Build a crypto and stock portfolio tracker app (no code)

Portfolio apps are personal by nature: the coins and stocks you hold, the currency you think in, the alerts you want. Exchange apps show one exchange; spreadsheets show no charts. A small tracker you describe yourself — holdings, live prices from a free API, profit and loss, a few alerts — is a one-hour build on App Builder Agent.

This guide covers holdings and transactions, live prices, P&L maths, alerts, and the API details to state so the numbers are right.

What a tracker needs

Keep it honest and fast; investors forgive missing features, not wrong numbers:

Holdings and transactions — Buy/sell with quantity, price, fee and date; the app derives holdings and average cost.
Live prices — From a free API (CoinGecko for crypto; a stocks API of your choice), refreshed on open and on pull.
Profit and loss — Per asset and total, in your base currency, with today’s change.
Allocation chart — A donut of holdings by value, and a line of portfolio value over time.
Alerts — Price above/below thresholds as notifications.
Watchlist — Assets you don’t hold yet.
Privacy — Data on the device; an optional “hide balances” toggle for public places.

Build it with App Builder Agent, step by step

Name the price API and your base currency in the first message; the maths follows.

Create a mobile app project. Notifications and offline holdings suit a native app.
Describe holdings, currency and the API. Say how P&L should be computed (average cost).
Build a crypto portfolio app called Ledgerly. Base currency INR. Transactions: buy/sell with coin, quantity, price, fee, date; holdings computed with average cost. Live prices from the free CoinGecko API. Home: total value, today’s change, P&L per coin, allocation donut. Portfolio value line chart (daily snapshots stored on the device). Price alerts as notifications. Watchlist. Hide-balances toggle. Everything stored on the device. Dark theme, green/red for gains/losses.
Enter two real transactions. Check the average cost and P&L against your own calculation; paste the expected numbers if they differ.
Add stocks or more markets. A second tab with a stocks API, or manual prices for assets without an API.
Add a Stocks tab using a free stock price API for NSE symbols, and a manual-price option for assets without an API (gold, mutual funds).
Install. Export the APK. Do not put paid API keys into the chat; use a settings screen on the device.

Prompts that work well

Related money apps from the same shape:

Make a SIP and mutual fund tracker: funds with NAV entered manually or from a free API, SIP schedule, XIRR per fund and overall, and a goal progress screen.

A gold and silver tracker for jewellers: purchases in grams and purity, daily rate entered manually, current value and margin, and a stock list.

Build a forex journal: trades with pair, lots, entry/exit, screenshots, tags, win rate and expectancy stats, and a weekly review checklist.

Create a family net-worth app: assets and liabilities by category with manual values, monthly snapshots, and a net-worth trend chart.

Make it feel finished

Store transactions, not balances — everything else can be recomputed.
Show the time of the last price update and a refresh button.
Round display values, never stored values.
Alerts should fire once and re-arm when the price crosses back.

Tip: Give the agent one worked example (“bought 0.5 at 40,000 and 0.5 at 60,000 → average cost 50,000”). It will test against it.

Keys, hosting and trust

CoinGecko’s free tier needs no key, so the app calls it directly and there is nothing to host. Keyed APIs belong in a settings screen on the device or in a small hosted backend — the platform provisions one for the project on request.

This is a tracker, not advice: keep the copy factual and the numbers auditable.

Frequently asked

Do I need to know how to code to build a portfolio app?

No. You describe the portfolio app in plain English and the AI agent writes real code (React Native for phones, React or HTML for websites). You can read and edit that code, but you never have to.

Can I install it on Android?

Yes. The builder exports a release-signed Android APK you can install directly or share; the same project can go through the Play Console for a store listing.

How much does it cost?

Starting is free: sign in and the agent builds your first version in the browser. Editing further with the agent, exporting APKs and publishing are part of the paid plans, which are priced per month with no long-term contract.

Will the portfolio app work offline?

If you ask for data to be stored on the device (the default for personal apps), the app works without a connection. Apps with a hosted backend need a connection for shared data.

Build it now — free to start

Type the idea, sign in, and the agent builds it in your browser. Change anything by describing it.

Open the builder ›