Track Portfolio Performance

What You Can Build

Portfolio Overview Panels

Display total portfolio value, daily gains, and percentage changes in a clean summary view.

Performance Charts

Visualize portfolio growth over time using historical pricing across all holdings.

Attribution Breakdowns

Show how capital gains, dividends, and currency impact total performance.

Time-Based Performance Views

Enable users to switch between 1M, 3M, YTD, and full-history performance views.

Real-Time Valuation Systems

Continuously update portfolio value using intraday price feeds refreshed every 15 minutes.

Client Portfolio Dashboards

Power investor-facing dashboards with intuitive performance and holdings insights.

How It Works

1. Identify Entities
Portfolio holdings define the structure—each position contributes to total value and performance calculations.

2. Combine Data Sources
Historical price data builds the performance curve, while intraday quote data updates current portfolio value throughout the day.

3. Structure & Normalize Data
Prices are aligned across time and aggregated to compute total value, returns, and attribution metrics.

4. Power Applications
The result is a fully interactive dashboard with live value, performance trends, and breakdowns like gains and dividends.

Included API resources

API used to build the portfolio dashboard above:

Intraday Market Data

Power real-time updates and keep portfolio values continuously in sync with the market.

Historical Price Data

Enable deep performance analysis, charting, and backtesting across time.

Build Real-Time Portfolio Experiences

Turn market data into intuitive portfolio dashboards that users rely on daily. From live valuation panels to performance charts and attribution insights, this infrastructure powers the full portfolio experience.

Designed for scalability and seamless integration, it fits into everything from retail investment apps to institutional platforms.

→ Explore the API Portal