Investment Fund Dashboard
Dashboards / Analytics UI & Automated Sync Pipeline
Portfolio analytics dashboard designed for wealth managers and investment firms to monitor performance, allocation, sector exposure, and portfolio composition.
Project Overview
Portfolio analytics dashboard designed for wealth managers and investment firms to monitor performance, allocation, sector exposure, and portfolio composition across multiple markets.
Built with Next.js and Supabase, the platform integrates data from Morningstar APIs and internal data sources. Workflow automations powered by n8n synchronize portfolio data, calculate key metrics, and maintain up-to-date reporting across the system.
Interactive visualizations, filtering capabilities, geographic allocation views, and performance analytics transform complex investment data into an accessible reporting experience for advisors and investors.
Automated Daily Sync Workflow
The investment analytics architecture incorporates a scheduled daily synchronization pipeline engineered in n8n. The workflow pulls pricing, valuation, and holdings data from market feeds and internal portfolios, executes currency conversions and risk calculations, and pushes clean snapshots to Supabase tables for zero-latency dashboard queries.
Scheduled Cron Ingestion: Automated triggers initiate data pipelines at market close to fetch updated asset valuations and exchange rates without manual intervention.
Data Validation & Transformation: Normalizes heterogeneous asset feeds into standardized financial schemas, checking for data anomalies prior to database writes.
Performance Metric Computation: Computes rolling sector exposures, benchmark deviations, and cumulative returns deterministically before serving to the client dashboard.