Tradeapp
Tradeapp is a private personal-finance app for a small group of about 5–10 trusted users. It combines investment performance, spending, and total net worth in one place.
The primary purpose is net-worth and investment tracking. Spending analysis is secondary. Tradeapp is a household-finance tracker, not a trading platform, bank, broker, or public SaaS product.
The app is currently in early development.
Product goals
Tradeapp should answer these questions for each signed-in user:
- What is my total net worth?
- What accounts and assets make up that net worth?
- How are my stocks, bonds, and overall portfolio performing?
- What did I spend this month, and where did the money go?
- What salary or other income came in?
The interface should feel like Intuit Mint: a calm household-finance dashboard, not a day-trading terminal.
How it works
- SnapTrade connects users' brokerage and investment accounts through its read-only Connection Portal.
- Plaid connects checking, savings, credit-card, loan, and other non-brokerage financial accounts.
- Supabase stores users, SnapTrade user credentials, connected accounts, transactions, holdings, and historical balance and asset snapshots.
- Vercel Cron Jobs run a daily SnapTrade refresh for every user and save the latest asset and account values.
- Live market data updates stock and bond prices throughout the day so investment values can move between daily SnapTrade snapshots.
- Tradeapp combines account balances, holdings, and market prices into portfolio and net-worth views.
The app reads financial data but does not place trades or move money.
Development and preview deployments set SNAPTRADE_BROKER=SANDBOX so their connection portal opens SnapTrade's simulated brokerage. Production leaves that variable unset and uses separate production credentials so users can choose real brokerages.
Platform and access
Vercel provides staging and production deployment. The production app is intended to be available at https://trade2app.vercel.app/.
Tradeapp is a mobile-first web app designed for:
- iPhone and other iOS devices
- Android devices, with particular attention to the Pixel Fold
- Desktop web browsers
The intended phone experience is an installable web app that users add to their home screen and open like a native app. Web and mobile should share one product model rather than separate feature sets.
Feature priorities
Core
- Total net worth across all connected accounts
- Investment holdings and portfolio performance
- Daily SnapTrade asset and balance snapshots
- Intraday stock and bond price updates
- Spending tracking with expense categories
- Income tracking
Nice to have
These features would be useful but are not required for the initial version:
- Credit-card points tracking
- Credit-card statement-credit and benefit tracking
- A points-redemption search API similar to Seats.aero
Security and scope
Balances, transactions, holdings, user details, and provider credentials are sensitive. Never log Plaid access tokens, SnapTrade consumer keys or per-user secrets, service-role keys, raw account data, or other secrets.
Design for a handful of trusted users. Public sign-up, marketplace billing, large-scale multi-tenancy, financial advice, and trade execution are out of scope.
Technology
- Next.js and React
- Vercel deployments and cron jobs
- SnapTrade for read-only brokerage-account connections
- Plaid for non-brokerage financial-account connections
- Supabase and Postgres for application data
Local development
npm run dev
Open http://localhost:3000.
Other useful commands:
npm run lint
npm run build
npm run check:env
