Portfolio monitoring

A portfolio-monitoring system that replaced a six-figure vendor platform

A desk was running a six-figure vendor platform plus the Bloomberg Server API it needed. We built the replacement — it paid for itself within a year and cut the run cost by two-thirds.

Lower annual run cost
<12 mo
Payback, incl. parallel run
17 → ∞
User seats, no per-seat licence
London-based investment manager
Client

The desk was running a six-figure-a-year vendor portfolio-monitoring platform plus the Bloomberg Server API it required — for seventeen users. We replaced it with a system built around how the desk actually worked: real-time P&L across the book from live Bloomberg prices, capital structure, fund and index performance, full trade history and charting, an options monitor, and commission tracking by broker and fund — plus fixes for swap unit-cost and cross-currency FX P&L the old system got wrong.

It cut the annual run cost to about a third of the old platform’s, with no user cap and no per-seat licence — and paid for itself inside twelve months.

Java · Jakarta EE · PostgreSQL. Deployed straight from the server — every user always on the latest version.

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