What features are included in the Portfolio Tracking App developed by ValueCoders?

The Portfolio Tracking App includes features such as real-time portfolio monitoring, asset tracking, performance analysis, customizable reports, and alerts for market trends and investment opportunities.

How does this Portfolio Tracking App enhance investment portfolio management?

This app allows users to track their investment performance in real time, analyze portfolio health, and make informed decisions based on data-driven insights, ultimately enhancing management efficiency.

Is this app customizable to meet specific business requirements?

Yes, ValueCoders offers customization options to tailor the app according to the unique requirements of each business, ensuring it aligns with specific investment goals and workflows.

What technologies were used in developing this Portfolio Tracking App?

The app was developed using advanced technologies, including cloud integration, big data processing, and data visualization tools, to ensure robust functionality and seamless user experience.

Can this Portfolio Tracking App integrate with other financial or investment platforms?

Yes, the app is designed with integration capabilities, allowing it to connect with various financial platforms and data sources to centralize portfolio information and provide a comprehensive view of investments.

Maximizing Gains with Portfolio Tracking App

Portfolio Tracking App

Our client envisioned an investment platform for Indians to effortlessly track diverse assets, from Stocks and Mutual Funds to Bonds, F&O, PMS, AIF & many other assets. We developed a product that empowers users to gain complete visibility into portfolio performance across asset classes.

Technology Used:

Node JS
React Native

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Project Synopsis

The aim was to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes. The app tracks and manages your investments in Stocks, Mutual Funds, Bonds, F&O, PMS, AIF & many other assets.

Additionally, advisors can maintain client investments in category-wise & family-wise portfolios and import PMS & AIF statements.

Project Requirements/ Context

The client’s primary objectives involve implementing user-tracking capabilities and enhancing access management. Additionally, they aim to incorporate features such as displaying performance charts of stocks, refining the user interface for a more intuitive experience, and integrating new modules into the application.

These initiatives collectively reflect the client’s ambition to optimize user engagement and provide a seamless platform for monitoring stock performance.

Type of Users

Investors
Traders
Portfolio Managers
Financial Advisors
Analysts

Project Flow

Admin:

Multi-factor authentication for enhanced security.
Efficientaccount management for investors, financial advisors, and platform staff.
Comprehensive analytics tools for refining offerings based on user engagement.
Push notifications and email alerts for market updates and account notifications.
Supervision of promotional campaigns, referral programs, and discounts to enhance the user experience.

Investors (Customers):

Secure registration process.
Customizable financial goals and investment preferences.
Diverse investment options.
Automation for portfolio building, balancing, and diversification.
Real-time updates on stocks and relevant news.
Direct messaging system for advice and collaboration.
Access to stock screeners and analysis tools.

Financial Advisors (Professionals):

Trusted access with multi-factor authentication.
Profile creation showcasing expertise, strategies, and performance.
Convenient appointment scheduling.
Secure communication with clients for strategy discussions.
Display of certifications, licenses, and achievements.
Client feedback management for building trust.
Participation in virtual events to stay updated on market trends.

Key challenges

Key Challenges

Key Challenges	Solutions
Charts	Initially, we had some issues while creating charts. After some R&D and with our team’s efforts, we found a solution and created it successfully.
Custom Calendar	Similarly, we never implemented custom calendars in mobile applications. So, we researched and found a solution to implement it.

Solution Implementation

In the initial phase, we started gathering all the information about the project, like which features we had to implement and which services were required. We started using their website to understand what MProfit is all about. Thereafter, we took a module-wise approach to implement the changes and features.

After gathering all the information, we implemented the code structure for adding UI to the Mobile app.
In the application for chart implementation, we searched and read from the internet and implemented them successfully.
The project aims to implement a mobile app showing charts and cards with amount value and other things.

Results

ValueCoders played a pivotal role in bringing the vision of a Stock Investment Platform to life. Our expertise and commitment ensured the successful delivery of a bug-free module that seamlessly incorporated all outlined features. This upgrade significantly enhanced the platform’s user-friendliness and contributed to our team’s growth.