Internal finance tracker that consolidates wallets, investments, and transactions per member. Syncs to Google Sheets while providing dashboard views and PnL trends.
One source of truth for finances
The problem
Marine Trader's members needed a single place to track wallets, investments, and transactions with member-level accountability, while keeping the data shareable and synchronized with existing spreadsheets.
What I built
Built a Next.js dashboard that manages wallets, investments, and transaction history with member filters, local persistence, and PnL visualization, plus bi-directional syncing to Google Sheets and Google-authenticated access control.
Multi-tab dashboard for overview, wallets, investments, and history
Member-based filtering with consolidated totals
Wallet/investment/transaction CRUD with confirmation flows
Transaction history with search, sorting, filters, and pagination
PnL calculations and charts with refresh controls
Google Sheets sync endpoint for create/update/delete/sync actions
Google OAuth login via Firebase Auth with allowed-email gating
LocalStorage persistence for offline-friendly state
The result
Wallets, investments, and PnL in one dashboard
Two-way Google Sheets sync the team already trusts
“Kyle built the company internet presence from the ground up with his practical and fresh ideas and great execution.”
