Investment portfolio manager
Build an app to manage unique portfolio investments within a single application.
Industry
- Financial Services
End users
- Operations
- Customer Support
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.
Build on your own data
Connect your data
Retool connects to your databases, third-party services, and anything with a REST or GraphQL API. Browse the integration library for the full list.
Generate with AI agents
Describe the app you want in Retool's builder, or build from your own tools with MCP or the Retool CLI. AI agents generate it against your real data.
Keep your controls
Every app ships with your organization's SSO, permissions, and audit logging already applied.
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