[HARD][DASHBOARD] Build investor portfolio analytics and pool performance dashboard

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Overview

Build an advanced investor dashboard that shows portfolio health, pool performance, returns, wallet balance, and ownership progress in one clear experience.

Problem

Investors need more than a simple list of investments. They need a dashboard that explains where their money is, how each vehicle pool is performing, expected returns, repayment progress, and transaction history.

Expected solution

Create an investor analytics dashboard with:

• total invested amount
• available wallet balance
• total returns earned
• active pool positions
• pool-by-pool performance cards
• repayment progress per vehicle/pool
• expected vs actual returns
• recent investment and payout transactions
• empty state for new investors
• loading and error states

Data considerations

Use existing MongoDB models where available. If backend endpoints are missing, add clean dashboard API routes that aggregate the required data without exposing sensitive user information.

Files likely involved

• investor dashboard pages/components
• pool/investment models
• transaction APIs
• wallet APIs
• charts/cards/table components
• backend aggregation routes

Acceptance criteria

• Investor can see a complete portfolio overview.
• Dashboard shows active investments, returns, and wallet balance.
• Recent transactions are visible with useful filters or grouping.
• Empty, loading, and error states are handled.
• Data is scoped to the authenticated investor only.
• UI is responsive on mobile and desktop.
• npm run lint and npm run build pass.

Suggested labels

dashboard, investor, analytics, backend, frontend, hard

Difficulty

Hard

[ekwe7]

I would love to work on this issue. I have experience building production ready applications and collaborating through GitHub workflows. I'll carefully analyze the current implementation, propose a reliable solution, and submit a well-tested PR. My focus is on clean code, maintainability, and timely delivery

[grantfox-oss]

🦊 GrantFox — @ekwe7 has been assigned to this issue as part of the Official Campaign campaign!

Next steps:

1. Open a Pull Request referencing this issue (e.g., Closes #43)
2. Your PR will be reviewed by the Chainmove maintainers

Good luck! Track your progress on GrantFox.