Wealth Watcher

Wealth Watcher is a portfolio manager that unifies your net worth in one place. Use AI to scan investment documents, track multi-currency assets, and visualize your wealth growth instantly.

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Inspiration

The inspiration for Wealth Watcher came directly from Josh at VisualFaktory and the common "fragmentation fatigue" felt by modern investors. In today’s economy, wealth isn't just in a single bank account; it’s scattered across brokerage apps, crypto wallets, real estate, and physical gold.

I realized that while there are many "stock trackers," there are very few "wealth trackers" that treat a rare watch or a private loan with the same importance as an S&P 500 ETF. I wanted to build a "single source of truth" that provides a holistic view of financial health without the manual headache of cross-referencing ten different spreadsheets.

What it does

Wealth Watcher is a sophisticated portfolio management solution designed for the modern investor. It allows users to:

  • Centralize Everything: Track stocks, funds, fixed income, and debts in one dashboard.
  • AI-Powered Imports: Users can simply upload a screenshot of a trade confirmation or a PDF statement, and the app parses the data to update the portfolio automatically.

How we built it

The application was built with Rork, Expo, RevenueCat, VS Code and Google Play Services.

Challenges we ran into

I tried multiple of the provided services before I managed to achieve the desired outcome. Rork achieved great results in terms of Vibe Coding, especially after the release of the Opus 4.6 model. Its integration with Expo is not that smooth. I had a hard time making the in-app purchases work, but eventually I succeeded due to my extensive experience as a Mobile Apps Product Manager. Executing the first build with Expo was a nightmare. They have a lot of documentation, but I found it hard to navigate and some bits and pieces were missing e.g. generating signing credentials for the app build. What I mean is that it seems that a person can vibe code the app on Rork and push it to Expo via github but what is not clear is that the person still needs to installan IDE and generate the signing credentials locally and then start the build on the cloud. I spent quite some time debugging why the IAPs are not working and it turns out that the environment variables are not passed from Rork to Expo, which again required some guesswork and manual implementation. FastShot.ai is definitely doing better when it comes to integration with Expo and keeping the entire process in the cloud. Unfortunatelly I already had some progress on Rork and not enough time to transition.

Accomplishments that we're proud of

  • Working Solution: Successfully creating and deploying the first version of the Wealth Watcher app.
  • The AI Parser: Successfully reducing the "time-to-log" from minutes of manual typing to seconds with a simple photo.
  • The UI/UX: Achieving a "Pro" feel using the dark-mode aesthetic that resonates with the VisualFaktory audience.
  • Ethical Data Handling: Implementing a 29-day "grace period" for account deletion, giving users a safety net while honoring their right to be forgotten.

What we learned

Vibe Coding is great, and there are awesome solutions on the market, but the experience from real software projects is still an important factor. Thank you for the free tools and credits!

What's next for Wealth Watcher

The roadmap for Wealth Watcher involves moving from "tracking" to "predicting." We plan to:

  1. More Asset Types: Implement more asset types to enable the investors to record all of their positions.
  2. Debt Management: Implement capabilities to record, track and manage liabilities.
  3. Advanced Analytics: Implement more sophisticated tools for manual and automated analysis of the Net Worth.
  4. API Integrations: Move beyond manual/AI imports to direct API integrations for real-time bank and brokerage syncing.
  5. Beneficiary Allow users to transfer the control over their portfolio to their loved ones in case of an unfortunate event.

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