Financial Data Dashboard Demo

Situation

Personal finance data is highly sensitive: demonstrating a real brokerage dashboard publicly is not an option. Yet the engineering challenge of ingesting, normalizing, and visualizing statement data is real and worth showing.

Action

Built a fully synthetic version of the private dashboard: a pipeline that parses fake PDF statements, normalizes holdings, and publishes a Next.js dashboard with allocation charts, monthly return charts, goal tracking, and an animated ETL pipeline log, all using fabricated data.

• Synthetic brokerage statement dataset (18 months, 8 positions)
• Normalized holdings and monthly-returns schema (DuckDB pattern)
• Allocation breakdown chart (hand-written SVG)
• Monthly returns chart vs benchmark (hand-written SVG)
• Goals and milestones tracker
• Animated ETL pipeline rebuild log
• OG image for LinkedIn Services media

Why it matters

• Proves dashboard + data pipeline skills without exposing any real financial data
• ETL pipeline log makes the architecture visible to non-technical stakeholders
• Allocation and performance charts use hand-written SVG; no runtime chart dependency
• Directly supports LinkedIn Services portfolio media with a public live URL