Detailed portfolio overview
The dashboard gives an instant snapshot of holdings, market value, profit/loss, and diversification so investors can understand portfolio movement without digging through spreadsheets.
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Python
Django
Angular
GCP
MySQL
Personal project / Investment analytics platform
Stock Portfolio Management
A portfolio management platform for tracking holdings, market value, gain/loss, dividends, transactions, and brokerage imports through a practical investment dashboard.
Python
Django
Angular
GCP
MySQL
Portfolio view
Holdings, market value, gains, diversification, and portfolio health in one place.
Income tracking
Dividend dates, expected payouts, and historical income reporting.
Trade records
Buy/sell transactions, imports, balances, and cost-basis calculations.
Product capabilities
Built for investment visibility, income tracking, and clean portfolio data
Track individual securities
View detailed performance for each stock, connecting holdings data with portfolio-level performance and analytics.
Dividend tracking and income reports
Track upcoming dividend dates, expected amounts, ex-dividend dates, payment dates, and historical dividend income.
Past payouts and expected income
Make dividend income easier to inspect by presenting payout history and future expectations alongside portfolio data.
Transaction history and trade management
Record buy/sell transactions and dividend income, linking every trade to holding performance, cost basis, and gain calculations.
Import from brokerages
Upload CSV and QIF files to sync trades and balances, reducing manual entry and keeping investment data cleaner.
Analytics-oriented full-stack delivery
Demonstrates dashboard UX, financial calculations, backend data processing, database design, and cloud-ready product architecture.
Project takeaway
An investment analytics product that turns portfolio data into decisions.
This project shows data-heavy product design, investment tracking, dividend reporting, import workflows, transaction modeling, and scalable full-stack engineering.