WordPress development

Real-Time Portfolio Dashboard for a UK Precious Metals Dealer

A bespoke customer portal for a UK precious metals dealer. Real-time portfolio value, live price tracking and performance analytics that give customers a reason to log in and come back.

Client
UK precious metals dealer
Industry
Precious metals and bullion
Timeframe
6 weeks
Browser window showing a portfolio performance dashboard with summary cards, line chart and navigation; reflection fades out below.

A UK-based precious metals dealer had loyal customers buying gold and silver, often for thousands of pounds, but no way to show them how their portfolio was performing. No dashboard, no price tracking, no performance history. Off-the-shelf portfolio trackers didn't understand bullion products; financial platforms were too complex for retail customers.

The brief was a custom customer-facing dashboard: real-time portfolio value and returns, live gold and silver price tracking overlaid with purchase history, and a mobile-first experience that felt professional and gave customers a clear reason to return to the site.

Key results

  • Real-time

    Portfolio value and spot prices

  • Gold & silver

    Tabbed performance and mix views

  • Mobile-first

    Responsive dashboard and charts

The brief

The client needed a customer portal that could sit inside their existing WordPress site, with no extra third-party subscriptions. Requirements included authenticated access, live pricing, purchase history with cost basis and profit/loss per item, portfolio breakdown by metal type, and a built-in call-to-action for portfolio review bookings.

  • Customer-facing dashboard with real-time portfolio value and returns
  • Live gold and silver price tracking overlaid with individual purchase history
  • Purchase records showing cost basis, current value and profit/loss per item
  • Portfolio breakdown by metal type (gold, silver, mixed)
  • Mobile-first responsive design and secure authentication
  • CTA for portfolio review bookings

The challenge

Customers were investing significant sums in gold and silver but had no easy way to see performance. Generic portfolio trackers didn't understand bullion products like Sovereigns and Britannias. Financial platforms were overcomplicated for retail use. The existing site wasn't built for this.

The business needed something custom: professional, mobile-friendly and giving customers a genuine reason to log in regularly. The key insight from discovery was that customers who can see their investment growing are more likely to buy again—so the dashboard wasn't just a feature, it was a revenue driver.

Abstract concept of disconnected data blocks and manual reporting, suggesting the challenge of no customer-facing tracking.

The approach

We built the system as a custom WordPress solution, integrated with the client's existing site rather than bolting on another third-party subscription.

Architecture: Real-time price feeds via REST API for live gold and silver spot prices. Custom post types for customer portfolios and purchase records. Each customer only sees their own data through secure authentication.

Dashboard: Portfolio summary cards (total value, amount invested, profit, percentage return) updated as prices move. Interactive charting with price history and the customer's purchase points overlaid. Tabbed interface for gold performance, silver performance and portfolio mix.

Calculations: Current value, profit/loss and percentage returns computed automatically for every holding. Purchase history in compact and detailed views.

Design: Clean, dark header with gold accents; data front and centre. Mobile-first so the dashboard works from any device. No Elementor, no plugin stacking—custom code built for the business.

System architecture diagram: central API, cloud database, client UI and servers connected by data flow.

The outcome

The client has a single, integrated customer portal. Customers can see portfolio value and returns in real time, compare their purchase points to market movement, and switch between gold, silver and mix views. Purchase history shows cost basis, current value and profit/loss in pounds and percentage.

Business impact: customers have a reason to log in regularly, keeping the brand top of mind. Seeing performance encourages repeat investment. Support load drops because customers can self-serve portfolio information. The portfolio review CTA turns dashboard visits into sales conversations. Few independent bullion dealers offer this level of experience.

Tablet displaying portfolio growth chart and one integrated portal message.

Why it worked

Custom development delivered what templates and plugins could not. Live spot prices feed directly into WordPress via REST API, portfolio values update automatically, and all customer data stays inside the client's own installation. No third-party subscriptions, no external data dependencies, no generic dashboards forced to fit a bullion business.

Try it yourself

Explore a simplified version of the dashboard below. Switch between gold and silver views and see how portfolio summary and chart respond.

Your Portfolio Performance

Track your precious metals investments with real-time analytics.

Portfolio value £18,847
Total invested £15,600
Total profit +£3,247
Portfolio return +20.8%

Gold Price vs Your Purchases

Gold Price (£/oz) Your Purchases

Purchase History

Product Purchased Current value Profit / Loss

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