Real-Time Investment Performance Dashboard

Real-Time Investment Performance Dashboard

Unifying energy market intelligence for a UK-based global commodities trading firm with a real-time, scalable dashboard that drives faster asset decisions and reporting precision.

Unifying energy market intelligence for a UK-based global commodities trading firm with a real-time, scalable dashboard that drives faster asset decisions and reporting precision.

Global Commodities Trading Firm

United Kingdom

10-50

Data Warehousing & Integration

AI Integration

Cloud Transformation

Data Warehousing & Integration

AI Integration

Cloud Transformation

Data Warehousing & Integration

AI Integration

Cloud Transformation

Data Warehousing & Integration

AI Integration

Cloud Transformation

Client Overview

Our client is a next-generation energy merchant and asset investor focused on battery storage and energy trading strategies. With operations spanning New York and Austin, they bring a data-first mindset to one of the world’s most volatile and opportunity-rich markets. Their success depends on real-time intelligence, precise forecasting, and the ability to act faster than the competition.

Challenge

As they scaled, their data infrastructure struggled to keep pace. Key operational data—including state of charge, real-time dispatch instructions, market pricing, and weather feeds—was scattered across APIs, Excel files, and internal documents.

Without a centralized system, decision-making slowed, reporting cycles were manual and inconsistent, and performance visibility was fragmented. To continue innovating and growing, they needed a dashboard that was real-time, reliable, and built to scale.

The Insight

Build an investment-grade, real-time dashboard that unifies internal and external data into a single platform. The goal: support live operations, eliminate manual reporting, and drive better portfolio-level decisions—all while future-proofing for additional data sources and asset types.

Solution

Data Integration & Harmonization

Developed a custom ETL pipeline that aggregated data from diverse sources—including spreadsheets, APIs, and historical files—and standardized it into a unified, reliable structure.

Live Performance Dashboard

Built a browser-based interface with real-time streaming widgets for battery asset KPIs: market price, state of charge, dispatch schedules, and weather data—all auto-refreshing and fully interactive.

Automated Reporting Layer

Implemented a reporting module to deliver stakeholder-ready reports on a daily, weekly, and monthly basis—reducing manual prep time and ensuring accuracy and timeliness.

Scalable Architecture

Designed a cloud-native, modular system that allows for future asset onboarding, geographic expansion, and analytics upgrades without requiring architectural changes.

Impact
19% Reduction in Manual Reporting Time

The automated report generation saved operations and analytics teams hundreds of hours per year previously spent on compiling and formatting performance reports.

8% Decrease in Operational Overhead

Eliminated redundant data tools and reduced reliance on external data wrangling services, cutting operational costs.

Sucess Rate
Sucess Rate
Sucess Rate
Sucess Rate
0%

They replaced fragmented workflows with a live dashboard integrating asset, market, and weather data. This boosted trading speed, improved reporting accuracy, and built a scalable foundation for future asset growth.