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CashPocket

CashPocket provides users with intuitive financial dashboards for tracking investments, managing lending portfolios, and visualizing financial health metrics.

PythonStreamlitSQLite

System Architecture Diagram

Overview

A financial management tool with investment tracking, lending management, and interactive dashboards.

Problem Statement

Small investors and lenders lack affordable tools to track their portfolios. Existing solutions are either too complex or too expensive for individual use.

Research

Analyzed personal finance tools like Mint, YNAB, and Indian alternatives. Identified a gap for simple investment + lending tracking in one platform.

Architecture

Python with Streamlit for rapid UI prototyping, SQLite for lightweight local data storage. Dashboard-centric design with real-time chart rendering.

Technical Decisions

Chose Streamlit for rapid prototyping and data visualization capabilities. SQLite for zero-configuration local-first storage.

Tradeoffs

Streamlit limits custom UI but dramatically accelerates development. Accepted UI constraints for faster time-to-market.

Challenges

Accurate compound interest calculations, handling multiple currency formats, and creating intuitive financial visualizations.

Lessons Learned

Financial tools need pixel-perfect accuracy—even a ₹1 rounding error destroys user trust. Data export is a must-have, not a nice-to-have.

Future Roadmap

Migration to Next.js for better UI, API integrations with Indian stock exchanges, and ML-based investment recommendations.