Portfolio management app

Develop a simple portfolio management solution for stock investors who have several brokerage sources. Different brokerages have different software systems, and investors need to log in to each source and combine them to see the full picture of their investment activity.

The app automatically pulls the client’s investment accounts from different brokerages into a single dashboard to give them a real-time view of the full investment picture and a detailed view of every stock they own.

Orangesoft’s team has delivered an intuitive, secure mobile application that seamlessly syncs users’ investments in one place for a crystal-clear overview of their holdings. With data analytics at its core, the app uncovers hidden patterns in portfolio performance, empowers users to make informed decisions about buying, selling, and rebalancing their investments, and minimizes risks associated with specific assets.