Portfolio monitoring
Bring holdings, transactions, NAV, returns and risk indicators into a consistent account view.
All work
01
Featured project · In progress
Portfolio Analytics & Asset Analysis System
Investment analytics · Financial data · Decision support
A multi-user analytical system designed to bring changing holdings, transactions, market data and risk indicators into one decision-support workflow.
PythonPostgreSQLPortfolio analyticsFinancial data
Multi-account monitoring · Market signals · Risk analytics
01 / The challenge
Making fast-moving portfolio information decision-ready.
Private-account holdings, transactions and market signals change quickly. The system is designed to consolidate that movement into reliable daily views while keeping each user's information isolated.
02 / What the system does
Market data pipelines
Standardize prices, benchmarks, flows, safe-haven assets and credit-spread inputs.
Sentiment scoring
Translate cross-market factors into a structured 14-factor sentiment view.
Screening & evaluation
Support Hong Kong equity shortlisting and six-dimension IPO evaluation.
03 / Workflow
01Collect
02Standardize
03Analyze
04Score
05Monitor