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InvestWhere - Singapore Portfolio Tracker

A comprehensive net worth and investment portfolio tracking application built specifically for Singaporeans.

📊 Overview

InvestWhere helps you track all your financial assets in one place - from bank accounts and investments to CPF contributions and cryptocurrencies. Built with Singapore-specific financial instruments in mind, it provides a clear picture of your overall net worth and portfolio allocation.

✨ Features

Portfolio Tracking

Comprehensive Asset Management:

  • Bank accounts (multiple banks and account types)
  • Robo-advisors (Syfe with all portfolio types including Core, REIT+, Income Plus, etc.)
  • Investments via brokerages (Tiger, Moomoo, Interactive Brokers, Saxo)
  • CPF contributions (OA, SA, MA)
  • Cryptocurrency holdings
  • Other assets

AI Analysis

Portfolio Analysis:

  • AI-generated investment strategy analysis
  • Projected returns calculation based on current holdings
  • Market insights and performance evaluation

Smart Recommendations:

  • Personalized portfolio recommendations based on:
    • Age and investment horizon
    • Risk tolerance profile
    • Income level and financial goals
    • Preferred investment platforms
  • AI-optimized asset allocation suggestions
  • Rebalancing recommendations

Analytics & Insights

Visual Portfolio Breakdown:

  • Pie charts showing asset allocation
  • Category-wise performance tracking
  • Net worth history and trends
  • Portfolio allocation percentages

🛠️ Local Installation

# Clone the repository
git clone https://github.com/UdhayaShan1/InvestWhere.git

# Navigate to the project directory, you should see App.tsx in your directory
cd InvestWhere

# Install dependencies
npm install

# Start the development server
npm run start

🚀 Technologies Used

Frontend

  • React Native - Cross-platform mobile development
  • TypeScript - Type-safe JavaScript development
  • Expo - Development platform and tools

State Management

  • Redux Toolkit - Predictable state management
  • Redux-Saga - Side effect management for async operations

Backend & AI

  • AWS Lambda - Serverless API endpoints
  • OpenAI - gpt-4o-search-preview for web-search grounded AI analysis and recommendations
  • Firebase Authentication - Secure user management
  • Firestore Database - Real-time NoSQL database

📬 Contact

Shanmugam Udhaya - udhaya.shan1@gmail.com, @frostbitepillars on Telegram

Project Link: https://github.com/UdhayaShan1/InvestWhere

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An app to manage one's net worth and investments.

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