Project
Active
Portfolio Manager
A single-tenant family-office web platform that tracks assets and transactions, computes holdings and allocation in EUR, and provides authenticated portfolio operations dashboards.
01 / Showcase
02 / Features
- 01 End-to-end portfolio engine: holdings, P&L, allocation, and equity snapshots in EUR
- 02 Provider architecture for prices, FX, news, and financial data with fallback logic
- 03 Authenticated operations UI for dashboard, assets, transactions, and rebalance actions
- 04 Automated refresh pipelines with cron endpoint, validation safeguards, and Dockerized setup
03 / Stack
Tags & Technologies
Overview
Portfolio Manager is my secure operating system for capital allocation. It centralizes assets, transactions, valuation, and allocation drift in one authenticated interface. The stack combines Next.js, TypeScript, PostgreSQL/Prisma, and a modular provider layer for prices, FX, news, and financial statements.
The platform includes a valuation engine for holdings and equity history, rule-based allocation and rebalance workflows, and admin refresh orchestration to keep market and reference data current. It is built for disciplined, single-user family-office management with production-grade API surfaces and operational controls.