Investment Portfolio Management System




Web Application


Microsoft .NET Core | MySQL | React JS | Microservices


This is a Saas based platform which allows subscribers to manage their investments in an organized manner. The system allows you to create various personal level entities as well as business level entities within one particular subscription. This can be utilized to monitor an individual portfolio, a family portfolio as well as a business portfolio.

The SaaS based platform lets to keep a track of your investments in Stocks Listed and Unlisted, Mutual Funds, Bullion, FDs, RDs, Insurance based Investments, Art and Real Estate. Subscribers can also maintain details of the debts like Loans, Advances, etc. The System provides state of art reports which provide deep insights on the investments and the decisions to be made.


Softlabs Group was assigned the project with a vision to develop a unique product in the Portfolio Management domain, which can compete with the current solutions available in the market.

Softlabs came up with the ideas to develop a platform which provides close to real time information and a unique as well as novel user experience through its platform while doing portfolio management activities.

Managing Portfolios in the most precisely manner is a scientific and precise job, and hence there is huge complexity in development of such applications which are truly usable. Softlabs successfully implemented the business rules and all the permutations and combinations with respect to a particular transaction in the most precise manner and making it simple for the user.


We successfully delivered the extensive and vast project after a meticulously managed development period and dedicated hardwork of 2 years

Features of the Application

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