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  Macrofolio: The Future of Multi-Asset Tracking.

Macrofolio – One Portfolio to Track Them All

Inspiration

Modern DIY investors spread their money across stocks, ETFs, crypto, gold, real estate, fixed income, and NFTs, often across multiple platforms. This fragmentation makes it hard to understand overall portfolio health at a glance, track returns, or set timely reminders for non-listed assets.
Josh’s brief inspired us to create a single app that unifies all investments, provides real-time updates, and delivers actionable insights while keeping users in full control of their data.

What it does

Macrofolio is a self-custodial, on-chain portfolio tracking DApp. Users can:

• Track all asset classes in one dashboard: stocks, ETFs, crypto, gold, real estate, fixed income, and NFTs.
  
• Receive real-time price updates for listed assets.
  
• Set amortization and reminder alerts for non-listed assets like real estate or private investments.
  
• Unlock premium analytics, including risk and diversification metrics such as country and sector exposure.
  
• Maintain full privacy, with zero centralized storage of sensitive financial data.
  

Example LaTeX metric

We can compute portfolio exposure by sector as:
[ \text{Sector Exposure}_i = \frac{\text{Value of assets in sector } i}{\text{Total portfolio value}} \times 100\% ]

How we built it

• Frontend: React + Vite + Tailwind CSS for a responsive and modern dashboard.
  
• Backend: Supabase (PostgreSQL) for authentication, asset records, and transaction management.
  
• Web3 Layer: Ethers.js + MetaMask for blockchain interaction.
  
• Smart Contract: PortfolioAnchor.sol anchors portfolio proofs on Polygon Amoy and Base Sepolia.
  
• Monetization: RevenueCat SDK integrated for optional premium analytics features.
  

Users can start in demo mode without a wallet and upgrade seamlessly to full Web3 mode when ready.

Challenges we ran into

• Consolidating different asset types into a single intuitive dashboard.
  
• Designing Web3 onboarding for users unfamiliar with wallets.
  
• Integrating RevenueCat subscriptions while maintaining a self-custodial, privacy-first architecture.
  
• Ensuring real-time updates without overloading the app or exposing private data.

Accomplishments that we're proud of

• Unified tracking of all major asset classes, including non-traditional assets like NFTs and real estate.
  
• Implemented blockchain-anchored portfolio proofs for immutable verification.
  
• Built a demo-first onboarding flow, lowering the barrier for new users.
  
• Added premium risk/diversification analysis for sophisticated investors.
  

What we learned

• Users value demo-first access before connecting wallets or sharing data.
  
• Multi-asset tracking is feasible if data structures are flexible and real-time updates are carefully managed.
  
• Privacy-first design can coexist with subscription-based monetization.
  

What's next for MACROFOLIO

• Expand to AI-powered insights for risk, diversification, and allocation suggestions.
  
• Add multi-portfolio support for families or businesses.
  
• Integrate DAO governance features for community-driven feature development.
  
• Launch institutional-ready tools for professional investors.
  

Built With

• base
• contracts:
• frontend:-react-18-+-vite-language:-typescript-styling:-tailwind-css-authentication:-supabase-auth-database:-supabase-(postgresql)-web3:-ethers.js-v6
• metamask-blockchains:-polygon-amoy
• netlify
• portfolioanchor.sol)
• sepolia
• smart
• solidity