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Asset Management Optimization Platform

Year

2024

Tech & Technique

Tableau, Excel, yfinance API, VAR Forecasting, CAGR Analysis, Python

Description

A full-stack portfolio analytics platform combining inflation modelling, asset ranking, time series forecasting, and interactive dashboards to support data-driven investment decisions.

AMOP addresses the fragmentation problem in personal finance — bringing financial market data, inflation context, and portfolio simulation into one analytical solution.

What makes it stand out:
  • Grounded in genuine user research — surveys, empathy maps, personas, and journey analysis shaped every analytical choice
  • VAR modelling outperformed traditional ML for financial forecasting — a real-world finding, not a textbook default
  • Output is decision-ready, not just technically impressive

My Role

Sole Developer & Researcher
  • Conducted user research (surveys, empathy maps, personas) before any code was written
  • Built inflation modelling and CAGR analysis pipelines using Python + yfinance API
  • Evaluated VAR vs ML forecasting approaches; selected VAR based on empirical performance
  • Built interactive Tableau and Power BI dashboards for portfolio simulation

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BHARADWAJ

BHARADWAJ

sham.g.97@gmail.com