Monitor stocks, ETFs, crypto, forex and

more with our advanced analytics tools

NestJS

MySQL

Serverless

AWS

Bubble

Our client is a fintech startup specializing in portfolio management solutions for investors and financial professionals.

Their platform provides a comprehensive view of portfolio performance, enabling users to automate portfolio updates, benchmark against market standards, and uncover valuable insights.

Leveraging data from 84 global exchanges, 250,000 holdings, and 30 years of historical data, the platform empowers users to make informed investment decisions and optimize portfolio strategies.

SERVICES

Software Development

DevOps

PRODUCT TEAM

2 software engineers

1 solution architect

The Solution architecture

Product features

Stock Market Sync

To ensure the system stays current with market and holdings data, the system continuously gathers and integrates information from third-party providers.

Multi Currency report

The platform lets users compare portfolio performance in 116 currencies. This feature helps evaluate investments globally and understand their impact in different financial contexts.

Data Export

Users can export their portfolio holdings in formats like TXT, CSV, and Excel. This makes it easy to manage, share, and analyze portfolio data for various purposes.

Advanced filters

The platform lets users adjust portfolio performance results with precision. By applying various filters, users can refine their data and get a more accurate evaluation.

Benchmarking

Users can easily compare their portfolio’s performance with ETFs, indices, and other benchmarks. This helps them spot strengths and weaknesses, calculate their alpha, and refine their strategy to improve performance.

Performance report

The platform allows users to precisely adjust portfolio performance results using filters for a more accurate evaluation.

More of recent case studies

Staffing Marketplace

#React

#Node.js

#AWS

A task-based service platform that helps to find and hire freelancers to do some everyday tasks.

RevOps Intergrations

#React

#Python

#GCP

Revealing the full power of the RevOps platform through integrations with Hubspot and Workato.

Quote-to-case platform development case study

Quote-to-Cash Platform

#React

#Python

#ElasticSearch

The feature-rich platform that streamlines quoting, contracting, and billing processes increasing the sales team's productivity.

Let's talk

Interested to learn more on how Radency can bring value to your business? Drop us a line!

Get in touch