Investment Portfolio Tracker
Real-time financial analytics platform
Location
Global
Industry
Finance
Services
Product Development
Project Size
2400 hours
The Challenge
Investors had to switch between multiple broker apps to get a full picture of their portfolio.
Our Solution
We built a multi-broker aggregation dashboard with real-time sync, performance charts, and basic rebalancing alerts.
The Outcome
Early users found it easier to track their overall position in one place. The client continues to iterate on the product based on user feedback.
Launched to early adopters; growing steadily
Tech Stack
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What happens next?
Intro Call:
We learn about your goals and challenges.
Discovery:
We define requirements and outline the solution.
Planning:
We set the scope, timeline, and deliverables together.
Proposal:
You'll receive a clear offer with tailored options.
Kickoff:
We start building and keep you focused on results.