Financial analytics
FinDash is a full-stack financial dashboard for advisors and finance teams: portfolio KPIs, interactive charts, searchable client management, and data assembled in parallel from multiple sources with graceful degradation — all wrapped in bank-grade security and an automatic audit trail.
Live on Microsoft Azure| Client | Portfolios | Value | Last activity |
|---|---|---|---|
| Demo Client A | 3 | $412,000 | Today · edited (logged) |
| Demo Client B | 2 | $188,500 | Yesterday |
Interface preview rendered with fictional demonstration data.
Capabilities
Total value, portfolio counts, averages — with interactive pie and bar charts and a live portfolio table.
Full CRUD with search, client detail pages, and portfolio breakdowns.
Dashboard data assembled from four sources simultaneously — database, internal portfolio API, and external feeds — with graceful degradation and visible warnings when a source is down.
JWT authentication, hashed credentials, route guards, and server-side authorization: every advisor sees only their own clients, enforced on reads and writes.
Every create, update, and delete captured automatically — who, what, when, old and new values — browsable in-app.
Records are flagged, never destroyed — enforced globally at the data layer.
Book a walkthrough of the live environment and see the parallel aggregation and audit trail in action.