Asset Manager App

A web-first MVP for a personal-first asset management workspace.

Purpose

This app is designed to help a user track holdings, maintain thesis notes, review watchlist ideas, capture research, and build a calmer investing workflow without needing full brokerage integration.

MVP Routes

• / — overview
• /dashboard — portfolio snapshot
• /holdings — holdings list
• /holdings/[ticker] — single holding thesis workspace
• /watchlist — tracked opportunities
• /research — research inbox
• /reviews — review log

Tech

• Next.js
• TypeScript
• Tailwind CSS
• Prisma (placeholder schema)

Local Run

npm install
npm run dev

Then open http://localhost:3000.

Notes

• Current data is static placeholder content for structure validation.
• Next steps: persistence, CRUD flows, import workflow, and richer note capture.