Wealth Management • Analytics

PortfolioX: Wealth Intelligence

A sophisticated, high-density dashboard designed for high-net-worth investors to monitor complex multi-asset portfolios with precision and absolute transparency.

PortfolioX Wealth Dashboard

Engineering Impact

92%Reduction in Analysis Time
29Live Asset Channels
Faster Build via AI Agents

AI-Augmented Build Process

To deliver this complex platform at speed, I leveraged a multi-agent AI workflow throughout the development lifecycle. AI agents handled boilerplate code generation, automated schema validation against live market data formats, and generated test suites for the WebSocket pipeline—allowing me to focus entirely on the core algorithmic challenges: the Alpha Score engine and real-time portfolio rebalancing logic.

Scalable Architecture & Interface

The challenge was to process and render a massive volume of financial data—including stock positions, fixed income, and transaction ledgers—in real-time without overwhelming the client. I architected a high-performance React rendering engine with optimized state management, virtual list rendering for large datasets, and a Redis-backed caching layer to minimize API load.

Technical Solutions

I engineered a real-time data pipeline for PortfolioX to aggregate prices across Nigerian (NG) and US stock markets. This involved setting up persistent WebSocket connections for live price feeds, designing a unified "Alpha Score" health monitoring system, and building an event-driven alert engine for portfolio rebalancing opportunities.

Real-Time Data Pipeline

Persistent WebSocket connections aggregating live prices across NG and US markets with sub-100ms latency.

Asset Allocation Visualizer

Dynamic charts with React state management providing immediate clarity on sector concentration and geographical exposure.

Alpha Score Engine

Proprietary health algorithm combining win rates and average returns, delivering a single actionable Portfolio Health metric.

Frequently Asked Questions

What types of assets does PortfolioX support?

PortfolioX supports stocks, fixed income, ETFs, and alternative investments across both Nigerian (NGX) and US markets with real-time price aggregation.

How is the Alpha Score calculated?

The Alpha Score is a proprietary health metric that combines win rates, average returns, portfolio diversification, and risk-adjusted performance into a single actionable score.

Can I connect my existing brokerage accounts?

Yes. PortfolioX supports API connections to major brokerages and can also ingest CSV/PDF statements for manual portfolio reconciliation.

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Email

hello@narentech.space

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Response Time

Within 24 hours

Usually much faster
📧 Direct response within 24 hours
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