Allworth Financial — Client Portal Dashboard

A live, interactive client dashboard built for Allworth Financial's wealth management clients.

Features

• Real-time market ticker — S&P 500, NASDAQ, Dow, 10Y Yield, VIX, Gold with sparklines
• Interest rates & macro panel — Fed Funds, Prime, Treasury curve, Mortgage, CPI, Real Rate
• Portfolio performance — 90-day chart vs benchmark with show/hide balance toggle
• Asset allocation — Interactive donut chart (Equity, Fixed Income, Alternatives, Cash)
• Holdings table — Per-position value, weight bars, daily change
• Financial goals tracker — Retirement, estate, tax, insurance with progress
• Retirement income projection — Stacked bar chart through 2050
• Activity feed — Rebalances, dividends, tax-loss harvests, contributions
• Advisor contact — Direct scheduling CTA

Quick Start

# 1. Install dependencies
npm install

# 2. Start dev server
npm run dev

Opens at http://localhost:3000

Build for Production

npm run build
npm run preview

Tech Stack

• Vite — Build tool
• React 18 — UI framework
• Recharts — Charts & data visualization
• Lucide React — Icon library

Next Steps (API Integration)

• Market data: Finnhub / Polygon.io / Alpha Vantage
• Portfolio: Custodial APIs (Schwab, Fidelity, Pershing)
• Rates: FRED API (Federal Reserve Economic Data)
• Auth: OAuth 2.0 / SSO integration