Real-Time Analytics Dashboard — real-time portfolio visibility.

Live financial analytics platform with portfolio tracking, risk alerts, and customizable reporting — all in a single pane of glass.

D3.jsPostgreSQLPythonRedisWebSocketsAirflow

client · Wealth management firm · NDA

[1] · chart refresh latency

< 1s
[2] · instruments streamed

11k
[3] · legacy reports replaced

6
[4] · build to rollout

15w

Real-Time Analytics Dashboard — fig. 01 illustration

fig. 01 · real-time analytics dashboard accent = real-time portfolio visibility

[01]

§ Challenge

Challenge

Portfolio managers relied on five disjoint reports refreshed overnight. Risk signals arrived a full day late and important exposures were missed.

[02]

§ Approach

Approach

Ingest pipeline (Airflow) unifies positions, market data, and transactions into Postgres + Redis. D3 dashboards streaming via WebSockets. Alert engine publishes risk thresholds in real time to Slack and email.

[03]

§ Outcome

Outcome

Sub-second chart refresh across 11k instruments. Six legacy reports decommissioned. Risk alerts now fire within seconds of threshold breach.

"It's the first time we've actually trusted the number on the screen."
— Chief Investment Officer · Wealth management firm

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