Automated Brokerage Analytics with n8n & Investment Dashboard

Developed an end-to-end automation and analytics system using n8n, Supabase, and a React.js dashboard to track and analyze brokerage account activity and investment performance on a recurring basis.

Scope of Work & Implementation
Built an n8n workflow scheduled to run every Monday morning to automatically query weekly brokerage account activity from a master account.

Processed and normalized financial data, including:

Trades and transactions

Portfolio value changes

Dividend payments

Stored all structured financial data securely in a Supabase (PostgreSQL) database for long-term tracking and analysis.

Implemented math-based calculations and sorting logic to:

Validate investment performance

Support potential reweighting of investment strategies

Apply client-defined quantitative rules for decision-making

Calculated and reported weekly dividend income and computed reinvestment amounts automatically.

Dashboard Development

Designed and developed a responsive React.js dashboard styled with Tailwind CSS.

Pulled real-time and historical data directly from Supabase.

Displayed key investment metrics across multiple timeframes:

Rolling 4-week performance

90-day metrics

6-month performance

12-month performance

Presented clean, readable insights for ongoing portfolio monitoring and strategy evaluation.

Tech Stack

Automation: n8n

Backend & Database: Supabase (PostgreSQL)

Frontend: React.js, Tailwind CSS

Scheduling & Data Processing: Cron-based workflows, custom math logic

Result
The solution fully automated weekly brokerage data collection, analysis, and reporting, eliminating manual tracking while providing a clear, data-driven dashboard for evaluating investment performance and strategy adjustments.

Видео Automated Brokerage Analytics with n8n & Investment Dashboard канала Warda Owais