How to Build an Investment Dashboard with React and an ETF API
Plan and build an investment dashboard with ETF search, prices, charts, indicators, backtests, and portfolio analytics.
Design around user questions
A strong dashboard answers a small set of questions quickly: What do I own? How has it performed? What is changing? How far is the portfolio from its target? Start with these workflows before adding more widgets.
Recommended architecture
Use React or Next.js for the interface and call market-data providers from server routes so credentials remain private. Store user preferences separately from market history, cache repeated public queries, and surface the latest market date in the interface.
- Searchable ETF universe
- Latest price and historical chart
- Comparable performance metrics
- Backtesting with explicit assumptions
- Portfolio allocation and drift
Production details that matter
Provide loading, empty, stale, and error states. Add request monitoring and usage limits before launch. Use semantic HTML and keyboard navigation, and never present analytics as personalized financial advice.
Ready to build with Data Captain?
Start with a free API key