Capmon: Advanced Portfolio Management for Modern Investors
Michael Dewald
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Michael Dewald
•
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!
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