Ascent Portfolio - Witnessing Investment Growth One Record at a Time

January 30, 2026

I used Vibe coding to develop a website designed specifically for long-term investors — Ascent Portfolio:

Ascent Dashboard Interface

(Ascent Dashboard Interface)

  • Visible Growth Trajectory - Simply record each transaction, and the system automatically plots the net asset value curve. Watching assets grow with compound interest over time is the most reassuring moment for long-term investing.
  • Flexible Performance Review - Want to know the specific performance for "Full Year 2025" or "Last Three Years"? No need to drag formulas yourself; just switch dates to view profit/loss and returns for a specific period.
  • Asset Allocation & Rebalancing - Ascent can display current allocation ratios (Pie Chart) at any time and directly provide "Rebalancing Suggestions", telling you how much to add or sell to return to target percentages.
  • Transaction Record Filtering - Built-in complete Filter function. Whether you want to find "VTI bought three years ago" or "last year's dividends", you can quickly filter and find them for easy backtracking.
  • Suitable for long-term investment, investment targets are mainly ETFs/Stocks, main currencies are TWD/USD.

About the Birth of This Website

I am someone who is a bit obsessive about numbers and likes to control my full financial picture. I used to use Excel to record investments, connecting the GOOGLEFINANCE API in Google Sheets so that entering a ticker symbol would automatically update the current price and percentage change. I also created some simple tables and an asset allocation pie chart to track my investment status. Although Excel is powerful, it still has its limitations, especially when it comes to "Review" and "The Big Picture".

Excel Limitation 1
Excel Limitation 2

I recently started exploring AI Coding (currently popular Vibe Coding) and thought: "Since I have to keep records anyway, why not try this new mode of 'focusing only on logic, not agonizing over syntax' to build the ideal investment tool in my mind?"

The development process was interesting. Vibe Coding is like the "Index Investing" of programming — I don't have to spend time crafting every syntactic detail (like active stock picking), but rather focus on architecture and functional logic (asset allocation), leaving the execution work to AI.

The result was surprisingly satisfying. I finally built this fully functional, clean-interface Side Project.

Ascent Portfolio Report Feature

(Ascent Portfolio Report Feature)

Conclusion

Investing is a marathon. The hardest part is not stock selection, but "persistence". And on the road to persistence, we need a little "reward".

For me, the biggest reward Ascent Portfolio gives me is letting me see with my own eyes the financial fortress built brick by brick over the years.

From that 2022 Google Sheet to the current App, my goal has never changed: to make "long-term investing" simpler and more visible. If you also want to experience the sense of accomplishment of watching your net worth curve grow, welcome to try Ascent Portfolio.

If Ascent Portfolio can help investors like you persist during market panic: for five years, ten years, thirty years, then this sense of accomplishment in "helping fellow travelers become stronger together" is even more precious to me than the investment returns on paper.

Now, this is no longer just my personal ledger, but an invitation to witness the power of long-term investing together.