Digital Finance

Digital Finance is a next-generation platform designed to revolutionize the way individuals track, analyze, and grow their investments. Born from the frustration with existing financial trackers - either too basic or overwhelmingly complex. Digital Finance aims to deliver powerful, institutional-grade analytics in a beautifully simple, user-friendly interface.

Vision & Mission

The world of financial technology is often fragmented, leaving everyday investors underserved. Digital Finance bridges this gap by making advanced portfolio management accessible to everyone, regardless of experience or portfolio size.

Architecture Overview

Digital Finance is built on a robust, modern architecture to ensure speed, reliability, and scalability:

• Frontend: Next.js, TypeScript, Tailwind CSS for a responsive and intuitive user experience
• Backend: Golang and PostgreSQL for high-performance data processing
• Authentication: Clerk for secure, seamless user management
• Mobile: React Native for cross-platform access
• AI Integration: custom AI Agent for intelligent insights and recommendations

Core Features

1. Portfolio Functionality

• Add Assets: Easily add assets to your portfolio via:
  • Wallet address
  • Exchange (e.g., Binance, eTorro)
  • Broker account
  • Manual transaction
  • CSV import (choose from Binance, eTorro, or use a custom CSV template)
  • Manage available cash by manually adding holdings

2. Track Portfolio

• Total Worth: Display total worth with percentage change and total loss/profit in value, color-coded in red or green.
• Portfolio History Filter: Filter by Day, Week, Month, YTD, or Full History.
• Holdings Filter: Filter for Crypto, Stock, or both unified.
• Asset List: Sort by highest/lowest holdings, highest price, biggest gainers/losers.
• Asset Details Page:
  1. Owned amount
  2. Current value
  3. Total Loss/Profit
  4. Total Cost
  5. Average Unit Cost
  6. Chart with expanded filters (1H, 1D, 3D, 1W, 1M, 3M, 6M, 1Y, ALL)
  7. Transactions history
  8. Available cash amount
  9. Custom metrics

3. Follow Assets

• Notifications: Receive updates on favorite assets’ performance.
• Daily Updates: Portfolio performance updates with percentage change, current value, top movers.
• Custom Notifications: Ability to customize your notifications and receive custom price or KPI alerts.

4. Portfolio Insights

• Performance Analysis: In-depth insights into performance, diversity, and decision-making.
• Performance Chart: Enhanced filters for movement, compare crypto vs stocks.
• Benchmarks Chart: Compare portfolio vs BTC and QQQ.
• Decision Analysis: Evaluate good vs bad decisions.
• Diversity Analysis: Pie chart for crypto vs stock holdings, asset diversity breakdown.

5. AI-Powered Market Analysis

• AI Agent: Integrate real vision business cycle reports and KPI data for market condition analysis and suggested actions.

6. Social Sharing

• Portfolio Sharing: Share portfolio performance in real-time and exchange ideas with others.

Conclusion

Digital Finance is redefining personal investment management by combining institutional-grade analytics, real-time data and AI-powered insights in a platform designed for everyone. Every feature is crafted to solve real problems investors face, making sophisticated tools accessible and actionable.

Blog Updates

I will be sharing interesting brainstorming cases and insights that I encounter during the development of the Digital Finance app on my Blog. Stay tuned for updates and behind-the-scenes looks at the development process.