Portfolio Equity Analytics
Algorithmic Wealth & Performance Analytics
Automated report builder consolidating asset matrices, returns telemetry, and real-time client equity visualization.
Project Vision
An asset management firm needed a way to produce custom quarterly equity performance reports for high-net-worth clients without manual spreadsheet calculations.
Technical Friction
Data feeds were scattered across 12 different broker APIs with varying data formats, dividend tracking, and tax calculation rules.
Multi-Broker Data Pipeline & PDF Engine
Goolluck Consulting LLP built an automated data consolidation pipeline that pulls broker API feeds, computes portfolio equity metrics, and generates pixel-perfect web & PDF reports in under 2 seconds.
Integrated 12 broker
REST & WebSocket APIs into a unified portfolio state
Reduced report generation
time from 45 minutes per client to under 2 seconds
Delivered interactive charting
dashboard for real-time asset allocation views
Quarterly client reports generate in two seconds instead of 45 minutes of spreadsheet work.
Brings scattered investment accounts together into one clear, real-time portfolio view.
Confidently tracks high-value client investments with accurate returns and allocations.
Google Verified
Client Review
Shivam Drolia
Trading & Capital Markets Lead
Neo Financial Services · Google Verified Local Guide
“I have worked with Goolluck Consulting LLP on a custom development project, and the experience was genuinely smooth. What I appreciated most was their ability to understand the business side of things, not just the technical requirements. They helped us refine our idea, suggested better approaches where needed, and focused on building something scalable rather than just completing tasks.”
Let's Engineer Your Platform.
Partner with Goolluck Consulting LLP to build high-performance software systems with founder-level engineering.