03 · Case study · Product · Venus
Solen
Personal investment tracker whose first version shipped in four days, parsing Trade Republic, Bourse Direct and Coinbase statements; now pivoting toward investor education.
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Year
2025 · ongoing
Role
Solo builder
Context
Product
Stack
Lovable (React + Tailwind) · Supabase · Edge Functions · Yahoo Finance API · Recharts
4 days
first working MVP
3
broker parsers (PDF & CSV)
Daily
portfolio snapshots
The challenge
Retail investors hold assets across brokers that don't talk to each other. Getting one honest view of a portfolio (total invested, current value, allocation) means spreadsheets and manual exports. I wanted the consolidated view, and I wanted to test how fast AI-assisted building could ship it.
What I built
- A Supabase backend structured around accounts, holdings, securities and snapshots, with Edge Functions enriching assets through the Yahoo Finance API.
- Statement parsers for Trade Republic (PDF), Bourse Direct (CSV) and Coinbase (CSV): the unglamorous work that makes consolidation real.
- An automatic snapshot system tracking portfolio evolution day by day.
- A dark, Finary-inspired dashboard: P&L overview, historical performance curve, allocation by account, sector and region.
- An investor-profile questionnaire (risk tolerance, horizon, goals) generating first allocation recommendations.
Results
- A working prototype in four days: the proof point for compressing months into days with AI tooling.
- Now pivoting toward financial education and investor accompaniment, where the user conversations pointed.