Finance Index Dashboard: A Python-Based Financial Tool

Finance Index Dashboard is a Python-based application designed to provide dynamic financial indices and live performance tracking. It integrates data ingestion, signal computation, and index rebalancing with a modern web frontend for visualization.

Features

• ETL pipeline for fetching and processing financial data from multiple sources
• Computation of financial signals including momentum scores and technical indicators
• Dynamic index definitions and automated rebalancing
• REST API built with FastAPI exposing indices and ticker data
• React/Next.js frontend for interactive visualization of indices and holdings
• Dockerized setup for easy deployment and development
• Database schema migrations managed with Alembic
• Audit and auto-fix tools for database health and consistency

Tech Stack

• Backend: Python, FastAPI, SQLAlchemy, Alembic
• Database: PostgreSQL
• Data Sources: yfinance, Wikipedia scraping for tickers
• Frontend: React, Next.js, Recharts
• Containerization: Docker, Docker Compose

Getting Started

Prerequisites

• Docker and Docker Compose installed
• Optional: Set environment variable FINNHUB_API_KEY for ETL data enrichment

Setup and Run

# Clone the repo
git clone https://github.com/justin-napolitano/finance-index-dashboard.git
cd finance-index-dashboard

# Start the full stack (DB, backend, ETL job)
docker compose up -d

# To stop the stack
docker compose down

# Run ETL job manually
make tickers-refresh

# Run backend API locally (hot reload)
make bash-backend
# inside container: uvicorn app.main:app --host 0.0.0.0 --port 8000 --reload

# Access frontend
cd frontend
npm install
npm run dev
# Open http://localhost:3000

Project Structure

finance-index-dashboard/
├── backend/               # Python backend source code
│   ├── app/               # FastAPI app, ETL modules, DB models
│   ├── ops/               # DB audit and fix utilities
│   ├── migrations/        # Alembic migration scripts
│   ├── docker-compose.yml # Docker compose for backend and DB
│   └── makefile           # Common commands for dev and maintenance
├── db/                    # Database persistent data volume
├── frontend/              # React/Next.js frontend
│   ├── pages/             # React pages for indices and tickers
│   ├── package.json       # Frontend dependencies and scripts
│   └── next.config.js     # Next.js configuration
├── context.txt            # Assorted notes (assumed)
├── roadmap.txt            # Project roadmap and future tasks
└── docker-compose.yml     # Root compose file (if present)

Future Work / Roadmap

• Expand index definitions beyond default "momentum-10" strategy
• Add more comprehensive signal computations and technical indicators
• Improve frontend UI/UX with richer charts and filtering
• Integrate authentication and user-specific portfolio tracking
• Enhance ETL robustness and add alternative data sources
• Add automated testing and CI/CD pipelines
• Optimize database queries and indexing strategies

Note: Some assumptions were made regarding missing documentation based on code and file structure.