Portfolio Dashboard
Built an Informative portfolio dashboard to visualize the user's portfolio and performance and provide actionable insights to optimize the portfolio.
Overview
Designed and engineered a full-stack fintech dashboard to bridge the gap between complex financial data and actionable user insights. The platform integrates interactive analytics—including benchmark overlays against the S&P 500 and Bitcoin—to provide a comprehensive view of risk exposure, returns, and portfolio composition. To lower the barrier to sophisticated financial analysis, I architected an AI chatbot that translates performance drivers and technical metrics into plain-language optimization strategies. By combining a Next.js/FastAPI stack with LLM-integrated workflows, the project demonstrates a product-first approach to building accessible, high-utility financial tools. This dashboard serves as a robust proof-of-concept for how AI-native engineering can democratize institutional-grade portfolio management.
Onboarding
A 7-step onboarding flow with a quiz that captures everything needed to build a personalized financial profile — income, savings, credit score, debt breakdown, and existing portfolio holdings. The flow branches intelligently: users without a portfolio skip the asset selection steps entirely.
- Annual income, savings, and credit score capture
- Debt breakdown by category (Student Loans, Mortgage, Auto, Credit Cards)
- Portfolio asset selection from a universe of 20 assets across Stocks, Bonds, Crypto, and Cash
- Branching flow — skips asset steps if user has no existing portfolio
Portfolio Health
A holistic financial health dashboard that distills complex financial data into a single actionable score, paired with AI-generated insights and a milestone calculator to visualize long-term compounding.
- Health Score card (0–1000 scale: Poor / Fair / Good / Excellent)
- Net Worth and Total Debt summary cards with category breakdown
- Custom SVG arc gauge for Credit Score (300–850)
- Asset Allocation breakdown chart
- AI-generated health insights, portfolio insights, and action items
- Compounding milestone calculator with 1–40 year interactive slider
Portfolio Dashboard
Institutional-grade portfolio analytics accessible to any investor. Performance is benchmarked against the S&P 500 and Bitcoin, and over 40 financial metrics are surfaced across 9 accordion sections — from Sharpe ratio to tail risk.
- Net worth hero card and asset class breakdown
- Performance chart benchmarked against S&P 500 and Bitcoin
- Stacked individual asset chart and allocation pie/donut
- 40+ financial ratios across 9 accordion sections: Return Quality, Risk-Adjusted Returns, Drawdown & Downside Risk, Market Sensitivity, Tail Risk, Concentration, Allocation Breakdown, Volatility, and Practical metrics
AI Advisor
An AI financial advisor with two modes: a multi-turn chat interface grounded in the user's full financial profile, and a credit card recommendation engine that scores and ranks 15 cards by fit.
- Multi-turn AI chat grounded in full financial profile context
- 4 starter prompt chips for common financial questions
- Credit card recommendation engine with match scores (0–100) and approval likelihood
- 15-card catalog with category badges, annual fee indicators, and expandable reasoning