Investment Portfolio Analytics Dashboard

Overview

Portfolio managers analyzing structured credit products need to slice data across multiple dimensions — by deal, sector, rating, vintage, and more. This dashboard provides 19+ analytical views with drill-down capability, enabling analysts to move from portfolio-level summaries to individual position details in a few clicks.

Technical Approach

graph LR
    A[PySpark<br/>Data Layer] --> B[Aggregation<br/>Pipelines]
    B --> C[REST API]
    C --> D[React 18<br/>Frontend]
    D --> E[Tab-Based<br/>Navigation]
    E --> F[Recharts<br/>Visualizations]
    E --> G[Data Tables<br/>with Export]
    E --> H[MoM / QoQ<br/>Comparison]

Data Layer: PySpark pipelines compute weighted aggregations across portfolio positions. Metrics include weighted average spread, rating distribution, sector concentration, and vintage analysis. Pre-computed snapshots enable fast month-over-month comparisons.

Tab-Based Architecture: The React frontend organizes 19+ views into a tabbed interface. Each tab represents a different analytical lens — portfolio summary, sector breakdown, rating migration, deal-level detail, and more.

Drill-Down Navigation: Clicking on a chart segment or table row navigates to a filtered detail view. Breadcrumb navigation tracks the drill-down path and allows quick backtracking.

Export & Reporting: Any view can be exported to CSV for further analysis in Excel. Pre-configured report templates combine multiple views into standardized outputs for portfolio reviews.

Key Results

• 19+ analytical views covering all major structured credit product types
• Sub-second response times for portfolio-level aggregations
• Drill-down from portfolio summary to individual positions in 2-3 clicks
• Month-over-month comparison highlights changes in portfolio composition
• CSV export enables seamless integration with existing Excel workflows

Technologies Used

React 18 TypeScript PySpark Recharts Tailwind CSS