VaultEdge

Fintech

vaultedge.finance

Portfolio tracker aggregating stocks, mutual funds, and crypto into one real-time wealth dashboard.

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About this project

Portfolio tracker aggregating stocks, mutual funds, and crypto into one real-time wealth dashboard.

Investors held assets across six apps. We built broker sync, XIRR calculations, asset-allocation drift alerts, and tax-harvest reports — all on one screen.

What we delivered

  • KYC-compliant onboarding flows
  • Transaction processing & reconciliation engine
  • Real-time dashboards & reporting exports
  • Security audit trail & encrypted data layer

Results

₹800Cr

Assets tracked

45k

Registered users

+3x

Session time

Tech stack

ReactPythonTimescaleDB
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