Finance & FinTech · Solution we build

Investment Portfolio Tracker

Consolidated portfolio views and reports for advisors and investors. A portfolio tracking platform consolidates holdings across stocks, mutual funds and other assets, calculates returns and generates client-ready reports. Built for wealth managers, advisors and investment platforms.

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Investment Portfolio Tracker: Consolidated portfolio views and reports for advisors and investors.

Holdings consolidation Performance analytics 12–20 weeks typical timeline

Typical timeline12–20 weeksfor a first production release

PlatformsWeb for advisors, Android and iOS for clients

IndustryFinance & FinTechWealth management firms, Registered investment advisors

Key features

What your Investment Portfolio Tracker includes

Holdings consolidation

Import from CAS statements, broker files and APIs.

Performance analytics

XIRR, absolute returns and benchmark comparisons.

Asset allocation

Allocation views by asset class, sector and goal.

Client reports

Branded PDF reports generated in one click.

Advisor dashboard

All clients, alerts and review reminders in one place.

Secure client app

Clients see their portfolio on mobile with read-only access.

Who it's for

Wealth management firms
Registered investment advisors
Family offices
WealthTech startups
Hours saved on reporting
Better client communication
One view across all assets
Professional, branded experience

Business benefits

Hours saved on reporting
Better client communication
One view across all assets
Professional, branded experience

Technology stack

Built on proven, scalable tech

Typical stack shown. We choose technologies based on your scale, team and existing systems.

ReactPythonPostgreSQLMarket data APIs

How we deliver

From discovery to launch

STEP 01

Discovery

Workshops to understand your workflows, users and must-have features.

STEP 02

Design

Wireframes, clickable prototypes and a technical architecture you approve.

STEP 03

Build & test

Agile sprints with demos, code reviews and automated QA.

STEP 04

Launch & support

Cloud deployment, training, monitoring and ongoing improvements.

FAQ

Frequently asked questions

How long does it take to build a investment portfolio tracker?

A typical first version takes around 12–20 weeks, depending on the features, integrations and platforms you need. We share a detailed timeline after the discovery phase.

Can the features be customised for our business?

Yes. Every solution is built for your workflows. The features on this page are a starting point; we add, remove or adapt modules based on your requirements.

Does this give investment advice?

No. The software tracks and reports portfolios; any advice remains with your licensed advisors.

Who owns the source code?

You do. On project completion the source code and intellectual property are handed over to you, and we can continue with support and enhancements if you wish.