SaaS Build · Source Code + Prompts
NetWorthDesk — Multi-Account Portfolio Consolidator
Hold the same stock at two brokers and in a tax-wrapped account, some bought in dollars and some in pounds, and no statement you own tells you your real position. Enter one row per holding per account, in the currency you actually traded in, and this converts everything to your base currency and collapses the duplicates into one line: total quantity across every account, and a blended average cost that accounts for the different prices and currencies you bought at. It also gets the currency right in the way that matters — cost is converted at the rate on the day you bought, not today's. Excel and Google Sheets.
What you get
- ✅ Complete, production-grade source code
- ✅ The exact Claude prompts used to build the entire app
- ✅ Step-by-step build walkthrough & documentation
- ✅ All downloadable resources, yours to keep
- ✅ Lifetime access from your library
⚠ Important Disclaimer
All products are provided strictly for educational and informational purposes. Nothing sold here constitutes financial, investment, trading, legal, or tax advice, nor a recommendation to buy, sell, or hold any security, derivative, commodity, or cryptocurrency.
The creator is not a registered investment adviser, research analyst, or broker with the SEC, FINRA, CFTC, NFA, any U.S. state securities regulator, or SEBI (as an Investment Adviser or Research Analyst). Trading involves substantial risk of loss — you can lose some or all of your capital. Past performance, actual or simulated, does not guarantee future results. Screeners and tools may produce incorrect, incomplete, or delayed output and rely on third-party data.
You are solely responsible for your own decisions. Software is provided “as is”, without warranty of any kind, and any liability is capped at the amount you paid. Licences are for personal use — the software may not be used for third-party funds or to provide advisory services. Read the full legal disclaimer →