Investment Fund Dashboard

Project Overview

Portfolio analytics dashboard designed for wealth managers and investment firms to monitor performance, allocation, sector exposure, and portfolio composition across multiple markets.

Built with Next.js and Supabase, the platform integrates data from Morningstar APIs and internal data sources. Workflow automations powered by n8n synchronize portfolio data, calculate key metrics, and maintain up-to-date reporting across the system.

Interactive visualizations, filtering capabilities, geographic allocation views, and performance analytics transform complex investment data into an accessible reporting experience for advisors and investors.