TradeVault — Crypto & Trading Portfolio Tracker | Vibe96

Finance & Accounting

TradeVault — Crypto & Trading Portfolio Tracker

Source code included

Crypto and stock portfolio tracker with trade journal, alerts and risk analytics for retail investors.

Built by Jehan Ahmed Updated 10 Nov 2026 14,514 lines of code

Open live demo Built withClaude Code

About this software

About TradeVault — Crypto & Trading Portfolio Tracker

TradeVault is a React 18 + TypeScript + Vite + Tailwind web app for tracking crypto, stocks and ETFs across multiple portfolios. It includes a trade journal, watchlist, price alert rules, analytics, risk analysis and rule-based insights computed in the browser (no LLM call). Supabase (Postgres, Auth, RLS) is the intended backend, with 14 tables and 14 per-user RLS policies, plus an optional plain-Node Express server with JWT-protected REST routes and notification senders. The shipped demo runs browser-local on fictional seeded data with fixed demo prices; live market data and scheduled notifications are not included and need to be added by the buyer. The web app has 13 page components, and 12 unit tests cover calculations and alert triggers.

Category: Finance & AccountingStack: React 18.3 + Vite 6.4 (Tailwind, Recharts) · SupabaseBuilt with: Claude Code Licence: Single-site, full source

Why TradeVault — Crypto & Trading Portfolio Tracker

What makes it better
than the alternatives

  1. 01

    Derived holdings

    Holdings are computed from opening balances plus open trades, with the same rules in the browser and in the server port.

  2. 02

    RLS on every table

    Schema defines 14 tables with per-user auth.uid() policies and 20 indexes, documented in docs/RLS-policies.md.

  3. 03

    Owner-checked REST API

    Every /api route requires a Supabase JWT, filters by the verified user id, and ownership-checks parent portfolios before creating trades or balances.

  4. 04

    Multi-channel notifications

    Server can send price-move messages by email (SMTP), WhatsApp or Telegram, with per-user rate limits and no per-user bot token stored.

  5. 05

    Pinned, audited dependencies

    All versions are pinned exactly, the README reports 0 vulnerabilities from npm audit and OSV-Scanner, and setup and provider docs are included.

Portfolios & Holdings

  • Multiple portfolios with base currency
  • Opening balances as initial positions
  • Derived holdings and portfolio summary (value
  • cost basis
  • unrealized
  • realized
  • return %)
  • Assets list and asset detail pages

Trade Journal

  • Trades with Buy/Sell/Long/Short direction
  • fees
  • strategy
  • notes
  • stop loss and target
  • Open and closed status
  • closed automatically when an exit price is set
  • CSV import format with sample-trades.csv

Watchlist

  • Watchlist of tickers with notes
  • Global search across assets

Price Alerts

  • Alert rules with above
  • below or percent conditions
  • Active and triggered flags
  • Alerts page in the UI

Analytics & Risk

  • Analytics page and risk page
  • Volatility
  • max drawdown and exposure calculations covered by unit tests
  • Charts built with Recharts

Insights

  • Rule-based insights generated in the browser
  • LLM provider interface present
  • demo implementation only

Notifications

  • Per-user settings: threshold %
  • scope (holdings
  • watchlist or all)
  • channels
  • Email
  • WhatsApp and Telegram sending from the server
  • Manual test endpoint; cron scheduling is left to the buyer

Accounts & Settings

  • Login page with a shared demo account
  • Profile page and settings page
  • Dark and light theme
  • appearance customization
  • Branding in a single config file

Backend & Data

  • Express server with REST routes for portfolios
  • trades
  • balances
  • holdings
  • watchlist
  • alerts
  • profile and notify
  • schema.sql and idempotent seed.sql
  • Market data provider interface (demo
  • CoinGecko
  • Alpha Vantage named in config); only demo prices are wired

Quality report

Manually reviewed

84/ 100

Automated audit score

✓ Passed the audit

Passed the audit and a manual review.
Audit run: 6 Nov 2026
Reviewed by Vibe96 staff, Dubai.

Security84
Code structure84
Docs & completeness71
Dependency health82
Build & deploy84
Reviewer notes (2 minor)

Public demo password committed in source and docs; no real service credentials found; queries are parameterized and user-scoped; some gaps in update scoping, input validation and unseen schema. None of these stop the software from working; the developer has been told and improvements come in a future update.

Versions & updates

1.0.0
First release10 Nov 2026✓ Reviewed & audited

No updates yet. New versions appear here with a changelog.
Buyers receive updates free for 1 year.

Quality report

What you get

  • </>Full source codeThe complete audited source, delivered as a download from your account. No obfuscation.
  • ▤DocumentationSetup guide, architecture notes, CLAUDE.md and AGENTS.md.
  • ↻One year of updatesEvery new version the builder publishes, free for 12 months.
  • ♧30 days of supportInstallation and defect support through Vibe96 tickets.
$97Single-site licence Details