Web + Mobile

Northlight Capital

An investment portfolio tracker that gives retail investors institutional-grade analytics and reporting.

3,200+
Accounts connected
₹17.5Cr
Tax savings identified
4hrs to 0
Reconciliation time
4.9
App Store rating
The Challenge

Northlight's clients used spreadsheets to track portfolios across multiple brokerages. Reconciling positions took hours. Tax-loss harvesting opportunities were routinely missed.

Our Solution

We built a platform that aggregates accounts via Plaid, calculates real-time P&L with multi-currency support, and flags tax-loss harvesting opportunities automatically. The mobile companion app sends smart alerts when portfolio drift exceeds thresholds.

Tech Stack
Next.jsSwiftKotlinPythonPlaidPostgreSQL

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