Build a Investment Management App

2024 · My thoughts on investment management.

I have been learning to investment for a year now.

  • I bought some cryptocurrencies using OKEX.
  • I bought some index funds using IBKR.
  • I bought some stocks using Longbridge.
  • I still have some savings in the bank.

It would be great if there was an app that could manage these investmentments.

It needs to:

  • Record your total assets.
  • Have a simple and beautiful UI/UX.
  • Automation.
  • ...

It doesn't need to:

  • Have a ChatGPT-like conversation feature.
  • ( I can't remember it at the moment. )

Unfortunately, I haven't found any software that meets my requirements yet.

If I decide to do this App, I would like to remind myself:

  • Keep the functions simple and easy to use.
  • Think about what to include in a membership version.
  • Do not open source it.
  • Build in public.