WealthSimple - Beautiful Investment Tracker

Project Overview

A clean and modern investment tracking app that brings all your accounts together in one place. Track stocks, ETFs, crypto, retirement accounts, and real estate – see your total portfolio performance, asset allocation, and growth over time with beautiful charts and zero clutter.

Core Features:

  • Manual or auto-sync (via broker APIs or CSV)
  • Real-time portfolio value and daily change
  • Asset allocation (stocks, bonds, crypto, cash, etc.)
  • Performance over time (with comparison to S&P 500)
  • Dividend & interest income calendar
  • Clean mobile and desktop experience
  • Privacy-first: no ads, no data selling

Technical Stack: SvelteKit frontend, Flask backend, real-time prices via Polygon/Yahoo Finance, lightweight and fast.

Simple, honest, and built for long-term investors.

Project Details

Client

Long-term Investors

Industry

Investment Tracking

Date

11/22/2025

Tech Stack

InvestingPortfolio TrackerStocksCryptoMinimal DesignSvelteKitFlask
Project Screenshot
Project Screenshot
Project Screenshot
Project Screenshot
Project Screenshot