Big Four Banking Genealogy
Build a banking dashboard in Reflex with Python, database-ready workflows, polished UI, and tools for bank genealogy and relationship intelligence.
Finance
Investment Portfolio Management
Build an investment portfolio management in Reflex with Python, database-ready workflows, polished UI, and tools for portfolio tracking and asset allocation.
Finance
Use templateAbout This Template
Build a production-ready investment portfolio management with Reflex and Python. This template is designed for finance teams, advisors, and investors tracking portfolio performance who need a usable app structure for portfolio tracking, asset allocation, investment reporting, and performance analysis, not a static mockup. The app pattern includes a focused dashboard, searchable tables, detail views, validated forms, status-aware actions, empty and loading states, and database-ready state management. Use it as a starting point for an investment portfolio management software, portfolio dashboard, investment dashboard, and asset allocation dashboard while keeping full control of the Python codebase.
Frequently Asked Questions
This Reflex template covers holdings, allocation, returns, and risk metrics, with a table carrying asset class, ticker, quantity, cost basis, and unrealised gain. Pandas does the performance maths so the calculations are inspectable.
Yes. Holdings load through one boundary, so a live price feed replaces the seeded values without touching the charts. Prices commonly come from yfinance, Alpha Vantage, or Polygon, and positions from a brokerage export or API. Map the response into the holdings model and the charts follow.
If you would rather not hand account data to a third-party aggregator, this template keeps holdings in your own database. You add the price feed yourself and get full control over how returns and allocation are computed.
Allocation views break the portfolio down by sector, account, region, and asset class, and performance charts compare value and drawdown against a benchmark series. Both read the same holdings, so an edit updates them together.