How Eastmount Capital Automated Market Data Ingestion and Portfolio Modeling with Power Apps & Dataverse
At-a-Glance
Eastmount Capital - US-based private investment firm specializing in equity portfolios, alternative assets, and capital advisory.
CHALLENGE:
Investment analysts manually downloaded, converted, and reconciled ticker data from the Yahoo Finance App. Manual data transfer prevented real-time quantitative analysis and created significant reporting delays.
SOLUTION:
Intelegain deployed automated Power Automate workflows that extract financial data directly from Yahoo Finance into Microsoft Dataverse, paired with a custom Power Apps canvas app for interactive investment analysis.
RESULTS:
Automated 100% of external market data ingestion, slashed portfolio valuation modeling time by 80%, and provided investment managers with instant, error-free financial dashboards.
The Challenge: The Operational Drag of Manual Financial Data Extraction
In asset management and institutional investing, market intelligence and rapid portfolio modeling define competitive performance. Eastmount Capital tracks dozens of public equities, market indices, sector benchmarks, and macroeconomic indicators to guide investment allocation decisions.
However, their analytical workflow was hindered by manual procedures. Every trading day, financial analysts spent hours manually downloading CSV files, copying price histories, volume metrics, and earnings ratios from the Yahoo Finance App, and pasting them into complex desktop spreadsheets.
Because market data was not integrated programmatically, quantitative analysis was static and error-prone. Portfolio managers had to wait hours for analysts to reconcile discrepancies before reviewing risk models. Furthermore, quarterly investment reporting required tedious manual intervention, limiting the firm’s ability to scale active portfolio holdings.
Analysts spending 2-3 hours daily manually downloading and formatting data from Yahoo Finance.
Risk of human transcription and formula reference errors in valuation spreadsheets.
Absence of automated data transfer algorithms creating reporting delays for investment committees.
Lack of a centralized, secure financial database accessible across remote portfolio managers.
Why Intelegain Was Chosen
Eastmount Capital selected Intelegain due to our financial systems expertise, rapid low-code architecture capabilities, and mastery of Microsoft Dataverse.
Implementation: The Intelegain Approach
The project was executed in an 8-week rapid deployment cycle:
Phase 1: Financial Dataverse Architecture & Schema Design
Intelegain mapped Eastmount’s analytical metrics - P/E ratios, beta, historical returns, sector classifications, and dividend yields - into Microsoft Dataverse, creating a scalable relational schema.
Phase 2: Automated Ingestion Flows with Power Automate
We implemented automated Power Automate scheduled flows that interface with financial data feeds, pulling real-time and historical pricing directly into Dataverse, with built-in data validation and anomaly alerts.
Phase 3: Interactive Power Apps Canvas Dashboard & Reporting
We designed an intuitive Power Apps canvas application. Portfolio managers can filter by asset class, run comparative performance models, test reallocation scenarios, and export executive PDF summaries with one click.
Measurable Results & Business Impact
Automated data ingestion from external market feeds into Dataverse
Reduction in portfolio valuation and scenario modeling turnaround time
Saved each week per financial analyst, redirected to active market research
Manual spreadsheet formula breakages or copy-paste transcription errors
The Power Apps and Dataverse solution modernized Eastmount Capital’s analytical infrastructure. Daily market data flows seamlessly into the firm’s centralized repository before the opening bell. Portfolio managers interact with live, dynamic canvas dashboards to analyze asset allocations, run scenario stress tests, and generate client-ready reports in seconds, dramatically enhancing investment agility
Project Details
Eastmount Capital
USA
Financial Services
Microsoft Power Apps Canvas, Power Automate, Microsoft Dataverse, Yahoo Finance
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