Problem
Investors juggle spreadsheets and delayed broker statements, missing short windows to rebalance.
Back to Applikationen
ReactFastAPIAWSDockerPostgreSQL
Overview
Focus
AI-driven portfolio analytics pull together holdings across brokers and propose balanced allocations in real time.
Value
Ingestion normalizes holdings & prices, analytics builds time-based reports, AI proposes sensible rebalancing by constraints and risk appetite.
Solution
Unified UI normalizes exposures, adds risk-aware recommendations, and lets AI coach the next move.
How it works
Data ingestion syncs accounts, analytics aggregate exposures, compare them to constraints, and the interface surfaces actions.
Architecture
React/Tailwind frontend, FastAPI analytics service, AWS-hosted PostgreSQL + S3, all Dockerized.
Security
Bank-grade auth, TLS for every API, AWS WAF guarding the perimeter, and telemetry to prove compliance.
Operations
Kubernetes restarts keep containers healthy, ingestion pipelines report latency, and dashboards surface drift so operators can intervene fast.
Observability
Dashboards surface drift plus ingestion latency metrics and alert history so every SLO stays visible.
Runbook
Login issues → restart the FastAPI pod + check SSO logs.
DB errors → inspect migrations and the connection pool.
Slow page → purge CDN cache and trace front-end bundle size.
Results
Automated alerts and AI coaching cut manual rebalancing while keeping farmed analytics visible.