Real-Time Investment Performance Dashboard

Unifying energy market intelligence for Caerus Commodities with a real-time, scalable dashboard that drives faster asset decisions and reporting precision.
Client
Caerus Commodities
Timeline
10-50
Location
New York, USA

Client Overview


Caerus Commodities is a next-generation energy merchant and asset investor focused on battery storage and energy trading strategies. With operations spanning New York and Austin, Caerus brings 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.


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Challenge


As Caerus 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, Caerus needed a dashboard that was real-time, reliable, and built to scale.


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Objective


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.


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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.


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Impact


21% Increase in Data Accessibility
Teams gained faster access to reliable performance and market data, improving daily workflows and internal visibility.


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.

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Sucess Rate
Sucess Rate
Sucess Rate
0%

Caerus Commodities 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.