Real-Time Family Office Dashboard
Budget: ₹12,500 – ₹37,500 INR
We are an investment house and we invest into various Public Equity (Majorly), F&O, AIFs, Real Estate, Unlisted Equity into Indian and International Markets Etc. Now this investments are through various entities. We use Tally for our accounting and Nuvama as our Broker Platform for Domestic Trades and IBKR Platform for our international trades. I want to create a detailed and live dashboard through which we can track every asset class of the family office on real time basis and it should be smart enough to incorporate all the corporate actions that comes for the holding companies I’m looking to turn my scattered tracking sheets into a single, live dashboard that keeps my family office finances front and center at all times. The goal is to see—at a glance—where the money is going, how each investment is doing, and what every property is worth right now.
Core views I need
• Financial overview showing income, expenses, and rolling cash-flow trends.
• Investment performance tab summarizing returns and risk metrics in real time.
• Real-estate section that drills into individual property details while also surfacing overall portfolio performance and current market values.
Key requirements
• Real-time or near-real-time data refresh (no manually clicking “refresh” each day).
• Clean, intuitive layouts with filters so I can slice by asset class, date, or entity.
• Ability to pull data from bank feeds, brokerage APIs, and my existing spreadsheets without heavy manual intervention.
• Secure, role-based access—family members see high-level numbers; admin users see everything.
• Export snapshots to PDF/Excel for quarterly reports.
I’m open on tools—Power BI, Tableau, Looker Studio, or another modern BI platform—as long as it supports automated data pipelines and a web interface.
Deliverable
A fully functional dashboard, connected to my live data sources, with clear documentation on how to add or modify feeds and visuals in the future.
If you’ve built similar wealth- or portfolio-tracking dashboards, I’d love to see examples and hear how you’d approach the real-time integration.
Core views I need
• Financial overview showing income, expenses, and rolling cash-flow trends.
• Investment performance tab summarizing returns and risk metrics in real time.
• Real-estate section that drills into individual property details while also surfacing overall portfolio performance and current market values.
Key requirements
• Real-time or near-real-time data refresh (no manually clicking “refresh” each day).
• Clean, intuitive layouts with filters so I can slice by asset class, date, or entity.
• Ability to pull data from bank feeds, brokerage APIs, and my existing spreadsheets without heavy manual intervention.
• Secure, role-based access—family members see high-level numbers; admin users see everything.
• Export snapshots to PDF/Excel for quarterly reports.
I’m open on tools—Power BI, Tableau, Looker Studio, or another modern BI platform—as long as it supports automated data pipelines and a web interface.
Deliverable
A fully functional dashboard, connected to my live data sources, with clear documentation on how to add or modify feeds and visuals in the future.
If you’ve built similar wealth- or portfolio-tracking dashboards, I’d love to see examples and hear how you’d approach the real-time integration.