Truequity
Truequity is a modern wealth tracking application built for individual investors managing diversified portfolios across multiple asset classes. It consolidates crypto, US equities, Indonesian (IDX) equities, and commodities into a single dashboard with real-time pricing, benchmark performance comparison against Bitcoin, S&P 500, and IHSG, and AI-powered transaction entry via Claude Vision — eliminating the tedious manual data entry that plagues most portfolio trackers. Built as a full-stack Next.js application with Supabase, TanStack Query, and Recharts.
01 /The_Problem
Indonesian retail investors who hold diversified portfolios across crypto, US equities, local IDX stocks, and physical gold face a fragmented tracking problem. Positions are spread across Binance, Stockbit, Schwab, and Pegadaian with no single source of truth. Most portfolio trackers show P&L but never answer the real question: am I actually beating the market? On top of that, Indonesian investors constantly juggle IDR-denominated local assets with USD-denominated crypto and US stocks — making total portfolio valuation genuinely complex.
“You can't manage what you can't see. Every serious investor deserves one place where the full picture is clear.”
02 /The_Solution
UNIFIED_DASHBOARD
Consolidate crypto, US stocks, IDX stocks, and commodities into one real-time portfolio view with allocation breakdown and total P&L.
BENCHMARK_COMPARISON
Overlay portfolio returns against Bitcoin, S&P 500, and IHSG benchmarks. Both lines start at 0% on day one — no ambiguity.
AI_EXTRACTION
Upload a broker or exchange screenshot. Claude Haiku Vision parses the transaction details and auto-populates the form — supports 20+ platforms.
MULTI_CURRENCY
Live USD/IDR conversion via Yahoo Finance. Switch display currency in one click; all values update instantly across the dashboard.
Truequity unifies all four asset classes into a single dashboard with live pricing, cost-basis analytics, and benchmark overlays. The AI extraction feature lets users upload broker screenshots — Claude Vision parses the transaction details automatically, reducing manual entry to a review step. Multi-currency support with live USD/IDR conversion ensures total portfolio value is always accurate regardless of asset denomination.
03 /Technical_Recap
Built on Next.js 16 App Router with Supabase handling auth, PostgreSQL, and Row Level Security. All external API calls (CoinGecko, Yahoo Finance, Anthropic) are routed through server-side API routes to protect keys and enable server-side caching. TanStack Query manages client-side caching with aggressive stale times to stay within CoinGecko's free tier limits. The benchmark performance chart builds daily portfolio values by accumulating user transactions over time, then calculates percentage returns from a shared start date — so portfolio and benchmark lines are directly comparable.
export function usePrices(tickers: PriceTicker[]) {
return useQuery({
queryKey: ["prices", tickers],
queryFn: async () => {
const res = await fetch("/api/prices", {
method: "POST",
body: JSON.stringify({ tickers }),
})
return res.json() as Promise<PriceMap>
},
staleTime: 60_000, // 60s — respects CoinGecko free tier
refetchInterval: 60_000,
enabled: tickers.length > 0,
})
}
export function useExchangeRate() {
return useQuery({
queryKey: ["exchange-rate"],
queryFn: () => fetch("/api/exchange-rate").then(r => r.json()),
staleTime: 24 * 60 * 60 * 1000, // 24h cache — IDR/USD is slow-moving
})
}