Personal project · Full-stack holdings dashboard
Wealth Portfolio Tracker
An AI-assisted personal full-stack project exploring how a clear financial dashboard, exact calculations, and a constrained AI assistant can work together in one Next.js application.
Role
Personal full-stack project built with AI assistance across implementation and verification.
Scope
Responsive holdings dashboard and portfolio creation · Session authentication and portfolio-scoped permissions · Movement history and manual USD valuation · Streaming, read-only Gemini assistant
Team
Personal project developed with AI assistance.
Challenge
Turning complexity into legible state.
Challenge
Holdings need consistent quantities and values while different users have different permissions in each portfolio. An AI assistant must read only the selected portfolio without gaining authority to change financial records.
Approach
The Next.js application combines responsive dashboard and form states with Better Auth sessions, Prisma, and PostgreSQL. Server services enforce Owner, Editor, and Viewer access; append-only quantity movements and Decimal arithmetic underpin manual USD valuations. The Vercel AI SDK connects Gemini to two authorized read tools, with streaming, cancellation, and source figures.
Outcome
The implemented application brings holdings, allocation, movement history, and portfolio questions into one workflow. It tracks stocks, crypto, and cash using manual prices and synthetic demonstration data; it does not execute trades or calculate profit and loss.
Selected contributions
- 01Portfolio-specific roles allow the same user to have different permissions across portfolios.
- 02Movement-derived quantities and Decimal calculations keep valuation separate from price updates.
- 03Dashboard forms expose pending, empty, success, and error states, with write authorization enforced on the server.
- 04The Gemini assistant can read summaries and positions through secured services, with no write, SQL, or shell tools.
Stack
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