BlackObsidian

Asset Management

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Wealth Manager

Mutual Fund Wealth Management System. Comprehensive portfolio tracking, risk analysis, and reporting dashboard.

Project Overview

A comprehensive mutual fund wealth management system featuring advanced portfolio tracking, risk analysis, and automated reporting. The platform provides real-time NAV updates, portfolio rebalancing recommendations, tax optimization strategies, and detailed performance analytics. Built with a modern tech stack, it serves both individual investors and financial advisors.

Timeline: 10 months
Status: Production

Key Features

Real-time portfolio tracking and NAV updates

Advanced risk analytics (VaR, Sharpe, Sortino)

Automated rebalancing recommendations

Tax loss harvesting optimization

Multi-currency support

Customizable reporting and dashboards

Technology Stack

Full StackPostgreSQLAnalytics

Architecture

Frontend

  • React
  • TypeScript
  • Recharts
  • TailwindCSS

Backend

  • Node.js
  • Express
  • PostgreSQL
  • Redis

Infrastructure

  • AWS EC2
  • RDS
  • CloudFront
  • S3

Challenges Overcome

Handling real-time NAV updates for 10,000+ funds
Implementing complex tax optimization algorithms
Ensuring data accuracy across multiple sources
Building scalable reporting engine

Key Outcomes

Tracking $5M+ in assets under management
Serving 200+ active users
Generated 1,000+ automated reports
Achieved 99.9% data accuracy rate

Interested in this project?

View the source code on GitHub or explore more projects in my portfolio.

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