Investment portfolio monitoring SaaS
Software Development
Investment portfolio monitoring SaaS - View 1
Investment portfolio monitoring SaaS - View 2
Investment portfolio monitoring SaaS
utluna.com is an advanced portfolio monitoring platform for investment professionals. It includes a number of value adding features: - transaction-based instead of position-based, allowing to deeply analyze the unrealized P&L and risk exposure; - consolidation of portfolios from multiple financial institutions, inclding direct connections to 70+ financial institutions; - advanced analytics covering the composition, performance and risk of the portfolio, strategy and individual asset level. Over the course of this multy-year project, we designed and developed the system from the ground up, building a microservices-based infrastructure capable of handling high quantities of data.

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Project Details

5
Posted by
5w155 SA
Jul 18, 2025
Industry:Finance & Banking
Budget:$100,000 - $500,000
Duration:2 - 5 years
Project URL
ReactPythonDocker

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