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Where's my money? Site to display portfolio allocation breakdown given a Fidelity positions export

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Where's my money?

Visualize your Fidelity portfolio allocation. Upload a CSV export, see an interactive treemap and sortable table enriched with live Yahoo Finance data.

Getting Started

pnpm install
pnpm dev

Open http://localhost:3000 — upload your Fidelity positions CSV and explore.

Scripts

pnpm dev          # Start dev server (Turbopack)
pnpm build        # Production build
pnpm start        # Start production server
pnpm test         # Run tests
pnpm lint         # Lint
pnpm typecheck    # Run TypeScript checks

Stack

  • Next.js 16 (App Router), React 19, TypeScript
  • Tailwind CSS v4 with system dark/light mode
  • yahoo-finance2 for live quotes + fund holdings
  • d3-hierarchy for treemap layout (computed server-side)
  • Vitest + React Testing Library for tests
  • React Compiler enabled for auto-memoization

Deploy

Standard Next.js deployment on Vercel. No environment variables required.

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Where's my money? Site to display portfolio allocation breakdown given a Fidelity positions export

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