Secure financial analysis platform for professionals
Turn your raw financial data into actionable Python scripts
01 — Overview
Project Overview
This project was entirely forked from an existing repository that provided the initial boilerplate setup, using React and Next.js for the frontend and Zustand for state management. We implemented two separate backends: a local backend to handle user-uploaded spreadsheets without requiring any server uploads, and a managed backend to host all prompts and APIs. This architecture ensured user data privacy while maintaining centralized control for application logic and AI integrations.
02 — Tools & Technologies
Toolkit
A comprehensive collection of technologies and methodologies carefully selected to enhance our development process and deliver exceptional results.
03 — Solution
What I Built
End-to-End Frontend Development
Designed, developed, and integrated the full frontend architecture using React and Next.js, including performant UI components and interactions tailored for financial professionals.
Implemented Complete UI and UX
Designed and developed the full user interface and user experience for the project, ensuring intuitive navigation, responsive design, and a seamless interaction flow across all features.
Script Sharing and Versioning
Implemented secure script sharing across organizations and SCD Type-4 versioning for draft and published script states, allowing users to maintain independent script histories.
Role Expansion into Backend + Access Control
Transitioned into backend development to implement file storage, LLM integrations, and fine-grained Attribute-Based Access Control (ABAC) to enforce user and workspace-level permissions.
04 — Results
Impact & Outcomes
Delivered a production-ready financial automation platform within 6 months in a highly agile 2-person team.
Implemented ABAC and RLS policies to enforce access boundaries and minimize data exposure risks.
Accelerated development by handling both frontend and backend roles, reducing dependency bottlenecks.