Investment Dashboard That Cut Reporting Time in Half
Rebuilt a legacy portfolio tracker for a Kyiv-based fintech startup — moving from spreadsheets to a live dashboard processing 40K+ transactions daily.
FinTrack Pro
Fintech
2024
Reporting time cut from 3 hours to 25 minutes
What We Faced
The team managed portfolios manually in Excel. As the client base grew to 800 users, reconciling end-of-day data took the ops team 3+ hours and errors crept in regularly.
How We Solved It
We replaced the spreadsheet workflow with an event-driven backend connected to their broker API. A live dashboard with WebSocket updates let analysts watch positions change in real time rather than re-importing files.
Results Achieved
Daily reconciliation dropped from 3 hours to 25 minutes. The team found and corrected a miscategorised asset class on day two that had been invisible in the old system. Infrastructure costs stayed within their $800/month hosting budget.
Tech Stack
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