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Portfolio Management
Software Services

Portfolio Management and Stock Trading Software

We create custom, web-based portfolio management tools and stock trading mobile applications and write dynamic rule algorithms to assist with or automate investment decisions. We develop investment planning and allocation programs with risk assessment, reporting, and forecasting modules, often integrating wealth management software from vendors like Envestnet, Venture.co, and WealthForge.

Portfolio Management Dashboards

Development of customizable aggregated account and brokerage dashboards with comprehensive asset management modules for stocks, bonds, commodities, funds, derivatives, and liquid capital. We integrate comprehensive ticker symbol databases, live news feeds, trade expense reduction algorithms, historical data analysis tools, as well as email and SMS alert triggers for notifying investors of significant events.

Portfolio Risk Analysis Software

Programming of scalable risk management tools for individual portfolios, large enterprises, and brokerage firms, including specialized tools for venture capitalists. Our risk mitigation programs include transparent, multi-factor risk modeling, automated pre- and post-trade compliance, proper dividend dispensing checks, and stress scenario testing. We offer third-party risk mitigation solutions from Riskalyze, StatPro, SimCorp, and InvestSpy, among others.

Fund Manager Software Solutions

We build client management applications and brokerage firm CRMs with robust communication portals, diverse marketing tools, as well as leading security and data integrity practices. We engineer work flow automation protocols for portfolio adjustments, optimized diversification, and accounting operations, integrated with compliance modules.

Investment Analysis Software Programming

We program forecast modules that analyze market behavior based on internal, technical, and market sentiment factors. Our software calculates probabilities and costs related to events, including internal company behavior, environmental factors, inflation, and market and industry trends, as well as national and global economic health. We design watch list modules for tracking potential investment opportunities.

Portfolio Management Reporting Software

Engineering of reporting tools with options for creating unique analytics hierarchies. Generation of easily shareable reports include dynamic data visualizations, such as line, mountain, OHLC, and candlestick charts, as well as "what-if" testing tools for assessing asset and transaction activity, historical comparisons, cash flows, average and standard cost bases (ACB/SCB), and ultimate ROI.

Programming Investment Performance Benchmarks

Custom module development for calculating and comparing against optimal benchmarks for compounded annual growth rates (CAGR), as well as internal, time-weighted, and total rates of return. Integration of real-time market index trackers for Dow Jones, S&P 500, Nasdaq, Russell 2000, and MSCI World Index.

Investment Data Integration

We design intuitive data entry forms for all transaction types, and program seamless importing tools for standard investment files (QIF, OFX, QFX, and CSV), as well as accounts from major brokerages, such as TD Ameritrade, Scottrade, E*Trade, Fidelity, and Vanguard. We integrate APIs for leveraging mission-critical data from third-party sources, such as Orion and MSCI RiskMetrics.

We Ensure your Compliance with the SEC & Dodd-Frank

Chetu's investment software development experts comply with Anti-Money Laundering (AML) rules, the Dodd-Frank Wall Street Reform and Consumer Protection Act, and specifications put forth by the U.S. Securities and Exchange Commission (SEC).

Our Financial Software Development Solutions
Want to Know More?

Chetu is the premier provider of custom portfolio management software solutions for businesses and investors worldwide. Consult our investment management software specialists now to discuss how our development services will help you overcome your stock trading technology challenges.

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