Sanchayam
सञ्चयम् (accumulation of wealth)
Multi-asset personal portfolio tracker
A portfolio tracker that handles the full range of assets without treating each type differently at the schema level. Equity, mutual funds, real estate, crypto, and bank balances live in the same model. Prices come from live APIs where available, from admin-set values where not. P&L is calculated FIFO. FX conversion happens automatically. Family members or advisors can be granted view access to your portfolio.
What it does
Schema-Driven Asset Model
Assets are defined by their properties and behavior, not hardcoded types. The same schema handles equity, mutual funds, real estate, crypto, and bank balances without special-casing.
Live Price Feed
Prices for API-mode assets are fetched from Twelve Data and updated automatically. Manual assets accept cost prices directly. Price history is stored and queryable.
FIFO P&L Calculation
Profit and loss is calculated using FIFO lot matching. Lots are tracked individually: partial sales, average cost, and realized vs. unrealized gains are all computed correctly.
Multi-Currency Support
Holdings are tracked in their native currency. FX rates are fetched and applied automatically so the portfolio total always shows in your base currency.
Family Portfolio View
Connect accounts to share portfolios with trusted users: a spouse, a parent, a financial advisor. View their holdings with the same detail as your own.
Admin Asset Catalog
Admins manage the asset catalog: what assets exist, their data types, price sources, and cost basis mode. Users pick from the catalog and record their positions.