Foxgold

The problem Portfolio records, research and investment decisions need to stay connected. A balance alone doesn’t explain the evidence behind a decision or what needs attention next.

What I built A workspace for AU and US portfolios, holdings, transaction records, live market data, research, due diligence, saved reports and AI-assisted summaries.

What needed care Imported statements must reconcile with the ledger. Live prices and dated report snapshots serve different purposes. Permissions and explicit human approvals control each stage of the investment workflow.

What it makes possible Users can review positions, follow the evidence behind a decision and trace it through approval and reconciliation. AI assists research; people make the decisions.

Foxgold brings portfolio visibility, investment research and regular reviews into one private workspace. The challenge is to connect the numbers with the source material and follow-up work that explain what needs attention.

The public landing page introduces that idea with an illustrative portfolio overview, a clear Australian and US portfolio focus, and a restrained gold-on-dark visual direction. It gives prospective users a view of the platform’s purpose before inviting them to discuss access.

The platform presentation groups holdings, cash, performance and concentration into a portfolio view. As-of times and data-quality signals are part of that picture, helping users understand the context of the information they are reviewing.

The landing page organises the capabilities into four areas: portfolio visibility, source-backed research, work needing attention and reporting. This gives a complex product an understandable structure, while keeping the relationship between an overview and a single holding clear.

The research workflow links a portfolio position to its source material, then to an informational assessment and a follow-up review. Company research, due diligence, risks and catalysts remain part of the same context as the holding being examined.

The illustrative workflow makes that sequence visible without exposing a private portfolio. It presents Foxgold as decision support: source-backed research and system assessments help users investigate, while responsibility for investment decisions and trades stays with the user.

Broker updates, review dates and workflow tasks create a path from the current portfolio picture to the next piece of research. The process starts by bringing positions and evidence together, then surfaces exceptions and gaps before presenting an assessment for review.

Dated snapshots and PDF reports preserve the context of a shared portfolio picture. The landing page connects morning briefs, reporting and history with the same review cycle, so current information and a previously shared snapshot have distinct roles.

The early-access section explains that Foxgold is available by invitation. Its form asks for the visitor’s name, email, organisation, investment context and the part of their workflow they want to improve, creating a useful starting point for an access conversation.

The page explains that submitting an interest request does not create an account, and links the privacy policy beside the form. Public previews communicate the product’s structure while the portfolio workspace remains permissioned. The screenshots in this case study show the landing page and its illustrative interfaces.