Portfolio monitoring

Portfolio monitoring that replaced a six-figure vendor platform

A desk ran a six-figure vendor platform plus the Bloomberg Server API it needed. Our replacement paid for itself within a year and cut running costs to a third.

÷3
Annual running cost
<12 mo
Payback, incl. parallel run
Unlimited
Users, no per-seat licence
London-based investment manager
Client

The desk had seventeen users on a vendor portfolio-monitoring platform costing six figures a year, plus the Bloomberg Server API it required. We replaced it with a system built around the desk’s own workflow: 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 running 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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