FolioTrust

fintechnextjstypescriptsupabase

A two-portal personal fund management web app — a manager portal for running the fund and investor portals for tracking it.

What it is

Managers add investors, create allocations across stocks, ETFs, and crypto, approve withdrawals, and generate PDF reports. Investors see their holdings and real-time P&L, request withdrawals, and download statements. Prices come from Alpaca and Coinbase, and every row is protected end to end with Postgres Row Level Security.

Why it matters

Running a small fund for friends and family usually means spreadsheets and screenshots. FolioTrust gives each investor a real, permissioned view of their money without the manager building reports by hand.

Stack

Next.jsTypeScriptSupabaseAlpaca APICoinbase APIReact-PDFResend

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