Investment Portfolio Tracker

Real-time investment dashboard with portfolio analytics, stock watchlists, performance charts, risk assessment tools, and automated alerts for price movements.

The Challenge

Individual investors were juggling multiple brokerage dashboards and spreadsheets to track their portfolios. There was no single view of total performance, no real-time alerts for price movements, and risk exposure was calculated manually — if at all.

Our Solution

We built a real-time investment dashboard that aggregates portfolio data across brokerages via API. WebSocket connections power live price updates, and users get customizable watchlists, interactive performance charts, automated risk scoring, and push alerts when positions hit user-defined thresholds.

Results

• Tracking $12M+ in aggregated assets
• Adopted by 500+ active investors in the first 6 months
• Real-time price updates with under 200ms latency via WebSocket
• Users report saving 3+ hours per week on portfolio analysis