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CASE STUDY / 03

A financial plan you can actually grade.

AssetLanes brings ETFs, cryptocurrency and cash into a single net-worth projection, then keeps score against it year by year. Thirteen external data APIs feed it, seven blockchains are read directly for cost basis, and every price path has somewhere to fall back to on the day a provider decides it has had enough.

ClientAssetLanes
IndustryFintech
What we didProduct designLaravel & Vue platformMulti-provider data layerAdmin & moderation tooling
Year2025

01 / The brief

Planning tools that survive contact with real numbers.

A portfolio tracker shows you the present. AssetLanes had to model a decade — taxes, withdrawal rules, market-cap triggers, planned moves between asset classes — and then let you record what actually happened next to what you predicted.

AT A GLANCE

13external data APIs
7blockchains read for cost basis
5portfolio simulation modes
4provider price failover chain

THE STACK

Backend
Laravel 12 · PHP 8.2 · Fortify
Frontend
Vue 3 · TypeScript · Inertia 2
Interface
Tailwind 4 · shadcn-vue · reka-ui
Data & build
MySQL 8 · Vite 7 · Wayfinder

02 / THE PLATFORM

One account, three asset classes.

ETFs, crypto and cash live in one product rather than three tabs of a spreadsheet. Registration opens or closes behind invite keys, sessions are database-backed so activity is measurable, and every figure is formatted for the reader's locale — €1.500.000,00 in Brussels, $1,500,000.00 in New York.

Homepage
Login
Register
Account settings
In app documentation

03 / ETF PROFILES

An ISIN is enough.

Paste an ISIN and a two-stage pipeline does the rest: justETF supplies the fund name, expense ratio and five-year return, then Yahoo Finance is matched for live and historical prices — including the auth-crumb handshake Yahoo insists on before it will answer. You type one identifier and get back a funded profile.

Stocks dashboard
Etf profiles
Create etf profile isin lookup

04 / SIMULATOR

Five ways to ask the same question.

Compound; compound with deposits; compound with deposits and withdrawals; sustainable withdrawal; capped withdrawal. Same portfolio and same weighted return, five different questions about what it can support — answered as a year-by-year table rather than one headline number.

Portfolio allocations
Simulator setup
Simulator result

05 / WITHDRAWALS & TAX

A withdrawal is not a round number.

The tool works backwards from what actually lands in the account: securities tax, TOB on the sale itself, and capital gains measured against the running exemption. Each year is recorded, so the exemption already spent is the exemption the next simulation starts from.

Withdrawal inputs
Withdrawal tax breakdown
Withdrawal history

06 / CRYPTO

Four providers, one price.

CoinGecko first, then CoinCap over GraphQL, then CoinCap's REST endpoint, then CryptoCompare. The chain walks itself when a provider rate-limits, and a fifteen-minute fallback cache covers the case where all four are unhappy at once. Holdings are tracked per wallet, so the same coin on a ledger and on an exchange stays two positions and one total.

Crypto portfolios
Create crypto portfolio
Add coin live price
Portfolio holdings and pl

07 / DCA & COST BASIS

Read the chain, not the spreadsheet.

Paste an address and the cost-basis calculator reads it directly — Bitcoin, Ethereum, BNB Chain, Solana, XRP, Kaspa and KRC-20 tokens, each through its own explorer API. DCA plans then trigger on a price, a target market cap or a date, the market-cap trigger being the one that answers what a position is worth if the coin ever reaches a valuation you can name.

Dca planner
Dca triggers
Cost basis wallet lookup
Cost basis manual

08 / SCENARIOS

The plan is the product.

A scenario links crypto portfolios, ETF portfolios and a savings bucket into one projection, then lets you schedule the moves between them: sell half a position at a market cap, buy in on a date, move the proceeds to savings. Every year holds a planned figure and an actual one, which makes the plan something you grade rather than something you admire.

09 / TAX GUIDANCE

Country by country, side by side.

Stock and crypto tax treatment per country, with a comparison view for the decision that actually matters — where you are resident, or why the same trade costs differently across a border.

Etf tax by country
Etf tax country comparison
Crypto tax by country
Crypto tax country comparison

10 / COMMUNITY

A timeline with a moderator behind it.

Users post progress, follow each other and reply; public profiles show a track record rather than a claim. Behind it sits the part nobody advertises — reports, mutes, bans, flagged-behaviour records and a moderator panel — because a financial community without moderation becomes a signals group within a week.

Community timeline
Public profile

11 / SHARING & EXPORT

A link you can revoke.

Simulations, DCA plans and whole scenarios become read-only links that can carry a password and an expiry date, and every link stays listed so it can be deleted later. When a link is the wrong medium, the same view exports to PDF, PNG or JPEG.

Share simulation dialog
Share simulation link created
Shared simulation password gate
Shared simulation public view
Export simulation
My shared simulations
Share dca dialog
Share dca link created
Shared dca password gate
Shared dca public view
Export dca plan
My shared dca plans

12 / SUPPORT

Both ends of the same ticket.

Users raise tickets with a priority and attachments and watch the status move through open, in progress, awaiting response and resolved. Admins work that same queue from the other side, and each reply raises an in-app notification with an unread badge rather than an email nobody opens.

Create ticket
My tickets
Ticket thread
Admin ticket queue
Admin ticket reply

13 / ADMIN

The operator's view.

Who is online now, who logged in today, who has not been back in a week, and what people are actually creating — portfolios, profiles, plans — daily and weekly. Plus the levers: roles, invite keys with expiry dates and usage caps, broadcast notifications, and the moderation panel.

Admin dashboard
Admin usage metrics
User management
Invite key system
Notification broadcast
Moderator panel