Portfolio management application for tracking the full stock portfolio in real time
Industry
Services
Duration
Team size
About the client
Our client is a US financial services company shaking up the complex and highly fragmented investment landscape.
Our client aimed to address the issue of investment data silos and enhance its existing investment management platform by equipping users with industry-leading asset management tools. The company reached out to Orangesoft’s team to develop a mobile application for unified stock portfolio tracking.
Business challenge
For investors using multiple brokerage platforms, the complexity arises from the disparate software systems used by each brokerage. To tackle the challenge of fragmented brokerage software, our client’s app had to solve the following key points for investors:
Disjointed data silos
Investors encounter difficulties in obtaining a consolidated view of their investment portfolio due to the fragmented nature of data across different brokerages.
Manual data integration
The current scenario demands significant manual effort as investors need to log in individually to each brokerage source, gather data, and manually integrate information to assess their overall investment performance.
Insufficient investment clarity
The lack of a unified platform hinders investors from conducting in-depth analyses and gaining insights into their diversified investment portfolio as a whole.
Blind spots
Manual data integration increases the risk of errors, potentially leading to inaccurate assessments of the portfolio's overall health and performance.
Delivered solution
Working side-by-side with the client, our team has delivered an intuitive, easy-to-use portfolio mobile application that acts as a unified investment hub for stock investors.
The developed solution seamlessly aggregates investment accounts from diverse brokerages, presenting a consolidated and real-time dashboard for clients.
This one-stop platform offers clients a detailed perspective on their entire investment portfolio, providing not only a holistic view of their holdings but also nuanced insights into each specific stock they own. Thanks to automated integration, the app empowers clients with a consolidated and up-to-the-minute understanding of their investment landscape.
Key app features
Designed to provide users with a holistic snapshot of their investments, the app provides a range of tools for simplified tracking, analysis, and decision-making.
Portfolio management
Users can create their initial portfolio by linking over 50 brokerages, with a detailed screen for each stock.
Market monitoring
With market news tracking and advanced analytics, users can monitor market dynamics and adjust their portfolios promptly.
Portfolio tracking
The app enables users to monitor their portfolio on the go, get real-time performance reports, and calculate asset profitability and total portfolio value.
Custom notifications
Users can set specific thresholds for price increases or dips for any asset in their portfolios and get notifications when the price movement exceeds the chosen value.
Technology stack
Mobile - iOS
Swift
UIKit
Realm
Alamofire
Swinject
R.Swift
Firebase SDK
Lokalise
Alpaca
TradersPost
Project results
Orangesoft’s team has delivered an intuitive, secure mobile application that seamlessly syncs users’ investments in one place for a crystal-clear overview of their holdings.
With data analytics at its core, the app uncovers hidden patterns in portfolio performance, empowers users to make informed decisions about buying, selling, and rebalancing their investments, and minimizes risks associated with specific assets.
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