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.

Industry

Financial Services

End users

Operations•Customer Support

Components

Table

Tabbed Container

Button

Dropdown

Components

Build from a handful of drag-and-drop components

Table display details about an inventory and investments in a table.

Button execute trades with the click of a button.

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).

Dropdown allow team members to select options for filtering results from a dropdown menu.

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.

1. Create resource

2. Read data

3. Connect data with UI

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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

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.

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