Back to case studiesClient typeFounder-led mixed asset tracking workflow Typical timeline3 weeks Key resultOne place to track mixed assets
Founder and finance workflows
Digital-asset Net-Worth Tracker
A single register combined crypto, equities, and depreciating physical assets into one practical operating view.
The Challenge
The client needed one place to track market prices across exchanges, handle fiat conversion, and model depreciation for physical assets.
What Changed
- Financial and physical assets could be reviewed together instead of across disconnected tools.
- Historical snapshots made planning and tax preparation easier to manage.
- The workflow created a clearer view of asset value, depreciation, and overall net worth.
What We Delivered
- Connector layer to CoinGecko and exchange APIs with caching to reduce rate-limit issues.
- Flexible asset model allowing users to add equities, crypto and physical assets with custom depreciation schedules.
- Consolidated net-worth dashboard with historical snapshots and scenario projections.
Impact
Provided early customers with a single-pane view of net-worth, simplifying tax reporting and investment planning.