Supercharging Portfolio Insights and Trading for Liquide
Liquide is a stock advisory platform for retail investors that combines portfolio insights, investment ideas and an AI-powered assistant for stock screening and market queries. With over 6 million app downloads, Liquide is focused on helping users make smarter investment decisions through data and automation.
By integrating smallcase Gateway’s Stock Holdings Import (SHI) and Stock Transactions (SST) modules, Liquide was able to build a seamless experience covering both portfolio intelligence and trade execution at scale.
The Challenge
Liquide needed:
- A secure and scalable way to fetch user portfolios across multiple stock brokers
- The ability to generate actionable portfolio insights such as portfolio scores, concentration risks, and red flags
- A seamless transaction layer to enable stock execution based on recommendations and user-selected stocks
- Infrastructure capable of handling large user volumes and transaction spikes reliably
Building this infrastructure independently would have required separate integrations with every broker, resulting in significant engineering effort, operational overhead, and ongoing maintenance complexity.
The Solution: smallcase Gateway
Liquide integrated smallcase Gateway to power both portfolio data access and transaction execution. Gateway provides connectivity across 20 leading stock brokers in India, covering approximately 97% of active trading accounts.
Two key modules were implemented:
Together, SHI and SST enabled Liquide to deliver a connected user journey from portfolio analysis to investment execution.
Why smallcase Gateway
smallcase Gateway provided plug-and-play SDKs and APIs that simplified both portfolio access and transaction execution.
By using the platform, Liquide was able to leverage ready-to-integrate modules for holdings import and stock transactions across 20 major brokers, along with secure and reliable broker connectivity. This significantly reduced engineering effort, enabled a faster go-to-market, and offered infrastructure designed to scale seamlessly with high transaction volumes.
As a result, Liquide could stay focused on what truly differentiates its offering — building AI-powered portfolio insights, enabling intelligent stock discovery, delivering personalized trading strategies, and creating richer investor engagement and advisory experiences — rather than managing complex backend broker integrations.
Built for Scale
smallcase Gateway’s infrastructure supported Liquide’s rapid growth and high-volume usage across both portfolio imports and trade execution.
The integration enabled Liquide to scale reliably while delivering a smooth and responsive investing experience to millions of users.
