Wealth management
A custom investment portfolio platform consolidating six platforms and multiple tax wrappers into one institutional-grade view. Built end to end, with Slatetower. Live every day.
6
Investment platforms aggregated
5
Tax wrapper types supported
$M+
Capital under live oversight
100%
Trades reconciled against cash, automatic
Leg 01 · Scope
A sophisticated private investor managing significant capital across SSAS, ISA, GIA, SIPP, and cash deposit accounts — six platforms (AJ Bell, Hargreaves Lansdown, Insignis, Interactive Brokers, and others) that did not talk to each other. No single view of total wealth. No cross-platform P&L. No reconciled cash position. Manual spreadsheet work to stitch together every trade. The lever was clear: consolidate the data, calculate positions in real time from an immutable trade log, and present everything in a single dense interface — Bloomberg-grade oversight, owned and operated privately.
Within seventy two hours of the first call, the written scope landed. Three architectural commitments. Positions would never be stored, only computed live from the immutable trade log. Every record would carry an owner foreign key for data isolation. The platform would be self-hosted, with zero third-party data sharing. What was scoped out was as explicit as what was in: no public portfolio sharing, no third-party tracking, no integration with platforms the investor did not currently hold, no native mobile applications.
Leg 02 · Build
Every component was selected with one priority above all others: the security and integrity of sensitive financial data belonging to a private individual. The stack is named, not implied.
Pattern
Positions are never stored. They are computed live, on demand, from the immutable trade log. Cost basis uses weighted average across partial sales. Multi-currency holdings are FX-converted at trade time. Unrealised P&L recalculates as prices update.
Architecture
Django provides the security baseline. SQL injection protection through the ORM. CSRF tokens on every form. XSS auto-escaping in templates. PostgreSQL provides the data integrity baseline. ACID compliance on every write. Decimal precision via NUMERIC, no floating-point rounding.
Security
Every data model carries an owner foreign key. Every view filters by request.user. UUID v4 primary keys make enumeration attacks impossible. Self-hosted on a private VPS with SSH-key-only access. Zero third-party JavaScript on any page.
AI integration
Contract notes from every supported platform are uploaded as PDF or image. Claude Sonnet reads them and extracts every relevant field. Trade date, action, instrument, units, price, currency, FX rate, fees, settlement date. The AI does the data entry across AJ Bell, Fidelity, Hargreaves Lansdown, and Interactive Brokers.
The privacy commitment
0
Third-party trackers. Zero analytics scripts. Zero advertising. Zero data sharing. Self-hosted on private infrastructure with SSH-key-only access. The investor’s portfolio data stays in their platform, full stop.
Verified by source code · Self-hosted infrastructure
Leg 03 · Launch
FOLIO went live with full data migration from every platform. Trade history was loaded across multiple years and asset classes. Cash statement archives were reconciled against the trade log. Live pricing was wired from Yahoo Finance, DividendData.co.uk, and manual entry. Every position was verified against platform statements before handover.
The Telegram bot deployed alongside the web platform gives mobile-first access from anywhere — /portfolio, /pnl, /holding, /movers, /allocation, /cash, /watchlist. Daily, the investor opens the markets dashboard. Live ticker. TradingView charts. Aggregate P&L computed in real time from the trade log. The platform that did not exist a quarter earlier is now the single source of truth for the entire portfolio.
Outcome
6 to 1
Six fragmented platforms consolidated into one institutional-grade view
Live · Daily oversight
100%
Of trade records reconciled against cash statements, automatic
Cross-platform · Idempotent
$0
Spend on Bloomberg Terminal, third-party charting, or external tooling
Replacement value · ~$24K per year
FOLIO replaced manual spreadsheets, fragmented platform logins, and the absence of any unified P&L view. The investor opens one platform now, and sees everything. Cross-platform allocation. Currency exposure. Theme-level breakdowns. Real-time P&L on every position.
The unexpected outcome. The platform changed how the investor thinks about portfolio decisions. With aggregate exposure visible at every level, decisions are now made against the whole portfolio, not against the fragment visible in any one platform.
What’s next
FOLIO is in active maintenance and extension. New platforms are added as the investor’s holdings expand. The AI contract note extraction is trained against new platform formats as encountered. The markets dashboard is iterated against the investor’s evolving watchlist.
Roadmap items currently under active scope: tax reporting integration, capital gains optimisation against tax-wrapper boundaries, portfolio rebalancing alerts based on target allocation drift. Each is being scoped against a specific operating lever, not built on speculation. The platform that did not exist a quarter ago is mission-critical infrastructure now — the conversation is about what to build alongside it.
Engagements are scoped privately. The team replies within one business day.
Book a Scoping Session→