Investment Tracking System – Django/Python

My client, a start up with a lot of experience in their field, had identified an important gap in the market. Large sums of money were being invested, with very long payback periods, without access to effective performance tracking tools.

They designed a tool to cover the gap and asked me to create a demonstration system in preparation for generating interest and raising capital.

I developed the system in Django, Python, PostgreSQL and Javascript. The front end uses a dashboard template based on Bootstrap and jQuery. Graphs are created using the excellent Highcharts charting library.

The resulting system imports the base data and generates monthly cost and revenue forecasts, taking into account seasonal variations, tax allowances and more.

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The main management screen gives quick access to some key performance indicators.

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Constraints can be defined, and potential investments can be checked against them.

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Actual results can be compared against the projections.

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Different heat maps show absolute or relative performance by state or county.

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This was an eight month intensive project, resulting in a demo site which generated a lot of interest in the industry and allowed the client to achieve their first round of funding.