Catatan Investasi

Investment Notes: Your Simple Portfolio Manager.
Investment Notes is a self-service investment app designed to help users easily and intuitively track, calculate, and visualize the performance of their investment portfolios. Built with a focus on speed and ease of use (Mobile First UI), this app allows you to record purchase (capital) and sale (sell price) transactions for various assets, from crypto, stocks, mutual funds, to gold, directly from your mobile device.

Main App Features
The app is divided into four main modules, accessible through the integrated bottom navigation bar:

1. Home (Performance Summary)
The home page provides an instant financial overview of your entire portfolio:

Key Statistics Card: Displays three key metrics in prominent, colored cards (Green, Red, Blue) as performance benchmarks:

Total Profit: The net difference between all sale prices minus the investment capital. The percentage profit relative to the capital is displayed in the pie chart on the right.

Total Sale Price: The total amount of funds withdrawn or generated from all asset sale transactions.

Total Capital: The total amount of funds allocated (purchased) across all your investment assets.

Short Asset List: Presents a summary of each asset's performance (Capital vs. Sale Price and Profit/Loss) to provide quick context without having to navigate pages.

2. Assets (Visualization & Distribution)
The Assets page serves as the center of your portfolio analysis, assisting with decision-making based on asset composition:

Donut Chart Portfolio Distribution: The app automatically creates a graphical visualization showing the proportion of invested capital for each asset type (e.g., what percentage of capital is allocated to BTC, Stock A, or Mutual Funds).

Detailed Asset Details: A list of each asset held, showing:

Total Capital invested in that asset.

Total Profit or Loss generated by that asset, complete with percentage of capital proportion, providing an in-depth look at individual performance.

3. Add Transaction (Flexible Data Recording)
This module facilitates fast and accurate data recording, supporting your investment workflow:

Two Transaction Types: Users can choose between Purchase (Capital) or Sale (Selling Price).

Dynamic Asset Management: The application automatically saves the names of previously recorded assets. Users can select from a list of existing assets, or select the "New Asset" option to type and add a new asset.

Formatted Input: The Amount (IDR) field is equipped with rupiah auto-formatting to facilitate reading and recording large denominations.

Edit Mode: This function also serves as an interface for editing existing transactions, ensuring all records are accurate.

4. History (Full Transaction Log)
History is a complete journal of all your investment activities, sorted chronologically:

Full Transaction List: Displays every purchase and sale record, complete with date, asset name, transaction type (Buy/Sell), and amount.

Quick Management Features: Each transaction item is equipped with an Options Menu (⋮) that allows users to:

Edit: Opens the "Add Transaction" form with pre-filled data.

Delete: Deletes the transaction after confirmation via a pop-up, which will trigger an automatic recalculation throughout the application.

🔒 Data Storage & Accuracy
This application uses local storage technology on your device to maintain all transaction data. This ensures optimal privacy and access speed, without reliance on online servers. All aggregate calculations (Total Profit, Capital, Selling Price) are performed instantly on your device, ensuring the data and visualizations presented are always accurate and real-time.