Portfolio for Dummies - Passage Prototypes

From "what even is this?" to confidently uploading data and understanding what comes out the other side. Covers the data model, architecture, import system, calculations, configuration, and the gotchas that trip up every new joiner and client.

10 modules ~4.5 hrs total 8 sample data files 25+ knowledge checks

Course Modules

01 What is Portfolio? 15 min

Get oriented — what it does, what it doesn't, and where it fits in the broader platform
02 Architecture 20 min

Map the moving parts — Laravel app, Go gRPC calc service, multi-tenant PostgreSQL, three API surfaces
03 The Data Model 30 min

Core entities, relationships, EAV patterns, and the dependency chain for onboarding
04 Asset Structures 25 min

PE Funds vs Direct Investments — the fork that determines which transactions, metrics, and import paths apply
05 Transaction Taxonomy 30 min

All 17 transaction types, 23+ cash flow types, the event chain, and the state machine for requested transactions
06 Data Ingress 35 min

The XLSX import pipeline — 18 sheet types, sheet ordering traps, validation rules, reversal, and the Machine API gap
07 Calculations & Metrics 25 min

DPI, TVPI, RVPI, XIRR — what they mean, how they're computed, and where the numbers come from
08 Configuration, Reports & UI 20 min

Tenant settings, PDF report generation, whitelabel branding, and what users see in the React frontend
09 Strengths, Weaknesses & Gotchas 20 min

Honest assessment — where Portfolio shines, where it hurts, and the top 10 traps that trip everyone up
10 Lab Exercises 45 min

Hands-on practice — build a fund from scratch, debug import errors, verify metrics with sample data

Appendix

UI Visual Reference — Annotated UI Mockups

Structural mockups of the Portfolio Dashboard, Investors Table, Data Import page, and Investor "My View" with annotations explaining each element

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