Portfolio Scatter

Overview

A live, full-stack portfolio risk analyzer. Holdings come in as CSV, XLSX, PDF, or even a screenshot: structured files parse deterministically, while PDFs and images fall back to an AI parser. ETFs are expanded via sector and single-stock look-through, and a risk engine computes a full metric suite (VaR, Sharpe, Sortino, beta, drawdown, concentration, and stress scenarios), rendered as interactive dashboards alongside an on-demand AI analyst. Accounts and saved portfolios sit behind real authentication, and the AI prompts are regression-tested before release.

Highlights

• 12+ risk metrics: VaR, Sharpe, Sortino, beta, drawdown, concentration, and stress scenarios
• Format-agnostic import: CSV and XLSX parse directly, with an AI fallback for PDFs and screenshots
• ETF look-through to underlying sector and single-stock exposure
• Interactive risk dashboards paired with an on-demand AI analyst
• Accounts and saved portfolios, with the AI prompts regression-tested before release

Stack & tools

• Next.js 16
• React 19
• TypeScript
• shadcn/ui
• Tailwind 4
• Recharts
• Zustand
• Upstash Redis
• Playwright
• Vitest