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FolioHealth - Bilan de santé de portefeuille

FolioHealth - Bilan de santé de portefeuille

Description

FinTech capstone project (EPITA Summer School 2026). A dashboard that reads a broker CSV export and answers with a single number: a Portfolio Health Score out of 100, built on concentration, volatility, Sharpe and drawdown, with plain-language recommendations. The finance engine is pure Python with no I/O, and a three-level price strategy — yfinance, SQLite cache, then deterministic mock histories for 33 instruments — makes the demo work fully offline.

Hard skills

  • React
  • Vite
  • FastAPI
  • Python
  • SQLite
  • JWT
  • yfinance

Soft skills

  • Financial modelling
  • API design
  • Analytical rigour
  • Explaining complexity

Images and renders

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