About Panoramica

One person makes it, and uses it to run their own retirement fund.


Who makes it

I'm Mark, a software engineer in Australia. I studied commerce and worked in accounting and financial services before moving into software, and I have spent more than ten years since then building it, from enterprise systems to phone apps.

Why it exists

I manage my own retirement fund. It holds shares, bonds, gold, property, crypto and cash, in more than one currency. For years the only complete picture of it was a spreadsheet I kept beside three tracking apps, each of which understood a different slice.

Most of Panoramica began as a question about my own money that I could not answer without an afternoon in the spreadsheet: how much of it sits in one currency, when I last revalued the flat, whether one holding has grown into too large a share of the whole. Each of those is now a number on a screen.

How it should behave

A portfolio should open at once, on a plane as readily as at a desk, so the app keeps its own copy on your phone and syncs it in the background.

Every price carries its date. When a figure is older than it should be for its kind of asset, a day for a share and ninety for a house, the app marks it and asks you to update it.

Contact

Questions, bug reports and requests go to [email protected], or use the form on the support page.