NOTEDASHBOARD
KartikeySriv

obsidian-finance-dashboard

Obsidian Wealth Intelligence

A premium, dark-themed SaaS finance dashboard built with React, Tailwind CSS, and Recharts. This project is designed as a high-fidelity frontend application suitable for top-tier internship submissions.

šŸš€ Features

1. Intelligence (Main Dashboard)

  • Summary Cards: Real-time calculation of Total Balance, Income, and Expenses.
  • Balance Over Time: Interactive area chart visualizing financial growth.
  • Expense Allocation: Donut chart breaking down spending by category.
  • Insights Panel: Automated observations and monthly comparisons.

2. Portfolio Management

  • Asset Tracking: Detailed view of bank accounts, investments, and digital assets.
  • Distribution Analysis: Visual breakdown of asset diversification.
  • Performance Indicators: Real-time trend percentages for each account.

3. Market Intelligence

  • Equities & Crypto: Live-style tracking of top stocks and digital assets.
  • Mini Sparklines: Visual trend indicators for every market asset.
  • Search & Filter: Quickly find and categorize market data.

4. Advanced Analytics

  • Comparison Reports: Bar charts comparing monthly income vs. expenses.
  • Spending Trends: Progress-based visualization of category-wise spending.
  • Key Insights: Automated alerts for savings rates and budget thresholds.

5. Security & Settings

  • Account Protection: UI for password management and 2FA toggles.
  • API Management: Placeholder for developer access and personal tokens.

šŸ” Role-Based Access Control (RBAC)

  • Admin Mode: Full access to add, edit, and delete transactions.
  • Viewer Mode: Read-only access to all dashboards and analytics. All destructive actions are hidden.

šŸ“± Responsive Design

  • Mobile First: Sidebar collapses into a hamburger menu on small screens.
  • Adaptive Layouts: Grid systems that gracefully transition from desktop to mobile.
  • Touch Optimized: Large touch targets and scrollable tables for mobile usability.

šŸ› ļø Tech Stack

  • Framework: React 19
  • Routing: React Router 7
  • Styling: Tailwind CSS 4
  • Animations: Framer Motion (motion/react)
  • Charts: Recharts
  • Icons: Lucide React
  • State Management: React Context API
  • Persistence: LocalStorage API

šŸ“‚ Project Structure

src/
ā”œā”€ā”€ components/        # Reusable UI components
│   ā”œā”€ā”€ dashboard/     # Dashboard-specific components
│   ā”œā”€ā”€ layout/        # Sidebar and TopBar
│   └── transactions/  # Transaction management
ā”œā”€ā”€ context/           # Global state (FinanceContext)
ā”œā”€ā”€ layout/            # MainLayout wrapper
ā”œā”€ā”€ lib/               # Utility functions (cn, formatting)
ā”œā”€ā”€ pages/             # Individual route pages
ā”œā”€ā”€ types/             # TypeScript interfaces
└── App.tsx            # Router and Provider setup

🚦 Getting Started

  1. Clone the repository.
  2. Install dependencies: npm install
  3. Start the development server: npm run dev
  4. Build for production: npm run build

šŸ“„ License

This project is licensed under the Apache-2.0 License.

Related

How to Install

  1. Download the dashboard markdown file from GitHub
  2. Drop it into your vault (anywhere)
  3. Install the Homepage plugin and point it at the file
  4. Enable any listed CSS snippets for the intended look

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Last updated 4mo ago

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