Financial Portfolio Dashboard
A real-time investment tracking platform that consolidates stocks, options, and crypto from multiple sources into one unified view — with AI-powered analysis and cross-device sync.
The Problem
- •Investment data scattered across multiple brokerage apps
- •No unified view of stocks, options, and crypto together
- •Manually checking SEC filings is tedious and error-prone
- •Options tracking tools are expensive or overly complex
The Solution
- •One dashboard that pulls from all data sources
- •Real-time quotes with after-hours pricing
- •AI-powered SEC filing summaries delivered automatically
- •Options tracking with Greeks and P/L calculations
How It Works
Data flows from multiple providers through serverless API routes into a unified frontend experience.
Data Sources
Stock quotes, earnings, fundamentals
Real-time options chains and Greeks
Brokerage account sync (Fidelity, Robinhood, etc.)
Filing alerts and AI-highlighted summaries
40+ Serverless APIs
Vercel Edge Functions with caching
Dashboard UI
Vanilla JS + Tailwind CSS
Key Features
Everything you need to track investments in one place.
Multi-Tab Portfolios
Create unlimited portfolio tabs with drag-and-drop columns. Organize stocks by sector, strategy, or any criteria you choose.
Real-Time Quotes
Live price updates every 60 seconds during market hours. Separate after-hours pricing display when markets close.
Options P/L Tracking
Multi-leg spread tracking with real-time Greeks calculations. Monitor calls, puts, straddles, and butterflies.
AI Chat Assistant
Interactive AI with real-time tool calling. Ask about any stock and get live prices, analysis, and portfolio insights.
SEC Filing Alerts
Automatic notifications for 10-K, 10-Q, and 8-K filings. AI-highlighted key sections so you don't miss important disclosures.
Cross-Device Sync
Optimistic locking with conflict resolution. Work on desktop, check on mobile - changes sync automatically.
Tech Stack
Built for performance, reliability, and maintainability.
Vanilla JS
Zero-framework approach for minimal bundle size
Tailwind CSS
Utility-first styling with responsive design
Vercel Serverless
40+ API routes with edge caching
Vercel KV
Redis-based state sync across devices
Neon PostgreSQL
Portfolio snapshots and trade history
Clerk
User authentication and session management
Stripe
Subscription billing with promo codes
Vercel AI Gateway
Multi-model access (Claude, GPT, Gemini)
Benefits
For Individual Investors
- See all holdings in one unified dashboard
- Track options positions with real-time P/L
- Get AI summaries of SEC filings that matter
- Import holdings directly from brokerages
Technical Achievements
- Zero-framework frontend = faster load times
- Optimistic locking prevents data conflicts
- Edge caching reduces API costs by 90%
- Graceful degradation when services fail
Need a custom dashboard?
I can build data dashboards that consolidate multiple sources, automate workflows, and give you the visibility you need.