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Ledger

Investment portfolio tracker

A portfolio tracker, shown here with sample data for a long-term investor: ETFs, a few stocks and some crypto, with two years of history, eleven holdings, monthly deposits and dividends.

Type
Product
Year
2026
Role
Product design and frontend
Stack
Next.js, React, TypeScript, SVG
Ledger: Investment portfolio tracker (1)

Challenge

Many investing apps count deposits as gains, so you can’t tell how much your portfolio actually grew.

Approach

Returns are calculated net of deposits, and the charts are custom SVG, with no chart library. Prices come from a seeded market simulation, so the server and the browser render the same numbers.

What we built

  • Portfolio value from one week to two years
  • Allocation by asset class, sector and region
  • Holdings table with search and detail view
  • Light and dark themes, EUR and USD, mobile layout