Finance Tracker Docs

Track. Research. Invest.

Finance Tracker is an investment dashboard: keep a watchlist of companies, record your share transactions and run AI-assisted financial analysis on every company you follow. This site documents how each part of the app works.

Start with Companies

Open the app

Everything the app does, explained

    Companies

    The watchlist: a searchable table of companies with logos, tickers, sectors, statuses and research milestones — plus three ways to add a company, including AI discovery and lookup.

    Shares

    Buy and sell transactions linked to your companies, with the Home dashboard summarising positions, net invested over time and recent activity.

    Financial Analysis

    Editable prompt libraries, per-company qualitative and quantitative research runs through Gemini or OpenAI, and reusable instruction preambles.

    Sign-in protected

    Every page is gated behind Google sign-in; only accounts approved in the users table can access the data.

    Automatic setup

    All data lives in a PostgreSQL database whose schema is migrated and seeded automatically on first start.

    Everything editable

    Prompts, instructions and your profile are all editable in the app — no config files needed for day-to-day use.

Ready to manage your watchlist?

Browse the documentation or jump straight into the app.
Read the docsOpen Finance Tracker