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Enterprise web applicationConcept project
Investment Dashboard
A concept for a role-based enterprise dashboard that brings portfolios, transactions and reports into one screen.
This is a concept/demo project, not real client work.
Problem
When portfolio data is spread across spreadsheets and tools, teams cannot see the current state quickly and reports are put together by hand.
Approach
A fast, role-based panel with only the indicators that matter. Charts and tables show the same data from different angles, and reports export in one click.
Scope
- Portfolio and transaction screens
- Role-based access control
- Reporting and export
