Easefolio fund management platform
Black Mountain Fund runs fund accounting, investor reporting and an AI assistant on Easefolio, while a modern replacement is rebuilt behind evidence-checked migration gates.
The problem
The fund's platform calculates fund value, investor shares, fees and gains. It had grown large and hard to change, and replacing it could not put a single investor number at risk.
What I did
Maintains and extends the production platform, grounded its AI assistant's figures in fund data, and leads the rebuild with a migration control plane that proves each part matches before cutover.
Easefolio records each fund's deposits, withdrawals, trades and transfers, then calculates fund value, each investor's share and the related fees and gains. The work is about keeping that trustworthy while making it faster to change.E3
Evidence
Every outcome and capability claimed here is tied to a record. Public records link out; private build records were verified on the date shown and are not published.
The platform's AI assistant answers with figures grounded in the fund's own data.
Evidence: E1
The replacement is built behind migration controls and CI gates from its first commit.
Evidence: E2
Fund managers keep using the production platform while it is modernized into smaller, characterized modules.
Evidence: E3
- E1Ground AI assistant figures and fix chat visualsPrivate build record, verified October 23, 2026
- E2Add migration controls, app scaffold and CIPrivate build record, verified August 12, 2026
- E3Refactor oversized engines and services into characterized modulesPrivate build record, verified October 27, 2026
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