SIF Equity Fund dashboard
The Union College Student Investment Fund's equity holdings, compared with VTI. Built with Next.js; all the numbers are computed at build time from the files in data/.
Data
| File | What it is | How it changes |
|---|
data/holdings.csv | Monthly holdings from the professor | Upload page |
data/vti-holdings.csv | Vanguard's "Export full holdings" for VTI (portfolio page), about monthly | Upload page |
data/market.json | Month-end prices for VTI and the sector ETFs, plus news | Nightly GitHub Action |
data/pitches.json | "Why we own it" summaries and deck links | Edit by hand |
data/extra-sectors.json, data/etf-themes.json | Groups for stocks VTI doesn't hold, and for ETFs | Edit by hand when the upload page asks |
Upload page: click the top-right corner of the dashboard 6 times. It checks the password, validates the file, commits it to GitHub, and Vercel redeploys in about a minute. "Undo" puts back the previous version.
Run locally
npm install
npm run dev # http://localhost:3000
npm run market-data # refresh prices (and news, with FINNHUB_API_KEY set)
Deploy (one-time setup)
- Vercel: sign in at vercel.com with the SIF GitHub account, choose "Add New → Project", and import
sif-union/sif. The defaults work as they are.
- GitHub token for uploads: on GitHub, go to Settings → Developer settings → Fine-grained tokens → Generate. Pick "Only select repositories" and choose
sif-union/sif. Under permissions, set Contents to read and write. Set the expiry to a year.
- Vercel environment variables (Project → Settings → Environment Variables), then redeploy:
UPLOAD_PASSWORD: the shared upload password. Change it every year.GITHUB_TOKEN: the token from step 2.GITHUB_REPO: sif-union/sif
- News: get a free API key at finnhub.io. In the GitHub repo, go to Settings → Secrets and variables → Actions and add it as
FINNHUB_API_KEY. Then run the "Market data" workflow once from the Actions tab.
The free Vercel plan works because the repo is public and owned by a personal account. Free plans can't deploy private repos owned by a GitHub organization.
