Portfolio Manager Capstone

Problem

What needed to be solved

Startup and investor information can become difficult to manage when profile data, investor relationships, cap tables, and financial metrics are handled across separate tools or manual workflows.

Solution

How I approached it

Worked on the backend, database structure, frontend-to-backend connection, and Codat integration for a full-stack portfolio management application built with a Node.js backend and React frontend.

Highlights

What it demonstrates

• Worked on the backend API structure for a full-stack capstone application
• Created database models for users, investors, startups, posts, cap table data, and related portfolio information
• Helped connect frontend workflows with backend API routes
• Supported authenticated backend routes using JWT-based access control
• Built integration logic for retrieving financial data through the Codat API
• Handled backend support for startup profiles, investor relationships, cap table data, KPIs, and financial reporting views

Tech Stack

Tools used