Real-Time Investment Tracking Dashboard
A live portfolio dashboard that consolidates market data and account performance into one secure, decision-ready investor experience.
Impact
Results that mattered
Overview
The opportunity
Investors were jumping between brokerage views and spreadsheets. The client needed a unified product that made portfolio performance obvious, trustworthy, and fast.
The challenge
- Multiple data sources with inconsistent formats
- Investors struggled to understand daily movement quickly
- Security and session trust were non-negotiable
- Need for both mobile convenience and desktop depth
Solution
What we built
We built Investly, a real-time investment experience with live portfolio totals, watchlists, asset mix breakdowns, and secure account views. Market data integrations and polished UI patterns made complex numbers feel clear.
Live portfolio value
Always-on balance and daily change indicators.
Performance charts
Clear trend visualization for short and longer windows.
Watchlists
Track indexes and holdings in one place.
Asset allocation
Simple mix views for stocks, funds, and more.
Secure auth
Hardened login and session handling.
Cross-platform UX
Consistent experience across phones and web.
Product UI
App screens we delivered
A closer look at the core mobile experiences, from primary workflows to supporting views shipped in the final product.
9:41●●●
Investly
Portfolio
$248,920
+4.8% today
AAPL
+1.2%
MSFT
+0.8%
9:41●●●
Watchlist
NASDAQ
18,240
S&P 500
5,420
Asset mix
62%Stocks
38%Funds
9:41●●●
Markets
Trade View
AAPL · $198.40
Intraday · +1.2%
BuyMarket
SellLimit
9:41●●●
Accounts
Brokerage
$182,410
IRA
$66,510
Secure session
Active
Delivery
How the engagement unfolded
01
Discovery
Defined investor jobs-to-be-done and data priorities.
02
Architecture
Designed API aggregation and caching strategy.
03
Build
Delivered mobile-first portfolio and watchlist modules.
04
Optimize
Tuned performance, charting, and release hardening.
Stack
Technologies used
ReactReact Native
Node.js
PostgreSQLReactReact NativeNode.jsPostgreSQL
Outcomes
Business impact
- Investors consolidated their day-to-day portfolio checks into one app
- Support tickets related to 'where is my balance' dropped meaningfully
- Product became a core acquisition story for the startup's next raise
More Work
Related case studies
Have a similar product idea?
Tell us about your users, goals, and timeline, we’ll help you map the fastest path to a market-ready app.