FinPulse
Real-time financial dashboard for a $2B asset manager
Duration
10 weeks
Team
3 engineers
Year
2023
A boutique asset management firm managing $2B in assets relied on end-of-day CSV exports from three different data providers. Portfolio managers couldn't see real-time positions, making intraday decisions based on stale data.
Financial data is messy. Three providers, three different formats, three different update frequencies. The firm needed sub-second data freshness, but their compliance team required every data point to be auditable. Building a real-time system that was also compliant was the core tension.
Architected an event-driven data pipeline using Kafka to normalize and merge feeds from all three providers
Built a WebSocket-powered dashboard with sub-200ms update latency for live portfolio positions
Implemented a complete audit trail with point-in-time reconstruction — any historical state recoverable in seconds
Designed the UI with portfolio managers, running 12 usability sessions to refine information hierarchy
The numbers tell the story.
From end-of-day CSV to real-time streaming
Portfolio managers act on live data instead of waiting for reports
Full regulatory compliance with point-in-time reconstruction
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