A JavaScript library to allocate and optimize financial portfolios.

Track your net worth and investment portfolio with automatic price updates, asset allocation, expense tracking, and FIRE calculator. Modern alternative to spreadsheets. Next.js + Firebase + TypeScript.

A web app developed with React.js that manages and provides visualizations for portfolio asset allocations.

A responsive and modern portfolio dashboard for wealth management, built with React, Express.js, and Recharts. Features real-time asset allocation, performance tracking, and dark mode support.

Investment portfolio management app featuring DAVI (fundamental stock analysis) and HYDRA (asset allocation) methods. Built with React, Node.js, Express, and SQLite. Integrates with Brazilian financial APIs.

Built a modern, responsive, and interactive portfolio dashboard built with Next.js, Tailwind CSS, and Radix UI components, offering real-time updates of your stock investments and sector allocations.

This project is a backend service designed to handle the allocation of customer funds into various investment portfolios. Built with Node.js, Express.js, and TypeScript, it provides a robust and precise mechanism for distributing deposits according to predefined investment plans.

Teroxx Portfolio Allocation Model v3.6 — Interactive web app (FastAPI + HTMX + Chart.js)

Node.js/TypeScript API for splitting robo-advisor investment orders across model portfolio allocations

Next.js app: AI-powered market chat with live NASDAQ/ES data, streaming LLM responses, and portfolio allocation

Dynamic portfolio rebalancing engine built with Node.js and MongoDB that adjusts target allocations based on risk profile and market conditions, detects allocation drift, and generates rebalancing recommendations.

🧙 Personal investment portfolio tracker built with Next.js + SQLite. Auto-fetches prices for B3, FIIs, US stocks and crypto. Track allocations, rebalance targets and portfolio evolution.

An API developed with Express.js that calculates portfolio asset allocations and provides feedback according to user-defined target weights and contribution amount.

Portfolio Performance Enhanced is a privacy-focused Next.js/TypeScript web app. It imports CSV data from Portfolio Performance software to provide advanced financial analytics, visualizations, and insights for investment portfolios, covering performance, risk, and asset allocation.

A comprehensive full-stack portfolio analytics dashboard built with React, Node.js, Prisma ORM, and NeonDB. The application features a live backend API and a responsive frontend dashboard for visualizing portfolio holdings, asset allocation, performance, and more.

self-hosted investment portfolio tracker built with Next.js. Track your ETFs and stocks, monitor asset allocation, get rebalancing alerts, and view historical performance — all without any cloud dependency.

Develop a cryptocurrency portfolio tracker that allows users to monitor their cryptocurrency investments, track portfolio performance, and receive price alerts. You can use technologies like React or Vue.js, integrate with cryptocurrency APIs or exchanges, and provide visualizations of portfolio value and asset allocation.

AI voice portfolio analyzer built with MCP, Ollama (Llama3), and Next.js. Upload a portfolio and ask questions by voice while the AI uses MCP tools to fetch live market data and analyze risk, sector allocation, and performance.

A simple and elegant Wealth Management Dashboard built with Flask and Chart.js. Visualizes asset allocation, portfolio growth, net worth, and upcoming financial actions — all in a single responsive interface.

I built a portfolio rebalancing web app using Node.js, Express, SQLite, and vanilla JavaScript. It compares a client’s current investments with the recommended allocation, calculates drift, and suggests buy or sell actions. It also allows editing target allocations, saving rebalancing sessions, and viewing the history of recommendations.

A lightweight crypto portfolio tracker using vanilla JS, Chart.js, and CoinGecko API. Add assets, view real-time prices, track total value, visualise allocations with a pie chart, and monitor historical performance with a line chart. Data persists in localStorage.

ManSkiller is a user-friendly portfolio management app for streamlining project and task management. Vue.js and Python (Flask) power the app, allowing easy CRUD operations, resource allocation, and advanced project listing features. Efficient, comprehensive, and accessible.

YieldWise is a personal portfolio dashboard built to track stocks, mutual funds, ETFs, crypto, and precious metals in one place. It fetches live market data, calculates returns and daily performance, and visualizes asset allocation through an intuitive React-based interface with a Node.js backend.

A React/Next.js web app that lets users search cryptocurrencies via the CoinGecko API, view live price charts and stats, and build a personalized portfolio. It supports buying, selling, and persistent storage with localStorage, plus a dashboard showing total value, asset allocation, and performance analytics.

This project shows how to create an AI agent that streams the portfolio analysis workflow in real-time. Built with CrewAI (backend), React/Next.js (frontend), the CopilotKit's AG-UI Protocol enables users to watch the agent fetch stock data, calculate allocations, and generate insights live.

A lightweight Next.js + TypeScript portfolio dashboard that tracks my equity holdings, watchlist, annual performance, and open positions. It displays key fundamentals (market cap, P/S, 1Y performance), allocation visuals, and deep-dive pages with thesis/bear case for each company. Built for fast research, clean UI, and investor-focused clarity.