Finance dashboard case study
Market intelligence dashboard for comparing sectors, companies, and futures.
A practical data product that turns automated market pulls into a clean, browser-based comparison dashboard. It is designed for quick understanding: performance, risk, drawdown, correlation, and side-by-side symbol comparison.
Build
A repeatable data workflow, not a one-off chart.
The dashboard is backed by generated datasets and a refresh path built for repeatable updates.
Dockerized Python pipeline that refreshes market datasets into SQLite, CSV, and Excel workbooks.
Interactive static dashboard with indexed performance, return versus risk, correlations, and two-symbol comparison.
Power Automate-ready refresh scripts for weekday updates.
Proxy treatment for private companies and hard-to-source instruments, documented directly in the dataset.
Related product build
Paper-trading sandbox built from the market-data foundation.
The next step from this dataset pipeline is NVC Capital Lab: a paper-trading website with portfolio analytics, order validation, watchlists, lessons, and Docker-backed market-history timelines.
Draft Inputs
Symbols and watchlistAllocation weightsEntry and exit rulesRebalance frequencyDrawdown and risk limitsBenchmark selection
Simulated Outputs
Mock performance curveReturn and volatility summaryDrawdown timelineBenchmark comparisonAssumptions logSaved draft strategies
Future architecture
Frontend
Strategy drafting form, allocation controls, mock results, and saved drafts.
Supabase
Store draft strategies, assumptions, watchlists, and simulated run history.
Data Engine
Reuse the market dataset pipeline for mock backtests and benchmark comparisons.