Math Errors Hide Behind Pretty Dashboards

In fintech learning projects, UI polish often advances faster than model correctness. That inversion creates misleading confidence and bad decision habits.

Step 1: Lock formula definitions in plain language

metrics:
  roe:
    formula: net_income / shareholder_equity
  pvgo:
    formula: market_price - (earnings_per_share / required_return)

Step 2: Build calculator functions with explicit units

def calc_roe(net_income: float, equity: float) -> float:
    if equity == 0:
        raise ValueError("equity cannot be zero")
    return net_income / equity

Step 3: Add boundary tests before charting

def test_calc_roe_boundary():
    assert round(calc_roe(120, 400), 4) == 0.3

Pitfalls

  • Mixing percentages and decimal ratios silently.
  • Plotting metrics from unvalidated data tables.
  • No tests for zero or negative denominator conditions.

Verification

  • Formula outputs match hand calculations on sample data.
  • Unit tests run before dashboard generation.
  • Metric labels clearly state units and precision.

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