Challenge
Dual-investment products create many small operational decisions: plan intake, order state, settlement windows, yield tracking and safety checks. Spreadsheets become fragile once the number of plans grows and manual review makes it easy to miss a lifecycle transition.
Solution
The tracker centralizes plan ingestion, order history, portfolio state and settlement outcomes behind a full-stack dashboard. Backend services normalize exchange data, persist investment state in PostgreSQL and expose analytics that make active exposure, settlement progress and completed cycles easier to audit.
- Ingests plans and order events into a consistent lifecycle model.
- Tracks active, settled and pending positions with clear operational state.
- Includes configurable automation with dry-run execution before live actions.
- Runs in Docker so the system can be deployed and reviewed consistently.
Outcome
The project turns a trading workflow into an auditable operations tool. The important value is not a flashy chart, it is reliable state, safety controls and a dashboard that makes decisions visible before automation acts.