portfoliomaster

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  screen shot walk through

Inspiration

Everyday investors today hold assets scattered across half a dozen platforms: stocks in brokerage apps, cryptocurrencies in private wallets, precious metals at home, and real estate records in folders. This fragmentation makes it nearly impossible to see your true net worth, asset allocation, and concentration risk. We built PortfolioMaster to give retail investors a single, institutional-grade cockpit to track multi-asset portfolios and run AI-powered risk diagnostics in seconds.

What it does

• Multi-Asset Portfolio Dashboard: Track stocks, cryptocurrencies, gold, real estate, fixed income, funds, and alternative investments in one unified ledger.
• AI Portfolio Risk Diagnostics: Evaluates cross-asset concentration, geographic exposure, and sector risk with concrete diversification recommendations.
• Dynamic Exposure Visualizers: Interactive asset allocation pie charts and live country/sector percentage exposure meters powered by fl_chart.
• Real-Time Valuation Engine: Single-tap price refreshing calculating current market values, profit/loss dollar amounts, and percentage returns.
• RevenueCat Monetization: Pro ($25/mo) and Premium ($35/mo) tiers for frequent analyses, plus on-demand Investor Credit Packs ($15 for 10 credits, $40 for 25 credits).

How we built it

• Frontend: Flutter / Dart supporting full light and dark mode Material 3 theming with high-density financial typography.
• In-App Billing: RevenueCat Flutter SDK (purchases_flutter) managing user attribution, subscriptions, and one-off consumable credit packs.
• Cloud Infrastructure: Scalable REST backend on Microsoft Azure App Services (inve-dkb4dxbjhzd6d7g6.eastus-01.azurewebsites.net).
• Financial Analytics: Backend portfolio risk algorithms coupled with Gemini 3 Flash to deliver narrative investment health diagnostics.

Challenges we ran into

Standardizing diverse asset classes (such as real estate with zero liquid daily pricing vs. volatile crypto trading 24/7) into a unified risk calculation model. We built an asset valuation normalizer that dynamically computes portfolio weighting and weighted profit/loss without skewing total returns.

Accomplishments that we're proud of

• Clean, sub-second portfolio recalculation across dozens of multi-currency assets.
• Intuitive visualization of complex data points (country exposure, sector distribution, risk rating) without clutter.
• End-to-end integration of RevenueCat subscriptions and credit packs with instant client-side entitlement updates.

What we learned

Retail investors do not need another trading platform—they need objective risk clarity. Providing visual exposure breakdowns helps users spot dangerous concentration risks that single-broker apps hide.

What's next for PortfolioMaster

• Automated brokerage and exchange API syncing via Plaid and crypto RPCs.
• Dividend yield forecasting and automated rebalancing alerts.

Built With

• flutter
• revenuecat