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epic-7-client-portal

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Client holdings portal: dashboard & dividends.

Finance & Accounting#contracts#wallet#holdings#portal#client#dividends
Authorwangzeping114
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This portal consolidates ownership data, dividends, and contracts into a single secure interface, reducing manual tracking and data fragmentation for shareholders.

Core Features & Use Cases

  • Backend services and APIs to expose client dashboard, project revenues, and dividend records with strict data isolation.
  • Frontend routes and views for client dashboard, projects, dividends, wallet, and contracts, with per-user scope based on JWT claims.
  • Use Case: A client logs in and views dashboard metrics, project-level revenues, and downloads their contracts.

Quick Start

Authenticate as a Client and open the client dashboard to view holdings, dividends, and wallet status.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: epic-7-client-portal
Download link: https://github.com/wangzeping114/shareflow/archive/main.zip#epic-7-client-portal

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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