Personal Finance Planner
Financial planning and calculation tool for businesses in the financial sector. Used by financial advisors to conduct mortgage analyses, retirement planning, and comprehensive financial situation assessments.
⚡ Key Achievements
- ✓ Built complex financial calculation engine handling mortgage, tax, and retirement scenarios
- ✓ Implemented D3.js interactive visualizations for financial projection charts
- ✓ Achieved 80%+ test coverage with Cypress E2E and unit tests
- ✓ Monorepo architecture with Nrwl/Nx for shared business logic
Overview
A sophisticated financial planning application for Dutch financial advisors. The tool allows advisors to model complex financial scenarios including mortgage calculations, retirement projections, and investment planning — with interactive visualizations and PDF report generation.
Key Features:
- Complex financial calculation engine with configurable rule sets
- Interactive D3.js charts for income, expenses, and projections
- Scenario comparison (best/expected/worst case)
- PDF report generation for client presentations
- Azure Table Storage for scalable data persistence
Technical Approach
Implemented using Domain-Driven Design with a rich domain model for financial entities (mortgages, pensions, assets). The calculation engine uses the Chain of Responsibility pattern for composable financial rules. Frontend built with Angular + NgRx for complex state management, D3.js for custom visualizations, and Cypress for E2E testing.
Interested in working together?