Portfolio Tracker
FinTechThis is a portfolio tracking application that allows users to monitor their investments in stocks, cryptocurrencies, and cash accounts in real-time. The app features user authentication, a detailed dashboard with interactive charts, and a seamless overview of all assets in one place, without enabling any transactions or actions on the assets themselves. Currently working on adding support for more asset types, including properties, private equity, trust funds, and companies, with future plans to integrate direct connections with brokers and banks for real-time account syncing.
The Problem
Investors needed a unified platform to track diverse investment portfolios across multiple asset classes (stocks, crypto, cash) without the complexity and security risks of transactional platforms. Existing solutions were either too complex or limited in scope.
The Process
Built a read-only portfolio tracking system with real-time data feeds, secure user authentication, and comprehensive analytics. Focused on data visualization and performance tracking without enabling any financial transactions.
My Role & Contribution
Full-stack developer responsible for system architecture, frontend development, backend API design, data encryption implementation, and real-time data integration from multiple financial APIs.
Challenges & Solutions
Ensuring data security and encryption standards while integrating multiple financial data sources with different APIs and rate limits. Solved by implementing robust encryption protocols and creating efficient data aggregation pipelines.
Outcome & Impact
Delivered a secure, real-time portfolio tracking platform with 99.9% uptime. Users can monitor their entire investment portfolio in one place with detailed analytics and performance metrics.
Key Features
- • Real-time portfolio tracking and monitoring
- • Interactive charts and data visualizations
- • Multi-asset support (stocks, crypto, cash)
- • Secure user authentication and data encryption
- • Performance analytics and reporting