App Wizzud
← Back to the projects

PORTFOLIO PLANNING

Investment app

A private portfolio console that answers three practical questions: Where am I now? Where does my plan say I should be? What would narrow the gap?

What it helps with.

A broker can show balances and transactions. The investment app adds the personal plan around them, without pretending to choose investments or act on the account.

01

Rebuild the portfolio

It reads the selected activity export, works out open positions and cash, and preserves the source and import history locally.

02

Show the gap

Current weights sit beside the active target, with clear underweight, overweight, cash, and non-strategic positions.

03

Plan new money

A contribution can be spread across underweight holdings while respecting purchase limits and leaving any unusable amount as cash.

04

Keep the story

Strategy changes become new versions instead of erasing the old plan, and portfolio history keeps the strategy used at the time.

A normal use.

The app supports the thinking around a decision. It deliberately leaves research, suitability, timing, and execution outside the software.

  1. 01Import

    Choose a recent brokerage activity export from the file picker.

  2. 02Refresh

    Update market prices so holdings have current values.

  3. 03Compare

    Review drift or model a contribution and full rebalance.

  4. 04Act manually

    Make any chosen transaction at the broker, then import again.

What has been used for real.

The private financial details stay private. The useful public claim is simpler: the complete import path has been exercised with a real export and inspected in the app.

Live import

A real export was selected through the normal file picker and became a new saved import.

Portfolio rebuilt

The resulting transactions and reconstructed portfolio were visible in the app after import.

Data preserved

Refreshing prices kept the new import intact, while cancelling the picker made no lasting change.

The practical boundary

The investment app is not investment advice, a broker, or an order-entry system. It calculates against the strategy the user chose. It never decides whether that strategy is suitable and never places a trade.

Next project: workplace timekeeping on a spare tablet.

See the timekeeping app