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AgentsNewAI primitivesNewApp builderMobile appsWorkflowsDatabaseExternal appsSelf-hosting
Illustration of Agents showing an abstract nature scene
AI Primitives
App Builder
Mobile
Workflows
Database
External apps
Self-hosting
Illustration of Agents showing an abstract nature scene
AI Primitives

Type

EnterpriseStartupsAgencies

Discover

IntegrationsTemplatesUtilitiesBlogReads and reportsCustomer storiesVideosInteractive tour

Developers

DocumentationCommunityRetool UniversityAPI referenceRPC referenceCLI referenceHire a developer

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Investment portfolio manager

If you’re in the business of managing unique investments for clients (in this example, we are using a wine investment portfolio!), it’s critical to keep track of positions, inventory, funds, bids, and more. With Retool, you can build an app to manage unique portfolio investments within a single application.

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Industry

Financial Services

End users

OperationsCustomer Support

Components

Table

Table

Tabbed Container

Tabbed Container

Button

Button

Dropdown

Dropdown

1+
Investment portfolio manager

Components

Build from a handful of drag-and-drop components

[object Object]
Table display details about an inventory and investments in a table.
[object Object]
Button execute trades with the click of a button.
[object Object]
Text Input use text inputs to add notes about inventory or filter results that show in a table (e.g., filter by SKU or order status).
[object Object]
Dropdown allow team members to select options for filtering results from a dropdown menu.
[object Object]
Tabbed Container consolidate all functions (buy, sell, bid, etc.) of your inventory manager into a single application with tabs to perform different tasks.
Data source

To create this app, you’ll need to connect to a database. Relational databases like PostgreSQL, DynamoDB, and MySQL are most common for use cases like this. Retool connects with dozens of data sources and APIs out of the box.

Step 1 Create resource1. Create resource
Step 2 Read data2. Read data
Step 3 Connect data with UI3. Connect data with UI
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What you can build with Retool

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From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers

Dean McRobie Photo

Dean McRobie

CTO at CommonBond

I tell every technology leader I talk to that they should look at Retool as a way to reduce the burden of building admin UIs and democratize that kind of stuff across their company.

Try Retool today

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

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Start for freeStart for freeBook a demoBook a demo
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© Retool 2025