{"id":12736,"date":"2019-06-27T10:07:55","date_gmt":"2019-06-27T14:07:55","guid":{"rendered":"https:\/\/wealthica.com\/blog\/?p=12736"},"modified":"2019-06-27T10:07:55","modified_gmt":"2019-06-27T14:07:55","slug":"conversation-elayamani-krishnamoorthi-creator-portfolio-tracker-add-wealthica","status":"publish","type":"post","link":"https:\/\/wealthica.com\/blog\/conversation-elayamani-krishnamoorthi-creator-portfolio-tracker-add-wealthica\/","title":{"rendered":"A Conversation with Elayamani Krishnamoorthi, Creator of the Portfolio Tracker Add-On for Wealthica"},"content":{"rendered":"

I had an opportunity to sit down with Vancouver-based software developer and Wealthica supporter Elayamani Krishnamoorthi. He is the author of the Portfolio Tracker Add-On for Wealthica<\/a>, which enables users to compare their portfolio value against the total deposits made as of date. <\/p>\n

We discussed what attracted him to Wealthica, his reasons for conceiving the add-on and more.<\/p>\n

Phil Siarri: Hello Elayamanin, nice to connect with you. Can you tell me a little bit about your academic and professional background?<\/strong><\/p>\n

Elayamani Krishnamoorthi:<\/strong> Hi Phil, I am from India and did my undergraduate degree in Information Technology from CEG (College Of Engineering Guindy), in Chennai. During my college days, I was very passionate about computer networks and web development. I had developed a few websites for the internal college symposiums for multiple departments. <\/p>\n

\"Headshot
\nAfter college, I joined New York-based investment management firm D.E.Shaw as a software developer in 2010. I was a back end developer in the “Feeds Team” which took care of parsing market data from stock exchanges and feeding them into real-time trading applications. I had a great experience at D.E.Shaw and learnt much about trading and investments.<\/p>\n

During the beginning of 2015, I got an opportunity to work with Zenefits which was a hot startup around that time. Zenefits offers SaaS HR solutions and I was part of the benefits team. For that role I moved to Vancouver. There, I started as a full stack engineer and learnt a lot of things in web and product development. Currently, I am working as a consultant for a San Francisco-based startup.<\/p>\n

During my free time, I really enjoy developing plugins and add-ons for various websites.<\/p>\n

PS: What sparked your interest with Wealthica? What\u2019s a key feature you particularly like?<\/strong><\/p>\n

EK:<\/strong> I started trading in Canada last year and I had been looking for a tool to consolidate all my investment accounts. I was using Google Finance, Yahoo Finance, and Stockers.ca but everything was lacking one feature or the other. I was especially looking for a tool which automatically syncs data from my trading accounts. After quite a bit of exploration, I came to know Wealthica in one of the blog posts which mentioned that Wealthica is the “Personal Capital<\/a> of Canada”. The beauty of Wealthica which made me open an account without any hesitation is the API sync from Questrade. <\/p>\n

When I opened the account I didn’t realize the full power of Wealthica but over the period of time, I found it extremely useful for maintaining my portfolio. Wealthica is a simple tool for every investor which does investment consolidation and maintains a snapshot on a daily basis. For what’s it worth, trading accounts don’t provide portfolio snapshot across days, so Wealthica is the best alternative.<\/p>\n

I liked all the features of Wealthica but when I figured out the developer add-on, it became my favorite one.<\/p>\n

PS: You are the creator of the Portfolio Tracker Add-On for Wealthica. What made you want to conceive such? Can you explain its main functionalities and how it benefits Wealthica users?<\/strong><\/p>\n

EK:<\/strong> One thing that I always wanted to see is the P\/L (profit and loss) timeline and outstanding P\/L ratio. The Wealthica dashboard showed me the overall investment growth ratio but I wanted to exclude the deposits and see just the P\/L. I went through the existing add-ons and came to know about the developer add-on. I started googling if someone else had written any dev add-ons and came to know about the “wealthica-cryptos-addon<\/a>“. From there, I learned about the wealthica.js library and decided to write the developer add-on for my own needs basically.<\/p>\n

The add-on primarily focuses on showing the performance timeline which is the portfolio value against the total deposits made over the period of time. Wealthica has the portfolio value as-of date which helped me to easily build the P\/L timeline. <\/p>\n

\"Screenshot<\/p>\n

I also went ahead and added more charts to the same add-on to ease investor life. One chart among them is the stock timeline with the security transactions. The stock timeline helps investors to visualize all the transactions corresponding to security over a timeline.<\/p>\n

\"Screenshot<\/p>\n

PS: As a developer, did you enjoy the overall process of putting together the add-on? Was there anything that stood out?<\/strong><\/p>\n

EK:<\/strong> The wealthica.js<\/a> library is so simple and easily adaptable. The documentation is very good and the sample add-on helped me to easily understand how the library works. I was able to complete my initial P\/L timeline work within two days, the library was so easy to use.<\/p>\n

PS: Thanks a lot for your time Elayamani, I appreciate your answers. Anything else you\u2019d like to add?<\/strong><\/p>\n

EK:<\/strong> Nice talking to you Phil, it\u2019s a great pleasure for me to share my experience with you about Wealthica. You guys have done splendid work in building Wealthica for us, I am eagerly looking out for more features and updates.<\/p>\n

More information on the Portfolio Tracker Add-On for Wealthica (available in Wealthica at no extra cost).<\/a><\/h2>\n

If you are a developer, feel free to consult the add-on page on GitHub<\/a>.<\/h3>\n","protected":false},"excerpt":{"rendered":"

I had an opportunity to sit down with Vancouver-based software developer and Wealthica supporter Elayamani Krishnamoorthi. He is the author of the Portfolio Tracker Add-On for Wealthica, which enables users to compare their portfolio value against the total deposits made as of date. We discussed what attracted him to Wealthica, his reasons for conceiving the…<\/p>\n","protected":false},"author":7,"featured_media":12737,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12],"tags":[1419,62,1013,684],"class_list":["post-12736","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-journey-updates","tag-add-on","tag-aggregation","tag-interview","tag-wealthica"],"acf":[],"_links":{"self":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/12736","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/comments?post=12736"}],"version-history":[{"count":15,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/12736\/revisions"}],"predecessor-version":[{"id":13024,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/12736\/revisions\/13024"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media\/12737"}],"wp:attachment":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media?parent=12736"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/categories?post=12736"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/tags?post=12736"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}