Implemented a feature-rich panel presenting real-time metrics on trades and dividends. Allows users to specify date, market, and price preferences. Visualized diversity report facilitates easy tracking of asset allocation by sectors, strategically minimizing risk and maximizing long-term gains through a well-diversified portfolio.
Engineered a seamless tracking and analysis system for monitoring dividend income streams with real-time, automatic data calculations. Empowers users to effortlessly monitor and gain insights into the regular income generated by their portfolio, ensuring informed financial decisions.
Introduced performance graphs for visualizing investment trends over time, aiding in goal tracking and portfolio trend identification. Provides users with a comprehensive visual tool to track their financial progress, identify portfolio trends, and work towards achieving their objectives.
Developed an automated solution for advanced performance analytics, including returns, dividends, currency fluctuations, and transaction history. Eliminates manual spreadsheet tasks, consolidating all information in one place. Users benefit from automatic generation and visual display of results, saving time and ensuring accurate insights into their financial data.
Divvy is your go-to companion for investment portfolio mastery. Seamlessly manage, monitor, and elevate investment decisions with real-time insights into performance and dividends. A user-friendly tool that transforms the way you navigate the world of investments. The development team at RewiSoft was tasked with creating a user-centric solution, resulting in the birth of Divvy – an interactive and user-friendly investment tracking and reporting tool.
Our client sought a comprehensive solution that not only addressed the technical complexities of portfolio management but also provided tangible benefits for their business and end-users. Key challenges included the need for scalability, sophisticated analytics, and a seamless user experience.
Through exhaustive discovery, planning, and dedicated development efforts, our team not only met but exceeded the client’s expectations. Divvy stands as a testament to the successful fusion of technical prowess and user-centric design, offering a comprehensive solution that transforms the investment experience. The scalable architecture, coupled with intuitive features, positions Divvy as a valuable asset for our client’s business, providing a cutting-edge tool that empowers users with seamless, informed, and visually appealing investment portfolio management.