Cross-Platform Mobile App
React Native powers the application across iOS and Android, with performance optimisation designed to support continuous data updates while managing mobile battery usage.
Real-Time Portfolio Tracking Unified Mobile App Delivers 81% Faster Tracking At 92% User Satisfaction
Precious metals investors were tracking holdings in spreadsheets, checking prices on separate sites, and finding dealers by search. We built a mobile app streaming live gold, silver and platinum prices into portfolio tools that recalculate profit and loss continuously, with visual analytics, a searchable dealer directory, and biometric authentication protecting holdings data.
Client Overview
Precious metals investors were tracking holdings in spreadsheets, checking prices on separate sites, and finding dealers by search.
Nothing connected, so nobody knew their actual position without doing arithmetic by hand.
We built a mobile app streaming live gold, silver and platinum prices into portfolio tools that recalculate profit and loss continuously, with visual analytics, a searchable dealer directory, and biometric authentication protecting holdings data.
Customer Quote
"How were your users tracking their holdings before the app?"
Before this app, our users were literally staring at Excel sheets and refreshing three different dealer websites just to figure out what the contents of their physical safe were worth. If the market moved aggressively, they’d spend twenty minutes doing manual math. Now, they open the app using FaceID, the prices stream live, and they see their exact net worth (down to the penny and the second) in one glance. It shifted their entire mindset from historic record-keeping to active portfolio management.
The Challenge
Precious metals investors often track physical holdings manually, using spreadsheets and separate pricing sources to calculate their current position. Unlike brokerage apps for equities, physical metals can be bought from different dealers, stored in different locations, and valued across multiple purchases.
Live Pricing and Continuous Portfolio Recalculation
Metals prices move continuously, so stale pricing can produce incorrect portfolio values. The system needed low-latency price streams and continuous profit/loss recalculation across every holding as prices changed, especially during periods of high market activity.
Security for Sensitive Holdings Data
A precious metals portfolio can reveal what someone owns and, through the dealer directory, potentially where assets were acquired. This required strong authentication and encrypted data handling to protect information with both financial-privacy and physical-security implications.
Reliable Performance Under Market Volatility
Rapid price movement increases update frequency and forces portfolio values to recalculate across every holding on every tick. The application needed to remain consistent and responsive under the same market conditions when users are most likely to check their portfolios.
Making Portfolio Data Easy to Understand
Users needed to understand diversification, performance, and trends at a glance without reducing complex portfolio information to misleading visuals. The experience needed clear, interactive analytics that turned holdings data into actionable portfolio insight.
What We Built
We engineered a secure, cross-platform mobile application around the low-latency data and physical-security requirements of precious metals investors. WebSocket-driven price streams continuously update portfolio values and profit/loss, while analytics, authentication, and a localized dealer directory bring the full investment workflow into one app.
Real-Time Asset Monitoring
Live tracking for gold, silver, platinum, and other metals uses efficient data streaming so displayed prices remain current rather than relying on periodic refreshes.
Portfolio Management Suite
The platform tracks physical assets and dynamically recalculates profit and loss as market prices move, replacing manual spreadsheet arithmetic with continuous portfolio valuation.
Visual Analytics Dashboard
Interactive charts show market trends, asset diversification, and portfolio performance, allowing users to understand their holdings quickly.
Biometric Authentication and Encryption
Biometric login with Google account support and encrypted data handling protects sensitive holdings information, treating portfolio security as both a data-privacy and physical-security requirement.
Dealer and Market Directory
A searchable directory provides precious metal dealer information, contact details, and location-based results, connecting portfolio tracking with the market where users transact.
Results
Users can view their current portfolio position continuously instead of reconstructing it through manual calculations. Asset tracking became 81% faster, portfolio engagement increased 77%, and user satisfaction retention reached 92%. The dealer directory also brought market discovery into the same experience as portfolio management.
| Before | After | |
|---|---|---|
| Portfolio Value | Manual arithmetic, stale | Live, continuous |
| Price Checking | Separate sites per metal | Streamed in-app |
| Profit/Loss | Calculated by hand | Automatic on every price move |
| Diversification View | None | Visual analytics |
| Finding Dealers | Web search | Searchable in-app directory |
| Holdings Security | Spreadsheet on a device | Biometric-locked, encrypted |
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