How does FIFO cost basis work?

When you sell shares, the system uses first-in-first-out (FIFO) to determine which tax lots are being sold, calculates the cost basis for those lots, and computes the realized gain or loss.

Can I track crypto assets?

Yes. Add crypto tickers to your portfolio and the system pulls prices from a crypto exchange API (CoinGecko or CoinMarketCap). All P&L calculations work identically across asset types.

How does tax-loss harvesting reporting work?

The tax report identifies positions with unrealized losses that could be sold before year-end to offset realized gains. It also shows wash-sale risk (repurchase within 30 days) so you can plan accordingly.

Finance & Banking

Build a Investment Portfolio Tracker with AI - in Hours

ProjectCode generates a complete, production-ready Investment Portfolio Tracker from a single natural language prompt. In hours instead of months, you get a React frontend, NestJS REST API, PostgreSQL database, and authentication - fully integrated, live-previewed, and deployed to a URL you own.

Estimated build time: 2–4 hours

Build my Investment Tracking now View pricing

Free to start · No credit card required

The Challenge

Why building a Investment Tracking from scratch is hard

Building a Investment Portfolio Tracker from scratch requires months of development time and significant engineering resources. Teams struggle to coordinate frontend, backend, database, and authentication while managing investment tracking-specific business logic, integrations, and role-based access rules.

What's Included

Everything your Investment Tracking needs

ProjectCode generates a production-ready Investment Tracking with all the modules your team needs from day one.

Multi-asset portfolio tracking (stocks, ETFs, bonds, crypto, real estate)

Real-time price feeds with position valuation

Transaction log with FIFO cost basis calculation

Unrealized and realized gain/loss reporting

Dividend and interest income tracking

Portfolio allocation by asset class, sector, and geography

Performance benchmarking vs SPY or custom index

Tax-lot harvesting reports for year-end planning

Architecture

How it's built

The generated Investment Tracking follows production-grade architecture patterns.

React 18 + TypeScript frontend with role-based dashboards tailored for investment tracking workflows

NestJS REST API with dedicated investment tracking modules, DTOs, validators, and service layer

PostgreSQL relational schema with normalized tables for all investment tracking entities

JWT + Google OAuth authentication with granular permission gates per role

Real-time Socket.IO events for live investment tracking status updates and notifications

Managed hosting with one-click deploy, custom domain, and auto-SSL

Database

PostgreSQL schema designed for Investment Tracking

ProjectCode generates a normalized, indexed PostgreSQL schema with the right tables and relationships for your use case. You own the schema and can evolve it freely.

portfolios (id, user_id, name, currency, benchmark, is_default)
holdings (id, portfolio_id, ticker, asset_type, shares, avg_cost, current_price, current_value, unrealized_pnl)
transactions (id, portfolio_id, ticker, type, shares, price, fee, date, notes)
income_events (id, portfolio_id, ticker, type, amount, ex_date, pay_date, reinvested)

schema.sql (preview)

-- Generated by ProjectCode
-- Investment Portfolio Tracker schema

CREATE TABLE portfolios__id (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
  -- ... auto-generated columns
);

CREATE TABLE holdings__id (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
  -- ... auto-generated columns
);

CREATE TABLE transactions__id (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
  -- ... auto-generated columns
);

CREATE TABLE income_events__id (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
  -- ... auto-generated columns
);

Tech Stack

Production-ready from day one

Every generated app uses a battle-tested stack you can deploy anywhere and own completely.

Frontend

React 18 + TypeScript + Tailwind CSS

Backend

NestJS 10 + Node.js + TypeScript

Database

PostgreSQL (managed or Supabase)

Auth

Email OTP · Google OAuth · GitHub OAuth

Deployment

Managed hosting · Custom domain · Auto-SSL

AI Models

Claude Sonnet · Claude Opus · Kimi

Try It Now

Example prompt to get started

Copy this prompt into ProjectCode and get a working app in minutes.

ProjectCode prompt

Build a personal investment portfolio tracker for a self-directed investor. Include manual trade entry for stocks, ETFs, bonds, and crypto, real-time price fetching from Yahoo Finance or Alpha Vantage, FIFO cost basis calculation, unrealized and realized P&L, dividend and interest income tracking, a portfolio allocation breakdown by asset class and sector, performance comparison vs SPY benchmark, and a year-end tax lot report for capital gains harvesting.

Build this now - it's free

Deployment

Deploy your Investment Tracking anywhere

Managed hosting

One-click deploy to a live URL managed by ProjectCode.

Custom domain

Connect your own domain with auto-provisioned SSL via Cloudflare.

GitHub export

Push to your GitHub repo and self-host or deploy via Vercel, Railway, or AWS.

Docker ready

Export a Dockerfile and docker-compose for any containerized environment.

Pricing

Start free, scale as you grow

No per-seat fees. No vendor lock-in. Token-based pricing that scales with your usage.

Free

Start building your first app. Live preview, managed hosting, and full code export included.

Token Packs

From $5

Purchase token packs that roll over every month. Build more, pay only for what you use.

Enterprise

Custom

Custom models, SLA, SSO, and private cloud deployment for large teams.

See full pricing details

FAQ

Common questions about building a Investment Tracking

The app polls a market data API (Alpha Vantage, Yahoo Finance, or Polygon.io) on a configurable schedule. For real-time data, WebSocket streaming from the API is used during market hours.

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Build your Investment Tracking in hours, not months

Start free. No credit card. Your first app is live in minutes.

Get started free