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Financial portfolio dashboard using cloud APIs

Why Choose This Project?

Managing investments across multiple platforms (stocks, crypto, mutual funds, etc.) is often complex. A cloud-powered portfolio dashboard integrates multiple financial APIs into one unified platform, enabling real-time tracking, performance analysis, and visualization of investments. This project highlights API integration, cloud storage, and secure data visualization—all highly valuable skills in FinTech.

What You Get

  • A personal finance dashboard with aggregated data from stock, crypto, and banking APIs.

  • Real-time performance tracking of investments.

  • Secure cloud storage for user preferences and portfolios.

  • Insightful visualizations and analytics powered by cloud services.

Key Features

Feature Description
Multi-API Integration Connect to stock APIs (Alpha Vantage, Yahoo Finance), crypto APIs (CoinGecko), and banking APIs.
Portfolio Tracking Add, edit, and monitor stocks, bonds, crypto, or mutual funds in one place.
Cloud-Based Storage Store portfolio data securely in a cloud database (AWS DynamoDB, Firebase, or GCP Firestore).
Data Visualization Graphs and charts for profit/loss, asset allocation, and market trends using tools like Chart.js or Power BI.
Alerts & Notifications Cloud Functions/Lambda send alerts when stock prices hit thresholds.
Role-Based Access Secure login and multi-device access with authentication (AWS Cognito, Firebase Auth).
Export Reports Generate downloadable reports (PDF/Excel) of financial summaries.

Technology Stack

Frontend (User Interface):

  • React.js / Angular / Vue.js

  • Bootstrap / TailwindCSS for UI styling

  • Chart.js / D3.js for visualizations

Backend (APIs & Business Logic):

  • Node.js / Python (Flask/Django/FastAPI)

  • REST/GraphQL API integration with financial services

Cloud Services:

  • AWS/GCP/Azure for deployment

  • AWS Lambda / GCP Cloud Functions for event-driven tasks

  • AWS DynamoDB / Firebase Firestore / GCP BigQuery for data storage

  • AWS Cognito / Firebase Auth / Azure AD B2C for authentication

  • AWS S3 / GCP Cloud Storage for storing reports

Security:

  • HTTPS + OAuth2 for API calls

  • Encryption for sensitive financial data

Working Flow

  1. User Login → User signs in via cloud authentication (Cognito/Firebase).

  2. Portfolio Setup → User links stock/crypto accounts or manually enters holdings.

  3. API Fetching → System fetches real-time market data via financial APIs.

  4. Data Processing → Cloud Functions process profit/loss and risk calculations.

  5. Visualization → Dashboard displays asset performance with interactive charts.

  6. Notifications → Alerts triggered via email/SMS/push when thresholds are met.

  7. Reports → Users can download portfolio performance summaries.

Main Modules

  1. Authentication & User Management

  2. Portfolio CRUD Operations

  3. API Data Integration (Stocks, Crypto, Banking)

  4. Analytics & Visualization

  5. Alerts & Notifications

  6. Report Generation & Export

Security Features

  • OAuth2.0 & JWT Authentication

  • Encrypted cloud database for financial data

  • Role-based access (admin/user)

  • API rate-limiting & monitoring

This Course Fee:

₹ 2799 /-

Project includes:
  • Customization Icon Customization Fully
  • Security Icon Security High
  • Speed Icon Performance Fast
  • Updates Icon Future Updates Free
  • Users Icon Total Buyers 500+
  • Support Icon Support Lifetime
Secure Payment:
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