Project 01
Investment Trade Analytics Platform
A private analytics application that retrieves brokerage transactions through SnapTrade and turns trade history into clear profit-and-loss summaries.
01 / Overview
What it does
This project streamlines the process of reviewing investment activity. It connects brokerage data through the SnapTrade API, organizes transactions, and prepares useful historical summaries without exposing real account information.
02 / Context
Problem
Brokerage transaction histories can be difficult to review across individual trades and longer time periods. I wanted a clearer way to study realized results and historical activity.
Solution
An API-based workflow retrieves authorized transaction data, processes it through application logic, and presents organized monthly and yearly summaries in a private dashboard.
03 / Capabilities
Features
- Organizes individual trades
- Calculates realized profits and losses
- Summarizes P&L by month and year
- Tracks historical performance
- Simplifies transaction review
04 / System design
Architecture
05 / Reflection
What I learned
- Working with third-party financial APIs
- Transforming transaction data into useful summaries
- Separating application logic from the user interface
- Planning private access for sensitive workflows
Engineering considerations
- Cloudflare Zero Trust is used to restrict access.
- Portfolio screenshots and examples use synthetic data only.
- No brokerage credentials or real transaction data are stored in this repository.
06 / Next steps
Future improvements
- Add additional performance views
- Improve transaction reconciliation
- Expand automated tests for calculation logic
- Refine synthetic dashboard previews