Core Features for MVP
"🔧 Core Features (MUST-HAVE for MVP) A page to Sign up / login with email (OAuth optional) Secure session (JWT or Firebase Auth) Brokerage Integration (Plaid or Snaptrade) where they can Connect to brokerage accounts Sync portfolio data (holdings, transactions, cost basis) Unified Portfolio Dashboard where they View total value across all brokerages, Basic filtering (by brokerage, asset type), Performance chart (daily/weekly/monthly % return) Trade History Viewer List of past transactions (buys, sells) Categorize by asset, date, short vs long term Basic Tax Center View realized gains/losses Export Form 8949 CSV Schedule D summary "
Dependencies:
- 1. Run "npm install david-ai" in terminal
- 2. Copy the code and paste it in your project.
Blocks:
Feature
Hero
Core Features for Your MVP
Unlock the potential of your MVP with these must-have features designed for seamless user experience and robust functionality.
Secure Sign-Up and Login
Users can easily sign up or log in using their email, with the option for OAuth integration for enhanced security.
Email Authentication
Users can securely sign up and log in using their email address, ensuring a straightforward and safe authentication process.
OAuth Integration
For added convenience and security, users can opt for OAuth login, allowing them to access their accounts using existing credentials from trusted platforms.
Secure Session Management
Utilize JWT or Firebase Auth to maintain secure sessions, protecting user data and enhancing trust.
JWT Authentication
Implement JSON Web Tokens for secure and stateless user authentication, ensuring data integrity and confidentiality.
Firebase Auth
Leverage Firebase Authentication for easy and secure user sign-in, providing a seamless experience while safeguarding user information.
Brokerage Integration
Seamlessly connect to brokerage accounts and sync portfolio data, including holdings, transactions, and cost basis.
Easy Account Linking
Quickly link your brokerage accounts with just a few clicks, ensuring a hassle-free setup.
Real-Time Data Sync
Automatically sync your portfolio data in real-time, keeping your investment information up-to-date.
Unified Portfolio Dashboard
View total portfolio value across all brokerages with basic filtering options and performance charts for insightful analysis.
Comprehensive Overview
Get a complete view of your investments across multiple brokerages in one unified dashboard.
Advanced Filtering
Utilize powerful filtering options to analyze your portfolio based on various criteria.
Trade History Viewer
Access a comprehensive list of past transactions, categorized by asset, date, and short vs long term for easy tracking.
Transaction Overview
View a detailed overview of all your past transactions, including key metrics and insights.
Advanced Filtering
Easily filter your transaction history by date, asset type, and investment duration to find exactly what you need.
Basic Tax Center
Easily view realized gains and losses, and export Form 8949 CSV along with a Schedule D summary for tax purposes.
View Realized Gains/Losses
Quickly access and analyze your realized gains and losses to stay informed about your tax obligations.
Export Tax Forms
Easily export your Form 8949 CSV and Schedule D summary to simplify your tax filing process.