Portfolio Tracking Dashboard Development
Portfolio tracking dashboard development — holdings overview, P&L calculation, asset allocation charts, performance history and multi-broker account aggregation.
What Is a Portfolio Tracking Dashboard and How Does It Work?
A portfolio tracking dashboard is a single screen that consolidates holdings from one or more brokers into one view — showing current value, realized and unrealized profit and loss, asset allocation by category and performance history over time. Multi-broker aggregation pulls data from each connected account's API or import format and combines it, so users no longer need to check separate broker apps to understand their total position.
This is a specialized build within our broader trading dashboard development service — the same widget and reporting foundation, focused specifically on holdings, P&L and allocation reporting across one or many accounts.
Perfect if you want…
A consolidated view of holdings, P&L and allocation across one or multiple broker accounts.
Get started freePortfolio Dashboard Features & Deliverables
No confusing packages. Here's exactly what's part of the project.
- Consolidated holdings overview
- Realized & unrealized P&L calculation
- Asset allocation charts
- Performance history over time
- Multi-broker account aggregation
- Per-holding & portfolio-wide reporting
- Export & reporting tools
- Multi-device responsive layout
Frequently Asked Questions
What does a portfolio tracking dashboard show?
A single view of all holdings, current value, profit and loss (realized and unrealized), asset allocation by category, and performance history over time.
Can it pull data from multiple brokers?
Yes. Multi-broker account aggregation connects to each broker's API or import format and combines holdings into one consolidated portfolio view.
How is P&L calculated?
Realized P&L is calculated from completed trades, and unrealized P&L is calculated against live market prices for open positions, both broken down per holding and portfolio-wide.
What do the asset allocation charts show?
Visual breakdowns of the portfolio by asset class, sector or instrument type, so users can see concentration and diversification at a glance.
How long does a portfolio tracking dashboard take to build?
Most portfolio dashboard builds take 4-7 weeks depending on the number of broker integrations. We confirm an exact delivery date in writing after a free audit.
Get Your Free Portfolio Dashboard Audit
Tell us about your broker accounts and reporting needs and get a complete technical review within 24 hours. No obligation, 100% free.
- Complete broker & reporting review
- Aggregation scope confirmed in writing
- Fixed quote, no hidden charges
- Response within 24 hours, Mon-Sat