Capmon: Smart Portfolio Solution for Investors

Michael Dewald

·January 1, 2024

Cover: Capmon: Smart Portfolio Solution for Investors

Michael Dewald

·January 1, 2024

Case study

A powerful platform for portfolio tracking and analysis, developed with React, Python and AWS. Capmon provides investors with intuitive tools – from order management to detailed visualizations.

Role: Full-stack analytics platform
Stack: ReactPythonAWSFinance Data

Capmon: Advanced Portfolio Management for Modern Investors

A Full-Stack Financial Platform – developed with React, Python, AWS, Docker and more.

As a developer and investor, I created Capmon out of a personal need: to transform complex financial data into clear, actionable insights. The result is a platform that combines portfolio management, order tracking, and analysis – intuitive, powerful, and scalable.

Demo: Order Management with Holdings Creation and Performance Analysis

What I've Accomplished

Integrated Order Management

Trades can be quickly recorded and tracked – the foundation for precise tracking and analyses.

Demo: App Interface with Order Functions

Comprehensive Portfolio Visualization

Real-time dashboards show holdings, profit/loss, and asset distribution – interactive and clear.

Fig 1 | Dashboard with Live Data and Metrics

Historical Analyses

Interactive charts for performance development over any time period, supported by modern visualization tools.

Fig 2 | Historical Progression with Adjustable Timelines

Asset-Specific Detail Pages

Detailed insights into individual holdings with performance data and trading history.

Fig 3 | Asset Detail View with Key Figures

User-Friendly Interface

A design that simplifies complex data – accessible for professionals and beginners alike.

Demo: Intuitive UI and Interactivity

Technical Implementation

Frontend: React with TypeScript for a type-safe UI; React Native for native iOS/Android apps.

Backend: Python with FastAPI, AWS DocumentDB for data, Socket.IO for live updates.

Data Visualization: ECharts, Recharts, and D3.js for dynamic graphics.

API Integration: Financial APIs for real-time and historical price data.

Cloud Infrastructure: AWS (EKS, S3) for scalability; CloudWatch for monitoring.

Containerization: Docker and Kubernetes for development and deployment.

CI/CD: GitLab for automated builds, tests, and rollouts.

Monitoring: Prometheus and Grafana for system performance.

Responsive Design: CSS frameworks for desktop and mobile optimization.

Greatest Challenge

The precise calculation of portfolio performance – including dividends, splits, and capital measures – was technically demanding. I solved this with a modular approach, optimized algorithms, and thorough testing, which highlights my ability to systematically master complex problems.

Measurable Achievements

Efficiency: 78% faster calculations through algorithm optimization.

Usability: 87% of users record trades in <2 minutes without training.

Scalability: Stable performance with portfolios containing 500+ transactions.

Reliability: 99.9% uptime thanks to AWS architecture.

Holdings Management in Detail

The holdings system is a highlight:

Fig 4 | Overview of all positions with performance data

Live Prices: Current market values and performance development.

Profit/Loss: Absolute and percentage, clearly presented.

Portfolio Weighting: Risk and distribution metrics.

Cost Basis: Average prices for accurate analyses.

What I Bring

Capmon demonstrates my strengths as a freelancer:

Full-Stack Competence: From frontend to cloud deployment.

FinTech Expertise: Understanding of financial logic and data.

Problem Solving: Structured approaches for technical challenges.

End-to-End: Conception, development, deployment – all from one source.

Value for Clients

Data Solutions: I make raw data usable and understandable.

Domain Knowledge: Financial expertise for customized features.

Scalability: Experience with modern cloud and DevOps tools.

Interested?

Discover more in my portfolio or contact me for your project: Contact. I look forward to implementing your vision with technical excellence!