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Portfolio Dashboard

Interactive dashboard for tracking investment portfolios with real-time stock data, charts, and performance analytics.

Portfolio Dashboard - Frontend Application

Overview

Portfolio Dashboard is an interactive analytics UI for investments. It combines real-time market data with a modular widget system so users can build a view that matches their workflow.

Goal: make performance and risk obvious at a glance — without sacrificing depth.

What the user can do

  • Track performance: daily/weekly/monthly returns with benchmarks
  • Visualize allocation: sector split and asset breakdown
  • Set alerts: price thresholds and volatility warnings
  • Customize layout: widgets, ordering, and saved views

Implementation

Built with Next.js + TypeScript for strong typing and fast routing. Charts are rendered with reusable components and sensible defaults.

  1. Data fetching: cached API calls with graceful fallbacks
  2. State: predictable updates for streaming prices
  3. UX: responsive layout and accessible chart labels

Rich reporting

The dashboard supports narrative blocks with bold callouts, italic explanations, underlined warnings, and links to details like risk methodology and release notes.