About Project
The application uses the market data and the portfolio's holdings to calculate the MTM profit or loss for the portfolio. The calculation is performed in real-time as the market data updates, providing users with real-time insights into their portfolio performance. In addition, users can execute trades, such as buying and selling stocks, directly from the application. The application validates the trade before execution and updates the portfolio and MTM data accordingly.
What we did
We studied the application's specific requirements, including the types of assets to be tracked, the data sources to be used, and the desired features and user experience.
Choose the appropriate technologies: As a Certified Microsoft Gold partner we suggest the right technologies for the application and implemented the data model, including the classes and entities representing the portfolio and the market data. The developer should use a library such as Quantlib to implement the MTM calculation and integrate it with the data model and the application's other features. Brainers utilize Artificial Intelligence (AI) and Machine Learning algorithms to identify
- Platform/OSWeb
- CategoryFinance
- Case StudyView Now >
Tech Stack
- .Net core
- Angular
- AWS
- Microsoft SQL Server
- ReactJs
Features
01
Portfolio management: Users can view and manage their portfolio, including adding and removing positions, viewing current holdings, and updating the number of shares or units.
Highlights
The application calculates the MTM profit or loss for the portfolio based on the current market data and the portfolio's holdings, providing users with real-time insights into their portfolio performance. The application also provides real-time market data on the stocks, bonds, or other assets held in the portfolio, allowing users to make informed decisions about their investments. It also provides a user-friendly interface that allows users to easily view and manage their portfolios, make trades, and view reports and charts.
We implemented the system with security in mind to protect user data and financial information, and it's also been designed to handle numerous users and a large amount of data.
Client Testimonials
They help us coordinate the right skill sets, teams, and activities in order to get the job done. They transferred our platform assets, such as our servers, workstations, and databases, into their managed cloud services environment.
Patricia Walters
Founder and CEO - Creative LLCPowered by Clutch
224 Reviews
“They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.”
