Business toolActive
Marine Trader Investments & Wallets Tracker
Internal finance tracker that consolidates wallets, investments, and transactions per member. Syncs to Google Sheets while providing dashboard views and PnL trends.
Overview
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.
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.
Key features
- 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