PORTFOLIOMASTER

PortfolioMaster is a comprehensive investment portfolio management app that helps investors track all their assets across multiple platforms in one place.

Comment

Inspiration

Investors struggle to track their portfolios across multiple platforms—stocks in one app, gold in another, real estate in spreadsheets. We wanted to create a single source of truth where you can see everything at a glance and get AI-powered insights on diversification and risk.

What it does

PortfolioMaster consolidates all your investments (stocks, crypto, gold, real estate, fixed income) into one beautiful dashboard. It uses Google's Gemini 3 Flash AI to:

  • Fetch real-time prices automatically
  • Analyze portfolio risk and diversification
  • Identify country/sector concentration
  • Recommend improvements to your allocation
  • Set maturity alerts for fixed income products

How we built it

  • Frontend: Flutter with Material Design 3 and fl_chart for beautiful visualizations
  • Backend: Flask + SQLite for lightweight data storage
  • AI Engine: Gemini 3 Flash with Google Search grounding for real-time data and high-level thinking for deep analysis
  • Payments: RevenueCat for seamless in-app purchases and subscriptions
  • Architecture: Clean separation between UI, API layer, and AI services

Challenges we ran into

  • Real-time Price Fetching: Different assets have different data sources. Solved by using Gemini with Google Search grounding to intelligently fetch current prices.
  • Portfolio Analysis Complexity: Calculating exposure across countries/sectors required structured outputs. Used Gemini's JSON mode with code execution for precise calculations.
  • Thought Signature Management: Gemini 3 requires returning thought signatures between turns for conversational context—carefully implemented signature circulation.
  • Multi-Currency Support: Started with USD, planned architecture for future multi-currency expansion.

Accomplishments that we're proud of

✨ Built a production-ready investment tracker in record time 🤖 Successfully integrated Gemini 3 Flash with thinking levels and Google Search grounding 📊 Created an intuitive UI that makes complex financial data easy to understand 💳 Implemented a sustainable business model with tiered pricing (₦40k/$25, ₦56k/$35, one-time packs: ₦24k/$15, ₦64k/$40) 🌍 Addressed a real problem that affects millions of retail investors globally

What we learned

  • Gemini 3's thinking levels dramatically improve analysis quality—high-level thinking is worth the latency for complex tasks
  • Google Search grounding is a game-changer for real-time data without maintaining external API integrations
  • Code execution enables the AI to perform sophisticated calculations (portfolio math, exposure percentages) with perfect accuracy
  • SQLite is powerful enough for MVP—don't over-engineer with complex databases early on
  • RevenueCat makes monetization painless across platforms

What's next for PORTFOLIOMASTER

🚀 CSV/Excel Import - Bulk import from brokerage statements 💱 Multi-Currency Support - Track investments in NGN, EUR, GBP, etc. 📈 Brokerage API Integration - Auto-sync with platforms like Alpaca, Interactive Brokers 🧮 Tax Loss Harvesting - AI-suggested trades to optimize taxes 🖥️ Desktop Apps - Native Windows/Mac/Linux versions 📊 Benchmark Comparison - Compare your returns vs S&P 500, FTSE, etc. 🌐 Social Features - Anonymous portfolio sharing and community insights

Pricing (Nigeria → USD):

  • Pro Plan: ₦40,000/month (~$25 USD) - 50 AI analyses/month
  • Premium Plan: ₦56,000/month (~$35 USD) - Unlimited AI analyses
  • Starter Pack: ₦24,000 (~$15 USD) - 10 one-time analyses
  • Investor Pack: ₦64,000 (~$40 USD) - 25 one-time analyses

Built With

Share this project:

Updates