Web App
ROI Level Up
Investment tracking platform with portfolio analytics.
Duration
6 weeks
Launch
2023
Team
Solo Developer
Status
Live
Project overview
A modern dashboard for retail investors to aggregate brokerage accounts and visualise returns.
The challenge
Investors had fragmented tooling and no single insight layer for performance vs. goals.
Solution blueprint
Built Plaid-based account aggregation, cron-driven analytics, and Chart.js visualisations with shareable reports.
Results & impact
Business outcomes
Portfolio review time cut in half
Daily active users up 3x
Key metrics
Status
Live
Platform
Web App
Technology stack
Engineering choices
React
SPA framework
Node.js
Data pipelines
Chart.js
Visuals
Signature features
Institution aggregation
Custom benchmarks
Automated PDF insights
Screens & flows
Client testimonial
“Our beta community finally has Wall-Street grade analytics without spreadsheets.”
Pr
Product Owner
ROI Level Up
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