Investment Portfolio Management

This app template helps you manage and track your investments by providing an organized dataset of your investment portfolio.

Admin Panel
Finance
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How this template works

Retool allows you to bring your data to life to make powerful internal tools with both pre-made and custom components.

Learn about how Retool works
  1. Click 'Try this template' to import this investment portfolio template and create an organization.
  2. Edit your generated application visually by dragging-and-dropping components and writing queries against your pre-populated Retool Database.
  3. Extend this application by connecting to your own database to start building powerful internal tools.

Customers using Retool like this

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Amo Moloko

Amo Moloko

Software Engineer at Tripplo

What I love about Retool is that the biggest limitation is your imagination. I still feel like I’m only using 20 percent of what Retool is capable of.

Rohan Chopra Headshot

Rohan Chopra

Director of Engineering at Doordash

Investing in internal tools used to be a difficult and polarizing trade-off; Retool helped us to shift that paradigm by making tools a quick and painless part of any project, saving us countless hours of operator and engineering time.

More data sources you can power an Admin Panel with

Databases

BigQuery logoBigQuery
MySQL logoMySQL
Postgres logoPostgres

APIs

REST API logoREST API
Firebase logoFirebase
S3 logoS3

Frequently Asked Questions

What is Retool?toggle icon
Retool is a development platform that allows developers to quickly build custom internal tools and dashboards for their businesses. Retool offers a drag-and-drop interface and pre-built components, making it easy to create applications while writing little code.
Who uses Retool?toggle icon
Retool is used by a variety of businesses, from small startups to large enterprises, across industries such as healthcare, finance, and e-commerce. Retool is particularly useful for businesses that rely heavily on internal tools and dashboards to run their operations, as it allows for the creation of custom applications tailored to their specific needs.
What databases does Retool support?toggle icon
Retool supports a wide range of databases, including MySQL, PostgreSQL, Microsoft SQL Server, Amazon Redshift, and Google BigQuery. Retool also offers integrations with popular APIs and services such as Stripe, Twilio, and Slack, making it easy to incorporate data from these sources into Retool applications. Here is a list of all our different integrations.

Try Retool today

Start building an internal tool or customer portal in under 10 minutes

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