Panoramica

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  Portfolio value, daily movers, and allocation at a glance

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  AI-powered risk analysis and rebalancing recommendations

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  All your assets across every class in one list

Inspiration

Managing a diversified portfolio across multiple asset classes — stocks, crypto, real estate, precious metals, fixed income — is a nightmare. Every platform only shows you one slice. We wanted a single, beautiful app that gives you the panoramic view of your entire financial picture, regardless of where your assets live.

The name says it all: Panoramica — your entire portfolio, one clear picture.

## What it does

An iOS app (Android & web to follow) that lets you track, analyze, and understand your complete portfolio in one place:

• Multi-asset tracking across 8 asset classes with live pricing for equities, crypto, metals, and FX
• AI-powered insights that generate portfolio analysis, scenario modeling, and rebalancing recommendations
• Risk analysis engine that computes concentration risk, correlation exposure, and generates a natural language "Risk Story"
• Target allocation & drift tracking so you know exactly when you're off-balance
• Performance attribution to understand what's actually driving your returns
• PDF/CSV export for sharing with advisors or tax prep

## How we built it

We built Panoramica with React Native for cross-platform reach using file-based navigation. The app is offline-first — a local relational database syncs to the cloud, so it works without a connection and reconciles when you're back online.

For pricing, we built a unified engine that routes to different data sources depending on asset class — live market APIs for equities and crypto, spot prices for metals, central bank rates for FX. Staleness thresholds are configured per asset class so you always know how fresh your data is.

The UI features a custom dual-theme system — dark mode with teal accents, light mode with indigo — with hardware-accelerated chart rendering.

## Challenges we ran into

• Offline-first sync is hard. Reconciling local writes with cloud state — especially handling conflicts, queue management, and cold starts — took significant iteration.
• Build pipeline surprises. Environment variable handling across local dev and cloud build services had us chasing ghosts for longer than we'd like to admit.
• Cross-platform styling inconsistencies. Several styling approaches that worked perfectly on web failed silently on native iOS, requiring us to rethink our theming strategy.

## Accomplishments that we're proud of

• The app loads instantly and works fully offline — you can check your portfolio on a plane and it syncs seamlessly when you're back online
• The AI analysis features feel genuinely useful — actionable rebalancing suggestions and scenario analysis grounded in your actual holdings
• A unified pricing engine that transparently handles equities, crypto, metals, and FX through a single interface, with per-asset-class staleness monitoring
• A polished dual-theme system that feels native on both iOS and Android

## What we learned

Building a truly offline-first app with cloud sync is an order of magnitude harder than just calling APIs — but the UX payoff is massive. We also learned that the best portfolio tracker is the one that doesn't force you to choose which assets matter.

## What's next for Panoramica

• Collaborative portfolios — share a portfolio view with a partner or financial advisor with granular permissions
• Automated price ingestion for manual assets — using property valuation APIs and alternative data sources to keep real estate and other illiquid assets up to date
• Goal tracking — set financial targets (retirement, house deposit, education fund) and track progress against them with projected timelines
• Widget support — iOS and Android home screen widgets for at-a-glance portfolio value and daily movers
• Push notifications — alerts for significant price movements, allocation drift thresholds, and stale price warning

Built With

• claude
• react-native
• revenuecat
• supabase
• tailwind