OnePortfolio

• 

  Start fast: load a demo portfolio so judges see the “magic moment” instantly.

• 

  Portfolio Pulse™: one grade that summarizes drift, diversification, freshness, and alignment.

• 

  “Fix top 3”: prioritized actions that turn insights into next steps.

• 

  "Generate Insights": leverage the power of AI to give you quick and powerful insights into your assets and portfolio.

• 

  Radar view: compare actual allocation vs target strategy in seconds.

• 

  Drift alerts highlight the biggest gaps and suggest simple rebalance directions.

• 

  Investor archetypes update targets (educational guidance, not financial advice).

• 

  Compare accounts side‑by‑side and toggle charts with checkboxes.

• 

  Monetize with RevenueCat: unlock Pro analytics via subscriptions or IAPs.

• 

  Import holdings via CSV — no external account connections required for the MVP.

Ins## ## Inspiration

Managing investments across multiple accounts is complicated and time‑consuming. We wanted a tool that brings everything into one place so creators and busy people can make smarter decisions. We drew inspiration from modern fintech dashboards and our own frustrations dealing with brokerage, 401(k), bank, crypto, real estate and private investment accounts scattered across platforms.

What it does

OnePortfolio unifies your entire portfolio across accounts and asset classes. It visualizes your asset allocation as bars and radars, compares each account’s exposure against your chosen target strategy and computes a Portfolio Pulse™ score that highlights drift, concentration risk, stale data and account alignment. It also provides AI‑generated insights and a simple CSV import for onboarding. RevenueCat handles subscriptions and unlocks Pro features like deep analysis, account comparison and AI insights.

How we built it

We built the app with React, Vite and TypeScript. Tailwind CSS provided rapid UI styling and Capacitor allows our web app to run on both iOS and Android. We used Chart.js to render bar and radar charts, Zustand to manage state and persist it in IndexedDB via Zustand Async Storage, and integrated the RevenueCat SDK to handle subscription purchases. Data is stored locally in IndexedDB for privacy and offline support. We defined a scoring algorithm for the Portfolio Pulse score and made the CSV import robust against messy data. Balancing the web and mobile builds using Capacitor required careful tuning.

Challenges we ran into

Designing a clear and actionable UX for both desktop and mobile was challenging. Weighting multiple risk factors into a single score felt like art and science. Getting Chart.js radars and bars to look good on small screens took iteration. Integrating RevenueCat on mobile while keeping the web fallback simple required careful setup. Handling date parsing and timezone issues in the CSV importer was tricky.

Accomplishments we’re proud of

We built a working multi‑account portfolio tracker with deep insights and a compelling monetization model. The Portfolio Pulse score plus Top 3 fixes card provides an instant “aha” moment for users. CSV import means new users can onboard quickly. We shipped account comparison, drift alerts and AI insights. We solved cross‑platform packaging and persisted state across sessions.

What’s next

We plan to add live account integrations, better personalization, automated rebalancing notifications and a real API for AI insights. We also want to support additional asset types, multi‑currency support and advanced analytics.piration

What it does

How we built it

Challenges we ran into

Accomplishments that we're proud of

What we learned

What's next for OnePortfolio

Built With

• chart.js
• csscapacitor
• react
• revenuecat
• tailwind
• typescript
• vite