Next.js Investment Tool: A Highlight from My Portfolio

Michael Dewald

•February 24, 2025

Michael Dewald

•February 24, 2025

Next.js Investment Tool: A Highlight from My Portfolio

A real-time portfolio analysis tool for investors – developed with Next.js, React, TypeScript and Shadcn/UI.

I love projects that combine technology and utility. This investment tool is one of my favorites: it helps investors track their portfolios in real-time and make informed decisions. Here's an insight into what I've built and why you might find it interesting.

What I've Accomplished

Real-time Data: Historical and current portfolio values are updated live – implemented with Next.js, React, and WebSockets for a smooth UI.

Fig 1 | Portfolio Summary: Real-time overview with Next.js

Detailed Analysis: Interactive tables using Tanstack Table display holdings, changes, and metrics – performant and user-friendly.

Fig 2 | Detailed Holdings Table: Interactive analysis with Tanstack Table

Visualizations: I've made complex data clear and accessible using ECharts and Recharts for pie charts and graphs.

Fig 3 | Portfolio Allocation: Visualization with ECharts and Recharts

Tech Stack: Next.js (SSR, API routes), TypeScript, MongoDB, Firebase, Node.js – all scalable and robust.

Biggest Challenge

Real-time data processing was tricky. I implemented WebSockets and optimized API calls to minimize latency and deliver smooth performance even with large portfolios.

Measurable Results

Performance Optimization: Reduced data loading time by 65% through optimized API calls and caching strategies

User Engagement: 92% of test users rated the interface as "very intuitive"

Scalability: The tool seamlessly processes portfolios with over 200 assets while maintaining consistent performance

What I Bring to the Table

This project showcases my strengths: clean code in Next.js and React, a knack for data visualization, and the ability to connect backend logic (Node.js, MongoDB) with frontend. I don't just think in code, but in solutions for users.

Value for Clients

My experience with this project means clients get:

Faster Product Development: Through my experience with the complete tech stack, I can deliver from start to finish

Quality Focus: Clean, maintainable code reduces development costs in the long run

User-Centered Solutions: I develop interfaces that are not only functional but also intuitive and aesthetically appealing

Interested?

Check out more projects in my portfolio or my projects or let's talk directly about your challenges: Contact.

The detail page for this project can be found here.