The application’s job
- Bring cash, Open Banking accounts, mortgages and crypto into one portfolio
- Convert every holding into the chosen currency
- Track how the portfolio changes over time
- Apply hedge-fund metrics to analyse that change
The user’s job
- Connect accounts and add the holdings they own
- Choose the currency they want to see everything in
- Read the analytics and understand what is driving change
- Make the financial decisions themselves
Unify it, convert it, then measure it properly.
If your users have information scattered across providers, formats or currencies, this is the shape: bring every source into one model, put it on a common footing, then give people an institutional-grade view of how it is changing.
One clear number from messy data?
That is an MVP with a sharp core loop. Let’s talk about yours and whether an AI Engineering package is the right fit.
Or email carl@carldeantucker.com