Justin Napolitano

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.