# Jarr Case Study: Praemium and Class Portfolio Tracker

> Jarr brings Praemium and Class super accounts into one dashboard: performance, asset-class breakdown, live holdings and full transaction history.

- **URL**: https://www.nocodetalks.co/work/jarr
- **Site**: Nocodetalks, a one-person product studio that builds finance tools for US accounting firms, CFOs and fintech founders
- **Contact**: ankur@nocodetalks.co
- **Free 30-minute audit**: https://cal.com/nocodetalks/quick-catchup-30-min

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Case study · Client project · Australia · 2 months

# One dashboard for Praemium and Class super accounts.

Performance, holdings and transactions at a glance.

Project facts

Type

Client project

Based in

Australia

Timeline

2 months

Connects to

Praemium, Class

Website

[jarr.au](https://jarr.au)

[ ![Jarr portfolio performance](/_astro/jarr-performance.CBuMXy2x_2pmYFf.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/jarr-performance.CBuMXy2x%5F2pmYFf.webp)

**01**Portfolio performance

## What it does.

The main features, as built.

1. **01** Pulls performance data from Praemium and Class into one unified view.
2. **02** Portfolio breakdown by asset class with starting value, additions and withdrawals.
3. **03** Full holdings table with live market valuations.
4. **04** Complete transaction history with date-range filtering.

## Screens.

From the working product. Click any screen to see it full size.

[ ![Jarr asset class breakdown](/_astro/jarr-assets.CWyZSMv-_ZjaOHm.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/jarr-assets.CWyZSMv-%5FZjaOHm.webp)

**02**Asset class breakdown

[ ![Jarr holdings overview](/_astro/jarr-holdings.956zLELR_Z1FLl7D.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/jarr-holdings.956zLELR%5FZ1FLl7D.webp)

**03**Holdings overview

[ ![Jarr transactions list](/_astro/jarr-transactions.Ia9ZlG5K_HyRhT.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/jarr-transactions.Ia9ZlG5K%5FHyRhT.webp)

**04**Transactions list

[ ![Jarr holdings with date filter](/_astro/jarr-holdings-filter.ubbvP3Vk_28q1mc.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/jarr-holdings-filter.ubbvP3Vk%5F28q1mc.webp)

**05**Holdings with date filter

## More work.

Other builds from the studio.

- [Own product · 1 month Chasebot Automated SMS and email invoice chaser with real-time Xero sync. **Read the case study**](https://www.nocodetalks.co/work/chasebot)
- [Client project · 3 months Accelerated Strategies HELOC-powered debt payoff calculator with Plaid account linking and scenario planning. **Read the case study**](https://www.nocodetalks.co/work/accelerated-strategies)
- [Client project · 1 month Calibrate Life-stage financial planning platform that connects bank accounts and builds a plan around where you are in life. **Read the case study**](https://www.nocodetalks.co/work/calibrate)
- [Client project · 2 months TSquared Labs Internal dashboards pulling data from Mindbody, Trainerize and GoHighLevel for a personal training company. **Read the case study**](https://www.nocodetalks.co/work/tsquared-labs)

## Need something like Jarr for your firm?

A free 30-minute call on your workflow, then the one problem worth solving first, with a fixed scope and price.

[Book the free audit ](https://cal.com/nocodetalks/quick-catchup-30-min)