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CDIStock

CDIStock

Track Brazilian and US portfolios with real-time market data, FIFO cost basis, FX impact calculations, and multi-provider AI insights — on web and native mobile.

Data Analysis
Free

About

CDIStock is a cross-platform investment portfolio tracker built specifically for Brazilian investors holding B3 and US equities. It handles the full complexity of Brazilian financial math — CDI benchmarking, FIFO cost basis, FX impact, and multi-currency conversion via the Brazilian Central Bank API — plus AI-powered analysis and document extraction.

Platforms

  • iOS & Android native app — Flutter (Dart), published to App Store and Google Play. v2.0.8 in production.
  • Web app — Next.js 14 (React) deployed on Vercel.
  • Lightweight transactions dashboard — Vite + React 19 standalone SPA.

AI Features

  • Multi-provider AI chat — Users choose from 3 providers and 9+ models: Anthropic (Claude Opus/Sonnet/Haiku 4.5), OpenAI (GPT-5/5 Mini/5 Nano), or Google Gemini (3 Pro/Flash Preview). The AI receives full portfolio context for analysis.
  • Vision-based transaction extraction — Google Gemini Vision parses photos or PDFs of brokerage confirmations and bank statements, extracting ticker, quantity, price, date, type, and currency as structured JSON. Eliminates manual data entry.
  • AI keys stored securely — Flutter flutter_secure_storage keeps API credentials off the server.

Financial Engineering

  • FIFO cost basis tracking — Industry-standard lot accounting for Brazilian tax reporting, including stock split adjustments.
  • FX impact separation — Distinguishes asset gains from currency (FX) gains by tracking the average BRL/USD rate at purchase time for each position.
  • CDI benchmarking — Compares portfolio returns against the Brazilian Central Bank overnight rate (CDI), the standard Brazilian performance benchmark.
  • Multi-currency live conversion — Brazilian Central Bank PTAX API for USD/BRL/EUR rates in real time.
  • Multi-provider market data resilience — Fallback chain: Yahoo Finance → Finnhub → Alpha Vantage → Twelve Data. Handles rate limits and outages without user-visible errors.

Mobile Architecture

Riverpod 3.x (Notifier API) for reactive state management with code generation. Retrofit + Dio for type-safe HTTP. Hive for local caching, OneSignal for push notifications, go_router for navigation.

Deployment

Flutter apps on App Store and Google Play. Web backend on Vercel (Node.js serverless functions proxy Yahoo Finance and Brazilian Central Bank to avoid CORS and protect API keys).

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