Tracking Unrealized P&L Across Stocks and Crypto: A Unified Approach

As engineers, we often pride ourselves on building solutions. When it comes to personal finance, especially portfolio tracking, many of us initially consider rolling our own. This impulse is understandable: we deal with data, APIs, and complex logic daily. However, the landscape of personal investments has become increasingly fragmented, making unified portfolio tracking, particularly for unrealized Profit & Loss (P&L), a significant challenge.

You're likely diversified. Stocks, ETFs, perhaps some bonds, and almost certainly a growing allocation to various cryptocurrencies. Each asset class often lives in its own silo – a brokerage account, a crypto exchange, a hardware wallet. The core problem emerges when you want a single, coherent view of your entire financial health, especially your unrealized P&L. Aggregating this manually is tedious, error-prone, and rarely real-time.

The Challenge of Diverse Portfolios

Gone are the days when a simple spreadsheet or a single brokerage statement su