Portfolio and dividend tracking dashboard. Data is based on combined real data for testing purposes. Built with Phoenix LiveView, custom terminal-themed UI, and PostgreSQL.
- Multiple CSV formats and tax reports with automated daily import
- Unified portfolio history: All sources write to one schema, no runtime reconstruction
- Portfolio viewer: Date navigation (arrow keys), date picker, year filters
- Interactive charts: Portfolio value, dividend history with monthly + cumulative views
- Investment summary: Net invested, realized/unrealized P&L, dividends, costs, total return
- Dividend analytics: Per-year tracking, cash flow, projections, per-symbol breakdown
- Realized P&L: Grouped by symbol, year filters, top winners/losers, EUR conversion
- Multi-provider market data with fallback chains
- Fear & Greed gauge: Market sentiment with 365-day history
- Stock detail pages: External links to financial data providers
- Data coverage page: Source timelines, per-stock gaps, dividend gaps
- FX exposure: Currency breakdown with EUR conversion
- WCAG AA accessible (axe-core tested)
- Phoenix 1.8 + LiveView 1.1
- PostgreSQL + Ecto
- Oban (background jobs + cron scheduling)
- Custom terminal-themed UI with fluid design tokens
- Tailwind CSS v4 + DaisyUI 5.0
- NimbleCSV, Contex (sparklines), Req (HTTP)
- Tests: 696 passing
- Credo: 0 issues (strict mode)
- Lighthouse: 96 accessibility, 100 best practices, 100 SEO
- Sobelow: clean (low-confidence only)
- axe-core: WCAG AA passing
MIT