Project sheet
YuRaVest
A fintech app that scores how healthy an investment portfolio is, out of 100.
- Category
- SaaS
- Year
- 2025
- Status
- active
- .NET 10
- C#
- ASP.NET Core
- Angular 19
- EF Core
- SQL Server
- ASP.NET Identity + JWT
- Trading 212 API
- Finnhub
- EODHD
YuRaVest connects to a user’s Trading 212 account, syncs their holdings, and turns them into a single portfolio health score out of 100. The score isn’t a black box. It breaks down into sub-scores for diversification, sector balance (measured with HHI), concentration risk, and how far the portfolio has drifted from its target weights, so a user can see exactly what’s pulling the number down.
Getting that right needs clean data. Each holding is enriched with sector and industry metadata from Finnhub and Yahoo Finance, plus a bulk EODHD import of around 1,700 stocks, then normalised onto the 11 GICS sectors so the maths compares like with like.
Highlights
- A single 0 to 100 score backed by transparent, inspectable sub-scores
- HHI-based sector concentration rather than a plain count of holdings
- Rebalancing drift measured against target weights
- Instrument enrichment from three market-data providers
- Eight-project .NET solution, ASP.NET Identity and JWT auth, Angular 19 front end