Consolidating highly fragmented international equities across multiple geographic exchanges (US, GCC, Europe, Asia) alongside physical commodities like gold and silver into a single, unified dashboard solves a massive layout issue for diversified investors. Most tracking tools force you to jump between completely isolated interfaces—one for traditional stock brokerages, another for alternative regional assets, and a manual spreadsheet for physical holdings. The real technical win here is the execution of true, lot-level cost-basis tracking. By tracking profit and loss against specific historical purchase lots rather than relying on a generalized rolling average, it provides an honest, tax-accurate picture of your capital gains. Additionally, rejecting direct broker logins is a major win for data sovereignty and security, completely eliminating the infrastructure liabilities and credential leak risks associated with third-party banking API scrapers.
How do you handle the real-time pricing for less liquid GCC stocks or gold from local dealers that don't have a public feed? Curious if I'm stuck entering prices manually.
@ag_rbas9241 there no real-time pricing anywhere, by design. Everything marks to the official end-of-day close, synced daily. For long-term tracking, intraday is noise, and skipping it keeps the product cheap enough to sell as a lifetime license.
GCC stocks: publish an official close for every ticker, even barely traded ones, so nothing listed needs manual entry.
Dealer gold: your buy is logged at what you actually paid (premium included), and current value marks to global spot.
mine's vested startup equity, options with a 409A that's basically a made-up number until there's an actual exit or a secondary sale. every net worth tool either ignores it completely or lets you enter it as a static value that's stale the day you type it in, since there's no live price to pull. curious if that's even something you'd want to touch, since "cost basis and honest P&L" gets a lot harder when the asset in question doesn't have an honest current price to begin with. the no-broker-login, log-it-yourself approach at least seems like the right foundation for it though, unlike anything that expects to sync from a live market feed