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Wealth Compass

Wealth Compass is a modern, comprehensive personal finance dashboard designed to give you a complete 360-degree view of your financial health. Built with React, Supabase, and Tailwind CSS, it offers real-time tracking of assets, liabilities, and cash flow in a beautiful, privacy-focused interface.

Features

📊 Interactive Dashboard

  • Net Worth Tracking: Visual history of your net worth over time.
  • Asset Allocation: Breakdown of your portfolio by sector and asset class.
  • Key Metrics: Instant view of total liquidity, investments, and unnecessary expenses.

💰 Cash Flow Management

  • Transaction Tracking: Easy entry for income and expenses.
  • Analytics: Monthly savings rate, income vs. expense breakdown.
  • Export: Download your transaction history to CSV for external analysis.

📈 Investment Portfolio

  • Stock & ETF Tracking: Real-time price updates via Finnhub and Yahoo Finance.
  • Performance Metrics: Track cost basis, current value, and profit/loss.
  • Sector Analysis: Visualize your exposure across different market sectors.

₿ Crypto Tracker

  • Real-time Prices: Live data fetching from CoinGecko.
  • Portfolio Overview: Track holdings, average buy price, and current value.
  • Privacy Mode: Blur sensitive values with a single click.

🧮 Financial Calculators

  • Compound Interest: Project future wealth based on savings and returns.
  • FIRE Calculator: Estimate your "Financial Independence, Retire Early" timeline.
  • Inflation Impact: Understand how purchasing power changes over time.
  • Monte Carlo Simulation: Probability-based stress testing of your portfolio.

🔒 Privacy & Security

  • Supabase Backend: Secure data persistence with Row Level Security (RLS).
  • Privacy Mode: instantly blur all financial figures for discreet viewing in public.
  • Local Caching: Smart caching to minimize API calls and improve performance.

Tech Stack

  • Frontend: React, TypeScript, Vite
  • UI Framework: Tailwind CSS, shadcn/ui
  • Backend & Auth: Supabase
  • Charts: Recharts
  • Icons: Lucide React
  • Data Providers: Finnhub (Stocks), CoinGecko (Crypto), Frankfurter (Currency)

Getting Started

Ready to take control of your finances? Follow the installation guide to set up your own instance of Wealth Compass.


Wealth Compass © 2026

About

Wealth Compass is a modern, privacy-focused personal finance dashboard built with React and Supabase. It offers a 360-degree view of your financial health, featuring real-time net worth tracking, investment portfolio management, and detailed cash flow analytics.

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