Poolfolio: An Investment Tracker Built for My Friends

说明与用途

Poolfolio 自动化计算群体投资的所有权比例、利润分配和结算，确保通过后端优先架构和账本式历史记录实现不可变的财务记录。

问题

Friends pooling money for stocks and IPOs struggled with manual accounting of contributions, ownership, profit/loss, and settlement, leading to unclear ownership and inconsistent calculations.

结果

Poolfolio automates ownership calculation, profit/loss allocation, and settlement for group investments, ensuring immutable financial records through a backend-first architecture and ledger-based history. AI assists data entry without compromising data integrity.

工作流

• Create investment group and assign leader
• Add members and define roles
• Create investment (stock or IPO) and set state to OPEN
• Members contribute funds; ownership = contribution/total contribution
• Transition investment to LOCKED to freeze contributions
• Backend calculates ownership, profit/loss, and settlement
• Ledger records all financial events (contribution, withdrawal, buy, sell, allotment, refund, dividend, fee, tax, adjustment)
• Users review AI-extracted transaction data from documents before confirmation
• Generate PDF reports and AI audit summaries
• Settle investment and distribute final amounts to members

证据

Poolfolio is a group investment management app I built for my friends who pool money together to invest in stocks and IPOs.

来源

For every investment: ownership percentage = member contribution / total contribution

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The investment lifecycle: DRAFT → OPEN → LOCKED → ACTIVE → SETTLED

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The backend API is deployed on Render.

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