Student-Managed Investment Fund · Laramie, WY
Wyoming FMA
A dashboard and website for the University of Wyoming's Financial Management Association, giving members a live view of the club's competition portfolio instead of digging through statements.
- Competition portfolio
- $50,000
- Members rely on it for pricing
- 25+
- Holdings visibility
- Real-time
The challenge
Wyoming FMA manages a real $50,000 portfolio in a year-long investing competition against 21 other schools, hosted by D.A. Davidson, on top of stock pitch challenges like the CFA Research Challenge. But there was no easy way for members to see what the fund actually held. Performance and holdings lived across brokerage statements, so getting a straight answer meant digging.
What we did
- 01
Built a live dashboard showing total portfolio value, today's change, and return since inception.
- 02
Added performance charting against the S&P 500, plus a rolling win rate on the club's picks.
- 03
Surfaced the day's biggest movers across the portfolio's holdings at a glance.
- 04
Paired it with a public site introducing the FMA to current and prospective members.