Investment portfolio monitoring SaaS

utluna.com is an advanced portfolio monitoring platform for investment professionals. It includes a number of value adding features:

• transaction-based instead of position-based, allowing to deeply analyze the unrealized P&L and risk exposure;
• consolidation of portfolios from multiple financial institutions, inclding direct connections to 70+ financial institutions;
• advanced analytics covering the composition, performance and risk of the portfolio, strategy and individual asset level.

Over the course of this multy-year project, we designed and developed the system from the ground up, building a microservices-based infrastructure capable of handling high quantities of data.