FinDash: Crypto & Stock Portfolio

Next.js TypeScript Tailwind CSS Redis AWS Lambda

A comprehensive financial dashboard that aggregates data from 15+ cryptocurrency and stock market APIs. Features include real-time customizable charting using TradingView libraries, automated portfolio rebalancing suggestions, and tax-loss harvesting calculations.

The Problem

Retail investors often have their assets scattered across multiple brokerages and crypto exchanges, making it difficult to get a unified view of their net worth, aggregate risk exposure, and potential tax-loss harvesting opportunities.

Architecture & Tech Stack

Built on Next.js utilizing Server-Side Rendering (SSR) for fast initial loads. To handle API rate limits from 15 different financial data providers, I implemented a robust caching layer using Redis. Data fetching and calculation-heavy tasks (like tax-loss harvesting algorithms) are offloaded to AWS Lambda functions via an API Gateway.

Impact & Outcome

The platform provides a strictly unified view of user assets with sub-second dashboard load times, despite gathering data from over a dozen disparate sources. It successfully processes over 2 million price updates daily.

View Live Demo Source Code