Portfolio Manager Portal
Overview
A personal trading dashboard that connects to Interactive Brokers for real-time position monitoring and trade execution.
Features
- Real-time Positions: Live P&L and position updates via IBKR WebSocket
- Anchor & Flow System: My personal risk management framework built-in
- Trade Journal: Automatic logging of all trades with notes
- Performance Analytics: Daily, weekly, monthly performance breakdowns
- Risk Alerts: Notifications when positions exceed defined thresholds
The Anchor & Flow System
This is my personal trading framework:
- Anchor: Core positions that define portfolio structure
- Flow: Tactical positions that rotate based on market conditions
- Rules: Systematic approach to position sizing and risk limits
Tech Stack
- React frontend with real-time WebSocket updates
- Python backend handling IBKR API integration
- PostgreSQL for trade history and analytics
- Docker containerized for easy deployment
View the full presentation