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Unified Portfolio
Private read-only investment observability.
Availability Internal or private Profile visibility does not imply public access
Maker note
Why I made this.
my private normalized view of personal investments across brokers.
Product contract
What this product promises.
Unified Portfolio helps people understand their own investments through an isolated read-only portfolio.
- For
- People signed in with Google, each accessing only their own investments.
- Outcome
- Understand holdings, allocation, portfolio history and connection freshness without trading.
- How
- Official broker adapters and an INDmoney MCP client feed immutable normalized snapshots shared by the web dashboard and read-only MCP tools.
Public anatomy
What it is made of.
- Form
- Web app with private user workspaces
- Platforms
- Web
- Prominent tools
- Cloudflare Workers · D1 · Next.js / vinext · MCP
- Availability
- Internal or private
- First retained commit
- Not retained
- Latest retained commit
- Not retained
Public boundary
Private by design.
The project can be understood here without exposing private or local source.
This project does not publish repository evidence. Its reviewed rationale and public anatomy remain available on this profile.
Every fact here comes from the project’s reviewed public record. Private work and operational controls stay private.