PERSONAL TOOL · VIBECODING · 2026
Investment Assistant
A private dashboard I built for myself to track multi-market holdings.
A private dashboard I built for myself to track multi-market holdings.
A private dashboard for tracking multi-market holdings — and seeing whether my decisions agree with the AI's.
A-shares, ASX, HK, mainland funds, physical gold — five asset classes, four currencies, one screen.
One button packages my holdings, indicators (MA, RSI) and filtered news; Claude returns a position-by-position recommendation.
Every action I take is auto-classified against that day's AI advice: agreed, opposed, partial. Did I beat the model? Now I can tell.
Nightly snapshots build the equity curve. A daily P&L job paints each day green or red on a calendar — the shape of a month at a glance.
The dashboard below mirrors the real app's interactions. Holdings, prices and AI replies are all fabricated for this demo — but the buttons, currency switcher, calendar and live updates work exactly like the original.
| Name | Qty | Price | Day | Value |
|---|
No advice generated yet for today.
Of 18 trades this month, how many followed the AI's same-day recommendation. Did I beat the model? Track over time.
My holdings live inside the dashed box — on my laptop, never anywhere else. Cloudflare guards the entrance; the outside world only ever sends prices in, never reads anything out.
Click on any block in the diagram to see what it does and why I picked it.