AI-POWERED. BUILT TO SCALE.

Get Free Consultation
Back to Case StudiesWeb Application

Finance Dashboard

A real-time investment analytics dashboard aggregating multi-account portfolio data into one view — built for a fintech client whose users were previously piecing this together across three different broker exports.

3Broker accounts unified into one live view
<1sQuery time on historical time-series data
0Manual spreadsheet reconciliation needed

The Challenge

Users were manually piecing together portfolio performance across three different broker exports in spreadsheets, with no single real-time view of allocation or risk.

The Approach

Built a purpose-built time-series data layer for sub-second historical queries, aggregated multi-account portfolio data into one live dashboard, added interactive allocation/performance/risk charts, and automated daily and monthly PDF/CSV reports by email.

What Was Built

  • Live portfolio valuation aggregated across multiple linked brokerage accounts
  • Interactive charts for allocation, performance, and risk exposure over custom date ranges
  • Automated daily and monthly PDF/CSV reports delivered by email
  • Sub-second query performance on historical data via a purpose-built time-series layer

Technologies Used

React.jsTypeScriptNode.jsTimescaleDBWebSockets

Want Results Like Finance Dashboard?

Let's discuss your project and turn your ideas into reality.

Start a Project
EnquiryEmailContactFeedback