This project was developed in 2022 for a small asset management firm to monitor the intraday performance of their funds and track key operational KPIs in real time.
The dashboard was designed with two primary objectives:
- Performance Monitoring – Providing the team with a centralized interface to track fund performance and other critical operational metrics throughout the trading day.
- Investor Transparency & Engagement – Offering a tool to showcase asset selection rationale to potential investors, helping them understand the systematic approach behind investment decisions. This transparency played a role in securing additional investments for the firm.
- The original implementation integrated with an API built using FastAPI, which fetched data from the firm’s relational database and external sources.
- The UI was designed to present real-time insights in an intuitive and user-friendly manner.
The data presented in this demo is entirely fictional. The current version uses faker.js to generate synthetic data for UI population. In the real-world implementation, the dashboard was connected to live financial data sources via the FastAPI backend.