I built a Family Portfolio feature because I was tracking investments for my parents and myself separately

I've been building a portfolio tracking app called Arthavi.

One problem I kept running into was that I wasn't just tracking my own investments.

I was also tracking investments for my parents, and sometimes joint family investments.

Most portfolio trackers assume one user = one portfolio.

That made it difficult to answer questions like:

• What is our total family net worth?

• What is our combined mutual fund allocation?

• How much do we have invested across all accounts?

• Which are our biggest holdings across the family?

So I built a new Family Portfolio feature.

You can now create separate profiles for:

• Self

• Mother

• Father

• Spouse

• Child

• Joint Investments

• Custom Profiles

Each profile remains separate, but you can switch to an "All Family" view and see combined wealth, allocations, holdings, and goals.

I'm curious:

How do you currently track family investments?

Separate spreadsheets?

Separate apps?

A CA?

Something else?

Would love feedback on whether this is actually useful or if I'm solving a niche problem.