Web app
Private Asset Tracker
A tracker for exactly the investments mainstream portfolio apps cannot handle: angel deals, VC and EIS funds, P2P and property loans, private credit.
8
categories, from private credit and sukuk to angel deals and property syndicates
3
currencies side by side: euro, pound and dollar
3
states per period: confirmed, upcoming and overdue
2
deploys: public site and gated app
Problem
Investing outside the public markets leaves you with nothing to track. Mainstream portfolio apps assume listed positions with a live price, so these investments end up in a spreadsheet: principal and periods kept by hand, recalculated after every payout, until nobody can tell which period is actually overdue.
Solution
A web app that keeps two kinds of position apart. Income assets get a schedule: enter principal, target yield, frequency and dates once, the app generates every period and you confirm what actually arrived. Growth assets have no schedule and no yield; their value moves only through events you log. No bank or platform connections, no prices, and a current value that never rises above what you put in.
Result
The spreadsheet is replaced by one view that shows per period what is confirmed, upcoming or overdue, and puts actual yield next to target yield, worked out from what really came in.
How we approached it
- 1
Working out the model
Two kinds of position pulled apart: income assets with a schedule and a target yield, and growth assets whose value moves only through logged events. That distinction shapes the rest of the app.
- 2
Making the rules explicit
The rules a spreadsheet quietly gets wrong, written down: a partial repayment cuts the outstanding principal and recalculates every future period, reinvesting compounds back into the principal, and a withdrawal moves capital rather than counting as profit.
- 3
Build
A web app backed by Supabase, where row-level security scopes every row to a single owner. Separate screens for income and growth assets, an activity log of every event, an overdue view and a per-platform breakdown.
- 4
Landing site and launch
A separate public site that explains the product through real product shots, with FAQ structured data, sitemap and canonicals, and analytics behind cookie consent. The app itself runs gated on its own subdomain.
What we did
The main building blocks of the project, from research to post-launch follow-up.
Income assets on a schedule
Enter principal, target yield, frequency and dates once; every period is generated and you confirm the amount that actually landed.
Growth assets on events
No schedule and nothing invented in between: deposits, withdrawals, profits and write-downs together determine the position.
Actual next to target yield
What you hoped to earn sits beside what the payouts actually returned, worked out from the confirmed amounts.
Overdue kept separate
Confirmed, upcoming and overdue are three clear states, with a dedicated view for everything past its date.
Three currencies side by side
Euro, pound and dollar in one portfolio, converted through a dedicated exchange-rate proxy.
Full activity log
Every event stays readable back, so any position can be justified against the underlying facts.
Scoped per user
Row-level security in the database ties every row to one owner; shared portfolios do not exist.
Public landing site
A separate site with product explanation, FAQ structured data and analytics behind a cookie banner.
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