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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.

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  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.

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Customers using Retool like this

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“

As an engineer, I love Retool. My team now builds much-needed tools for customer support instantly. Also love how it's so hackable - there's little we can't do.

David Boskovitz

Software Engineer at Envoy

“

Retool has enabled us to completely remodel and refine our systems, which in turn has freed up valuable engineering resources equivalent to 2-3 full stack engineers.

Adam Louie

Senior Director of Business Operations at LeadGenius

More data sources you can power an Admin Panel with

Databases

BigQuery logoBigQueryMySQL logoMySQLPostgres logoPostgres

APIs

REST API logoREST APIFirebase logoFirebaseS3 logoS3

Frequently Asked Questions

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.

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.

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.

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Company
About
Careers
Partners
Newsroom
Start for freeStart for freeBook a demoBook a demo
Terms of usePrivacy policySecurityTrust CenterSite map
© Retool 2025