Portwise
Data sources
Transparency by default. These sources may change as providers are added.
Portfolio data
Accounts, transactions, and snapshots come from your Supabase Postgres database and are protected by RLS.
Performance metrics
TWR and XIRR are calculated from your snapshots and transfer cashflows in the API.
Benchmark and prices (MVP)
In the MVP, benchmark series and security prices are mocked to validate UX and data flows.
ETF overlap (MVP)
ETF overlap uses a mocked ETF holdings dataset designed to be swapped with a real provider later.