Portfolio Holdings
List of current holdings with details.
28th March 2025
Manager NameExtra info
Daily Status
Overview of daily performance and updates.
Manager Name"🔧 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:
B
Total Portfolio Value
Daily Return
Weekly Return
Portfolio Holdings
List of current holdings with details.Overview of daily performance and updates.
Manager NameOrders Table
All status 2024| Date | Status | Customer | Product | Revenue | |
|---|---|---|---|---|---|
| 01 Nov 2023, 10:20 AM | Paid | Nike Sport 2 | $140,20 | ||
| 01 Nov 2023, 10:53 AM | Paid | Valvet T-Shirt | $42,00 | ||
| 01 Nov 2023, 11:13 AM | Refunded | Leather Wallet | $25,50 | ||
| 01 Nov 2023, 12:20 AM | Paid | Bracelet Onu-Lino | $190,40 | ||
| 01 Nov 2023, 1:40 PM | Cancel | Phone Case Pink x2 | $200,90 |
Tax Reporting Progress
Progress on tax reporting tasks.
Completed75%
Last updated: 2023-10-01
Form 8949 Export
Status of the export for Form 8949.
Completed50%
Last updated: 2023-10-01
