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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.

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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

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