A comprehensive net worth and investment portfolio tracking application built specifically for Singaporeans.
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.
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
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
Visual Portfolio Breakdown:
- Pie charts showing asset allocation
- Category-wise performance tracking
- Net worth history and trends
- Portfolio allocation percentages
# 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
- React Native - Cross-platform mobile development
- TypeScript - Type-safe JavaScript development
- Expo - Development platform and tools
- Redux Toolkit - Predictable state management
- Redux-Saga - Side effect management for async operations
- AWS Lambda - Serverless API endpoints
- OpenAI -
gpt-4o-search-previewfor web-search grounded AI analysis and recommendations - Firebase Authentication - Secure user management
- Firestore Database - Real-time NoSQL database
Shanmugam Udhaya - udhaya.shan1@gmail.com, @frostbitepillars on Telegram
Project Link: https://github.com/UdhayaShan1/InvestWhere