Duglas Finance OS - a Personal Capital Management System
All the money in one place: cash, banks, 17 crypto exchanges and cold wallets in one base currency, goals with a savings pace, a journal of yield positions and hints on where idle capital could work.
- Problem
- The money sat in banks in different countries, cash in several currencies, a dozen crypto exchanges and cold wallets. Real net worth, income, spending and how much capital was sitting idle could only be found by reconciling spreadsheets by hand.
- Result
- One system shows net worth, cash flow and the savings rate in a base currency, pulls balances and operations from 17 exchanges over their APIs, tracks goals and yield positions and suggests where idle capital could work - with an estimate of the risk and the return.
- Coverage
- 17 exchanges
- Volume
- 8,389 operations