Custom Hedge Fund Software Solution

Extract Capital is a web-based hedge fund solution based in
New York City and Toronto.

How this Hedge Fund Solution Management Software Benefits Our Client

To manage the client’s trading data, it was essential to develop a platform. That is when we developed this Extract Capital. We built resource-focused hedge fund solution software helping to monitor current positions, equity volume, and open items and universe list.

Here are the benefits our client received by using this hedge fund solution.

Import a list of 2000+ investment data directly into the software and add it to your account without making manual entries.
Universe list feature allows you to monitor a complete list of trade data according to the user’s preference, additionally apply a filter in the ticker, company status as well.
Rather than searching for information manually, now, users can easily perform multiple edits and selections to make changes in the data altogether.

Fund Solution Management Software Benefits

Solution Provided

Custom Web Solution

Development Team

6 Team Members

Technologies

PHP | Laravel

Time

11 Months

About Extract Capital

Generating more than $7 million in revenue, Extract Capital is a resource-focused hedge fund company. This software solution is built to handle the company’s daily trading activities. Using this innovative software solution, it becomes easier for asset and finance management companies to make tactful investment decisions. This hedge fund solution helps wealth and hedge fund companies to make vital decisions based on the investment they have made.

The aim of the client was to make financial data management easier. To achieve that, this software includes advanced-level filters to search most of the data. Even so, there are options to perform multiple edits and selections to avoid manual work. The aim here is to save time and increase efficiency to make powerful decisions based on the numbers shown on the dashboard.

$7 Million+ Revenue Generated

Upload 2000+ Excel Entries

Filter 2500+ Data

The Challenges Faced By the Client Before Developing Hedge Fund Solution

Initially when our client decided to develop this solution, he faced multiple challenges such as below.

The client was struggling to manage his equity portfolios initially. He even tried multiple hedge fund solutions to manage his holdings. However, many of the software had limited functionalities.

Apart from the client’s business, there are other finance businesses too who were searching to manage their portfolios that are efficient and easy to use. But, there wasn’t any platform to manage hedge funds for multiple companies.

User-friendliness is a core part of any software. Prior to building this platform, it was challenging for the new users to understand the hedge fund platform clearly. It was due to a lack of user-friendliness and an intuitive interface. Due to the complex usability, it was getting time consuming to add, edit, filter, and manage the trading data in software.

Extract Capital: Our Online Hedge Fund Solution Software

Agile, responsive, and high-touch, Extract Capital helps businesses to manage their finances within a few clicks.

Technologies That Powers Extract Capital

PHP

MySQL

Laravel

AWS

GitLab

Microsft Team

Features of Extract Capital for Admin

Here are the core features of Extract Capital.

Company Scanner

Easily creates queries depending on the requirement. Filter out specific information, generate a report, and export it using CSV or XML format. Rather than manually adding the query, the company scanner directly helps to show the result based on your query selection.

Universe List

The universe list allows for managing a company’s data easily. Even, this feature makes filtering out all the options depending on the user’s requirement. This option allows to filter such as bulk upload, bulk edit, company status, and ticker message.

Analysis of Companies

Easily perform analysis and save the data of a specific company and analyze whether to invest in it or not. This feature is useful when making investment decisions. Even, an investor makes a decision based on the market cap as well.

Current Position

See the list of positions directly from the dashboard data that will be fetched from the position. All the current position data will upload after 24 hours. The dashboard shows all the essential info such as order, quantity, price per share, currency, commission, and net profit.

Trade-Related Data

Monitor trade-related data, price per share, currency, and commission. This feature was not added initially. It is added later on to manage the trade-related data easily.

Message to the Team (Newsroom)

This feature permits the creation of private meetings between users. Easily create a newsroom and share it with specific users only. This feature is useful when discussing private information with a specific number of people in the newsroom.

General Inquiry

It is possible that while researching for a company, you are required to take note of the company’s characteristics or the nature of business. In this case, the general inquiry comes in handy. As it will help to add inquiry while researching for a company.

Alert

This option allows for creating alerts for the future. Simply select the date when you want an alert message to pop up. For example, today is 5th July, and if you set an alert message for 10 July, the software will show the alert message a day ago which is on 9th July, in the open item tab.

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