This is exactly the kind of scratch-your-own-itch story that produces genuinely useful tools. The fact that you ruled out Excel because the barrier was too high is actually a really important insight — there's a massive gap between "technically possible" and "actually usable."
Curious about a few things:
How are you handling price updates for the non-standard assets like physical gold? Manual entry, or did you find an API that covers it?
Also, the multi-currency angle with TL is interesting — currency fluctuation probably creates a whole secondary layer of complexity for your P&L view. How are you displaying that — in a base currency, or showing each position in its native currency?
Last question — have you shown this to anyone outside your own use case yet? Sometimes the constraints that feel personal turn out to be the exact constraints a much bigger group shares. Would love to see where you take it.
Curious about a few things:
How are you handling price updates for the non-standard assets like physical gold? Manual entry, or did you find an API that covers it?
Also, the multi-currency angle with TL is interesting — currency fluctuation probably creates a whole secondary layer of complexity for your P&L view. How are you displaying that — in a base currency, or showing each position in its native currency?
Last question — have you shown this to anyone outside your own use case yet? Sometimes the constraints that feel personal turn out to be the exact constraints a much bigger group shares. Would love to see where you take it.