Marimeter

Challenge

Users needed up-to-date holdings visibility while handling mixed data sources and maintaining a responsive dashboard experience.

Approach

• Standardized portfolio and data sync flows around Supabase and typed API routes.
• Added scheduled sync jobs and admin-triggered update endpoints for market freshness.
• Aligned auth and onboarding paths to reduce abandonment for first-time users.

Implementation

• Secure auth + callback flows for production domain.
• Portfolio dashboard views and settings with export paths.
• Cron-driven holdings and exchange-rate updates.

Outcomes

• More consistent data freshness across user portfolios.
• Cleaner operations through controlled admin sync endpoints.
• Better user trust through predictable dashboard updates.

Technology Stack

Next Steps

• Introduce historical performance benchmarks per asset class.
• Add alerting for stale data pipelines.
• Expand integrations for additional market feeds.