MS Capital — Portfolio Management Platform
Full-stack portfolio analytics & in-browser Excel for institutional clients
- · The problem
- · The approach
- · Build highlights
The problem
MS Capital's analysts were modeling portfolios in desktop Excel, exporting to PDF, and emailing clients. Every change meant a full round-trip. They wanted clients to see live numbers without giving up the spreadsheet workflow analysts actually live in.
The approach
Two parallel tracks: a clean REST + React portfolio module for the live-numbers view, and a Luckysheet-based in-browser Excel for the analyst workflow. The hard part was preserving formula fidelity on the server side so saves couldn't silently corrupt models.
Build highlights
- / 01
Built and owned the Portfolio Management Module — equity holdings, real-time P&L, sector allocation, portfolio concentration metrics, benchmark-attribution.
- / 02
REST APIs for portfolio CRUD, holdings sync with market-data providers, and derived-metric endpoints — clean separation between data and presentation layers.
- / 03
In-browser Excel editor using Luckysheet: upload, view, edit, and save multi-sheet financial workbooks directly in the web app — eliminating the download / desktop-edit / re-upload cycle.
- / 04
Full Excel fidelity preserved: complex formulas, cell formatting, merged cells, conditional formatting, multi-sheet references — all maintained across upload/edit/save.
- / 05
Server-side formula computation and validation on save — user-edited spreadsheets are validated against business rules before persisting, preventing bad financial data downstream.
- / 06
Financial simulation features — model hypothetical trades, see projected impact on risk metrics, sector exposure, and return profile before executing.
- / 07
Third-party market-data integration for live + EOD prices and corporate-action adjustments (splits, bonuses, dividends) — cost basis and P&L always auto-adjusted.