Portfolio Intelligence Platform

A personal portfolio intelligence platform that connects to an eToro portfolio, enriches positions with market and company data, and turns scattered investment information into a practical dashboard for planning, monitoring and learning. It helps the user invest more consistently, understand risk and evaluate positions with data instead of mood.

Designed and built the full platform: portfolio integration, market data pipelines, scoring logic, risk views, recommendation logic and frontend dashboard.

Investing becomes difficult when portfolio data, cash balance, sector exposure, market news and company fundamentals are spread across different tools. The user can see what they own, but not always what the portfolio means, what risk it carries or what the next disciplined investment should be.

I built a dashboard that pulls live portfolio information, adds market and fundamental data, scores positions, highlights risk and creates a recurring investment plan based on goals, available cash, sector preferences and risk profile. The platform also evaluates current holdings and potential opportunities through calculations, market signals and semantic context.

The result is a personal investing cockpit: live positions, weekly or monthly investment planning, position-level guidance, risk visibility, opportunity ranking and market context in one place. It is built for discipline and understanding, not for giving financial advice.

Build a platform that helps a user invest consistently instead of reacting emotionally. The user defines goals, available cash, preferred sectors and risk level. The system then creates a practical investment plan and helps track whether current and potential positions still make sense.

The value is clarity. The platform makes the portfolio understandable: where the money is, how concentrated the risk is, which holdings look strong or weak, which positions deserve attention and which new opportunities may be worth watching. It supports better habits, but it does not replace human judgment and it is not financial advice.

From portfolio overview to investment discipline

The project started from a simple need: understand an existing portfolio better and stop making investment decisions from scattered information. Positions were visible in the broker platform, but the reasoning around them lived elsewhere: news, valuation ratios, cash flow, debt, sector exposure, risk and personal investment goals.

The platform brings those parts together. It connects live holdings and cash with a plan for weekly or monthly investing, then keeps every position under review with scoring, context and risk signals.

Portfolio page, rebuilt interactively

Two questions for every position

What the platform helps the user do

Decision support, not financial advice

The platform is intentionally built as an information and habit system. It does not promise returns, does not replace financial advice and does not make trades automatically.

Its job is to make the portfolio easier to understand: show risks, show why a position is strong or weak, surface opportunities and help the user stay consistent with a plan.

What the platform changed