Trellis Money
What did I do?
Built a full-stack personal finance platform using Next.js, TypeScript, PostgreSQL on AWS RDS, and Drizzle ORM to help families aggregate bank and investment accounts, track net worth, and project their future financial health.
Role
Founder
Responsibility
- Database & Infrastructure: Designed the schema and migrations (Drizzle ORM + Drizzle Kit) running on a PostgreSQL AWS RDS instance.
- Integrations: Plaid for bank and investment data aggregation, Stripe for subscription billing, Supabase for authentication.
- Performance: Replaced table scans with index lookups, batched N+1 queries, and parallelized async syncs.
- Front End & Testing: Cash flow and net worth visualizations with Visx/D3, covered by Jest, React Testing Library, and Cypress.
- Deployment: Vercel hosting with Docker support.
Learn more about Trellis Money
Visit Trellis MoneyDashboard
Dashboard Light mode
Allows users to edit their expected annual rate of return.
Plaid Integration
Users can securely connect their accounts from financial institutions using Plaid.
Manage Multiple family members
Custom Authentication Portal
Authentication is handled securely through Supabase.
Subscriptions Page
Subscriptions are managed through Stripe.
Tools Used
