Investment Portfolio Tracking with SAFIA

SAFIA acts as your personal portfolio manager — record every asset you own, track its real-time value in Indonesian Rupiah, and get smart rebalancing suggestions whenever your allocation drifts from your target. All of this happens through natural Telegram conversation, with no apps or spreadsheets required.

Supported Asset Types

SAFIA tracks the following asset classes, each with real-time pricing:

Asset Type	Examples	Pricing Source
Saham IDX (Indonesian stocks)	BBCA, TLKM, GOTO	TradingView Screener
Saham US (US stocks)	AAPL, TSLA, NVDA	TradingView Screener
Crypto	BTC, ETH, SOL	CoinGecko
Emas (Gold)	Antam, LM	harga-emas.org
Perak (Silver)	Silver gram	bullion-rates.com
Forex	USD/IDR, EUR/IDR	TradingView
Lainnya (Other)	P2P lending, reksa dana	Manual value

Adding Assets

Tell SAFIA what you bought. You can specify either the amount you spent (SAFIA will fetch the real-time price and calculate units automatically) or the exact quantity and unit price if you know them.

By nominal amount
By quantity and price
Multiple lots

Provide the total amount you spent in IDR or USD — SAFIA fetches the current price and calculates how many units you got.

You:    Beli saham Tesla 8 juta

SAFIA:  ✅ Tercatat beli TSLA senilai Rp 8.000.000.
        Harga saat ini Rp 26.450.000/lembar → 0,30 lembar.
        Portfolio saham US kamu sekarang Rp 8.000.000.

You:    Buy BTC for 500 dollars

SAFIA:  Got it! BTC purchase recorded at $500 (~Rp 8.125.000).
        Current price: $97,400 → 0.00513 BTC added to your portfolio.

If you know the exact units and price per unit, provide both directly.

You:    Beli 100 lembar BBCA harga 9.500 per lembar

SAFIA:  ✅ 100 lembar BBCA @ Rp 9.500 = Rp 950.000 tercatat.
        Total posisi BBCA kamu: 100 lembar (Rp 950.000).

You:    Tambah 50 gram emas harga 1.580.000 per gram

SAFIA:  50 gram emas @ Rp 1.580.000/gr dicatat ✅
        Nilai emas kamu: Rp 79.000.000.

You can record multiple purchases of the same asset over time — SAFIA tracks each lot separately for accurate FIFO sell calculations.

You:    Beli lagi 0.1 ETH harga 52 juta

SAFIA:  Lot baru ETH ditambahkan: 0,1 ETH @ Rp 52.000.000.
        Total posisi ETH: 0,35 ETH (2 lot).

SAFIA uses real-time prices to calculate units when you provide a nominal amount. If a price is unavailable (e.g., an obscure token or delisted stock), SAFIA will ask you to provide the quantity and unit price manually.

Selling Assets (FIFO Method)

When you sell an asset, SAFIA reduces your holdings using First In, First Out (FIFO) — the oldest lots are sold first. Just tell SAFIA what and how much you sold.

You:    Jual 50 lembar BBCA

SAFIA:  ✅ 50 lembar BBCA terjual.
        Lot pertama (100 lembar @ Rp 9.500) dikurangi → sisa 50 lembar.
        Nilai posisi BBCA yang tersisa: Rp 475.000.

You:    Sold 0.005 BTC

SAFIA:  BTC sale recorded ✅ — 0.005 BTC removed (FIFO from your oldest lot).
        Remaining BTC position: 0.00813 BTC.

If you try to sell more than you hold, SAFIA will sell only what is available and inform you of the actual quantity recorded.

Viewing Your Portfolio

Ask SAFIA for a portfolio overview at any time. You’ll get total value in IDR, a breakdown by asset type, and individual positions.

You:    Tampilkan portfolio ku

SAFIA:  Portfolio kamu (total Rp 142.500.000):

        📈 Saham IDX — Rp 55.000.000 (38,6%)
           • BBCA 50 lembar · Rp 475.000
           • TLKM 1.000 lembar · Rp 4.100.000
           ... (dan 3 lainnya)

        🪙 Crypto — Rp 43.500.000 (30,5%)
           • BTC 0,00813 BTC · Rp 35.375.000
           • ETH 0,35 ETH · Rp 8.125.000

        🥇 Emas — Rp 44.000.000 (30,9%)
           • 50 gram LM · Rp 44.000.000

Total Portfolio Value

Sum of all assets converted to IDR at current market prices.

Allocation Breakdown

Each asset type’s value and percentage share of the total portfolio.

Individual Positions

Quantity, current price, and total value for each asset you hold.

Filter by Type

Ask “show my crypto” or “lihat saham IDX ku” to view a single asset class.

Portfolio Rebalancing

SAFIA can compare your current allocation against a target you define, and tell you exactly how much to buy or sell in each category to reach your goal.

State your target allocation

Tell SAFIA your desired allocation as percentages across asset types.

You:    Aku mau rebalance portofolio. Target: saham 50%, crypto 30%, emas 20%.

SAFIA:  Oke, aku analisis portfoliomu sekarang...

Review the suggestions

SAFIA compares your current allocation to the target and tells you exactly what to buy or sell.

SAFIA:  Rebalancing menuju 50% Saham / 30% Crypto / 20% Emas
        (total portfolio Rp 142.500.000):

        📈 Saham IDX (38,6% → 50%)
           Beli tambahan Rp 16.250.000

        🪙 Crypto (30,5% → 30%)
           Pertahankan ✅

        🥇 Emas (30,9% → 20%)
           Jual sekitar Rp 15.575.000

Execute trades at your own discretion

SAFIA provides guidance only — you decide which trades to execute and record them via chat when done.

SAFIA is a financial record-keeping and education tool, not a licensed broker. All investment decisions are yours.

Deleting Assets

Delete specific asset lots

Ask SAFIA to remove a specific position by describing it.

You:    Hapus posisi TLKM ku

SAFIA:  Posisi TLKM (1.000 lembar) sudah dihapus dari portfolio ✅

Reset entire portfolio

To clear all asset records, ask SAFIA to reset your portfolio.

You:    Reset portfolio ku semuanya

SAFIA:  Yakin? Ini akan menghapus semua aset secara permanen.
        Ketik "ya, reset portfolio" untuk konfirmasi.

You:    ya, reset portfolio

SAFIA:  Portfolio dihapus 🗑️ — 12 aset (7 posisi) telah dihapus.
        Mulai portofolio baru kapan saja.

Resetting your portfolio is permanent. SAFIA will ask for explicit confirmation before deleting all asset records.

Get Started

Core Features

Telegram Bot

Admin Dashboard

Help

Investment Portfolio Tracking with SAFIA

Supported Asset Types

Adding Assets

Selling Assets (FIFO Method)

Viewing Your Portfolio

Total Portfolio Value

Allocation Breakdown

Individual Positions

Filter by Type

Portfolio Rebalancing

Deleting Assets

​Supported Asset Types

​Adding Assets

​Selling Assets (FIFO Method)

​Viewing Your Portfolio

Total Portfolio Value

Allocation Breakdown

Individual Positions

Filter by Type

​Portfolio Rebalancing

​Deleting Assets

Supported Asset Types

Adding Assets

Selling Assets (FIFO Method)

Viewing Your Portfolio

Portfolio Rebalancing

Deleting Assets