Portfolio Analytics Platform
Real-time analytics for alternative investment portfolios
Overview
A web-based platform that aggregates portfolio data across alternative investments and provides real-time risk analytics, performance attribution, and reporting.
Problem
Alternative investment managers often rely on spreadsheets and fragmented tools to monitor portfolio performance. This leads to delayed insights and poor risk visibility.
Approach
Built a Next.js dashboard with Python-based analytics backend. Integrated multiple data feeds and implemented Monte Carlo simulations for risk modeling. Focused on clean UX so non-technical users could self-serve.
Outcome
Used by 3 small fund managers. Reduced weekly reporting time from 4 hours to 15 minutes. Portfolio risk visibility improved from monthly to real-time.
Learnings
Learned that the hardest part of a data product is not the analytics - it is data normalization. Spent 60% of development time on ETL pipelines and data quality checks.