calc

Client-side portfolio calculator for multi-currency holdings

Language
TypeScript
License
Proprietary
Category
Web App
Open App

Client-side portfolio tracker for crypto, stocks, ETFs, commodities, and fiat. Four-tab interface (portfolio, assets, platforms, settings) with running cost basis tax model, CSV import, automatic rate fetching, cross-currency triangulation, and IndexedDB persistence.

Features

01

Four-tab layout — portfolio, assets, platforms, settings — with URL routing for every view

02

Automatic rate fetching from 6 sources with intelligent fallback chains

03

Cross-currency triangulation through USD, GBP, EUR, ETH, and BTC pivots

04

Historical seed data — daily crypto prices back to 2021, monthly stock/ETF/commodity/fiat data to 2010

05

CSV import — paste or upload platform exports with symbol resolution, transfer types, and per-platform parsers

06

Running cost basis tax model — transaction types and reasons, per-account tax status, portfolio-level tax summary

07

Price charts — adaptive resolution with market-closed gap filling

08

Themes — 11 built-in themes (Terminal, Bloomberg, Corporate, Glass, Midnight, Sunset, Vapor, Nord, Sumi, Warm, Paper) plus a custom theme editor with WCAG-aware token derivation

09

IndexedDB persistence (Dexie v10) with JSON export/import and multi-tab sync

10

Local-first — no accounts or tracking; data lives in your browser. Optional shared price API for backfilling historical rates.