March 18, 2025
Fintech Dashboard Platform
A modern financial technology dashboard that displays real-time data visualizations, transaction history, and account management features.
The Problem
The client needed a personal finance dashboard to track investment portfolio performance across multiple holdings with real-time P&L visibility.
The Outcome
Delivered a live dashboard with Stripe API integration, real-time portfolio P&L tracking, transaction management, and secure JWT authentication with refresh token rotation.
Timeline
4 weeks
from kickoff to delivery
Key Features
- ✓Portfolio summary with breakdown of the total value in preferred currency
- ✓Total P&L value with green for gains and red for losses
- ✓Number of holdings available as of the time of logging in
- ✓Transaction breakdown of the type, symbol, quantity, price and date. With actions to delete from the current transactions table modal. Including a dynamic search where you can filter the transactions based on type and also manual addition of transactions not automatically traced by the application
Challenges & Solutions
Ensuring data accuracy and real-time updates while maintaining security was crucial. I implemented WebSockets for live data and JWT authentication with refresh token rotation for enhanced security.
Technologies
ReactNext.jsTypeScriptTailwind CSSChart.jsStripe API
Status:Completed
Tech Stack:6 technologies
Features:4 key features
Timeline:4 weeks
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