Portfolio Dashboard & Monitoring System

EventBridge serves as the central event bus and routing mechanism for the entire portfolio monitoring system:

Event ingestion: Collects events from multiple sources across the investment platform
Event routing: Directs events to appropriate downstream services based on pattern matching
Event normalization: Standardizes event formats for consistent processing
Event filtering: Applies rules to determine which events require action

Technical Implementation:

Event Sources:
- Custom events from trade execution systems
- Portfolio valuation change notifications
- Market condition alerts from the MCP component
- Blockchain transaction confirmation events
- System health and operational events
Event Rules:
- Pattern-based rules for specific event routing
- Content-based filtering for targeted processing
- Rate limiting rules to prevent downstream flooding
- Archiving rules for compliance and auditing
Integration Points:
- Direct API integration with AWS services
- SDK-based integration for custom applications
- Partner event sources for third-party data
- Cross-account event sharing for enterprise deployments

The monitoring and notification pipeline that processes events for alerting and metrics collection:

Technical Implementation:

CloudWatch Configuration:
- Custom metrics for portfolio performance (e.g., P&L, volatility, Sharpe ratio)
- Metric dimensions for portfolio segmentation (by strategy, asset class, etc.)
- Log groups organized by component with retention policies
- Composite alarms for complex condition monitoring
- Anomaly detection for unusual portfolio behavior
SNS Integration:
- Topic structure organized by notification severity and category
- Subscription endpoints including email, SMS, and mobile push
- Message formatting templates for different notification types
- Delivery status tracking and retry mechanisms
- Cross-region topic replication for redundancy
Operational Features:
- Throttling controls to prevent notification storms
- Aggregation policies for related alerts
- Escalation paths for critical notifications
- Scheduled digest options for non-critical alerts

The business intelligence and dashboard platform that provides visual analytics for portfolio data:

Technical Implementation:

Data Sources:
- Direct connections to Amazon RDS/Aurora for portfolio databases
- S3 data lake integration for historical performance data
- Athena queries for ad-hoc analysis against data lake
- Direct API queries for real-time portfolio valuations
- SPICE in-memory data store for accelerated analytics
Dashboard Components:
- Portfolio summary tiles with key performance indicators
- Time-series charts for historical performance tracking
- Asset allocation visualizations (pie charts, treemaps)
- Risk exposure heat maps and scenario analysis visualizations
- Transaction history tables with filtering and sorting
- Custom calculated fields for derived metrics
Access Control:
- Row-level security for portfolio data segregation
- User/group-based permissions for dashboard access
- Embedded analytics for integration with custom portals
- Single sign-on integration with enterprise identity providers

Investment activities and system events generate messages that flow into EventBridge
EventBridge routes relevant events to both CloudWatch and directly to QuickSight data pipelines
CloudWatch processes events for metrics and triggers alarms based on configured thresholds
CloudWatch alarms trigger SNS notifications to stakeholders through appropriate channels
Amazon QuickSight ingests data from multiple sources including EventBridge and CloudWatch
QuickSight renders real-time and historical portfolio data in interactive dashboards

Multi-Region Considerations:
- Primary region hosts active dashboards and monitoring
- Secondary region provides failover capability
- Cross-region event replication ensures data consistency
Resource Organization:
- CloudFormation templates for infrastructure as code
- Parameter Store for environment-specific configurations
- Tagging strategy for resource categorization and cost allocation
- CI/CD pipeline for dashboard deployment and updates

Dashboard Performance:
- SPICE pre-aggregation for common query patterns
- Caching strategies for frequently accessed visualizations
- Incremental refresh for large datasets
- Query optimization for direct SQL sources
Event Processing:
- Event batching for high-volume metrics
- Sampling techniques for ultra-high frequency data
- Aggregation at source when appropriate
- Time-based partitioning for historical data

Data Protection:
- Encryption at rest for all data stores
- TLS encryption for data in transit
- Field-level encryption for sensitive portfolio data
- VPC endpoint services for private network access
Access Controls:
- IAM policies with least privilege principles
- Multi-factor authentication for dashboard access
- Session management with automatic timeouts
- API request throttling and quotas

Audit Capabilities:
- Comprehensive event logging for all dashboard interactions
- User activity tracking for compliance reporting
- Export capabilities for regulatory submissions
- Immutable event archives for historical record-keeping
Data Governance:
- Data classification framework for portfolio information
- Retention policies aligned with regulatory requirements
- Automated PII detection and handling
- Approval workflows for dashboard publishing

Personalization:
- User-specific dashboard views based on role
- Customizable alert preferences
- Saved and shared analysis states
- Mobile-responsive design for on-the-go monitoring
Accessibility:
- WCAG compliance for dashboard components
- Screen reader compatibility
- Keyboard navigation support
- Color schemes designed for color vision deficiencies

Last updated 9 months ago