PROJECT

Investment management software for one view of portfolios and trades

Custom software development, Portfolio tracking, Market-data integration, Investment analytics, Trade execution, Mobile and web app development, Secure authentication

  • Industry: Investment management
  • Hungary Location: Hungary
  • Delivery time: 16 weeks
  • Technologies: JavaScript / TypeScript (Node.js), Python
4+ months

This Hungarian investment firm spends time bringing portfolio values, market information and transaction activity into a clear view. The investment management software takes in market feeds, portfolio data and trading information, then gives investors and advisers live values, performance analysis and trade tools in one app. It covers stocks, bonds, cryptocurrency, mutual funds and other assets across mobile and web access.

Summary

Problem

The investment firm works with changing asset values, market data, portfolios and transactions that need one clear view.

Solution

The solution became an investment management app for live values, secure access, portfolio tracking, analytics and trades.

Result

The software is made to give the investment firm one clear view of investment data, analysis and transactions.

Client story

The client is an investment firm from Hungary. It manages investment portfolios and works with changing market data, asset positions and transactions across multiple asset types.

Current values, investment statuses, transaction history and performance over time all matter to the firm's daily decisions. Market information, portfolio analysis and trade activity are part of this work.

The request was simple: provide current market and portfolio valuation data, protect financial access, track investments and show performance and risk analysis.

The solution was shaped as a modular app with a portfolio overview, market analysis and trade ticket, portfolio recommendations, and secure data connections. The structure left room for later additions such as savings goals, cryptocurrency tracking and trading strategy templates.

The client asked for

  1. Show current market and portfolio valuation data
  2. Protect accounts and financial data securely
  3. Track portfolios, assets, transactions and returns
  4. Show performance, risk and market analysis

Why ready-made software did not fit

Ready-made investment portfolio management products cover portfolio tracking, reporting and investor communication. They did not bring this firm's requested combination of live market data, trade execution, market analysis, recommendations and financial guidance into one tailored portfolio workflow.

Project overview

The solution was designed around one connected view of investment activity. The portfolio screen brings values, asset positions, transaction history, performance and market updates together for investors and advisers.

To handle live decision-making, a market analysis and trade screen was provided. It combines current quotes, price charts, market analysis, order details and execution status in one place.

The analysis screen shows performance, risk factors, recommendations, comparisons and market alerts. It gives investors and advisers a focused view of portfolio data.

The data connections screen keeps market feeds, broker or trading APIs, portfolio imports and account protection settings visible to operations. Two-factor and biometric authentication are supported where required.

Modules were added one by one, leaving room for later forms, automations and integrations without rebuilding the whole system.

Key features delivered

  • Live portfolio values and asset positions
  • Investment and transaction tracking
  • Market quotes and price charts
  • Trade orders and execution status
  • Portfolio performance and risk analysis
  • Investment recommendations and market alerts
  • Market-data and trading API connections
  • Two-factor and biometric authentication settings

Can be added

+ Savings goals + Cryptocurrency price tracking + Retirement stress tests + Trading strategy templates + Algorithm optimisation + Withdrawal approval workflows + Banking dashboard synchronisation

Who else can use this solution

Businesses with a similar task can adapt the same solution to connect portfolio data, market information, analysis and transactions.

A stock, options and futures trading business

Task It needs live market data and trade execution for active investment operations.
How the solution helps The solution brings quotes, market analysis, trade orders and execution status into one workspace.
Investment firms

A mutual fund distributor

Task It serves retail investors with portfolio information, performance views and market updates.
How the solution helps The solution provides portfolio tracking, current values, performance comparisons and investment guidance.
Investment firms

An investment adviser

Task It needs recommendations, risk views and portfolio guidance for investment decisions.
How the solution helps The solution combines portfolio analysis, risk factors, recommendations and market alerts.
Investment firms

Technology stack

JavaScript / TypeScript (Node.js)

Application development

JavaScript and TypeScript support the application.

Python

Exchange and trading connections

Python supports cryptocurrency exchange and Hyperliquid trading connections.

PHP

Analytics event connection

PHP connects the application with analytics tracking.

@myx-trade/sdk

Trading operations

@myx-trade/sdk (a library for trading operations) connects the app with MYX trading functions.

ccxt

Cryptocurrency exchange access

ccxt (a library that connects to cryptocurrency exchanges) supports cryptocurrency trading connections.

hyperliquid-python-sdk

Hyperliquid API trading

hyperliquid-python-sdk (a Python library for Hyperliquid trading) connects the app with Hyperliquid API operations.

zumba/amplitude-php

Analytics event tracking

zumba/amplitude-php (a PHP library for sending analytics events) supports application usage tracking.

plotly

Interactive performance charts

plotly (a charting library for interactive data visualisation) displays portfolio and market charts.

Integrations

Market-data feeds

Market-data feeds provide current stock, bond and other asset information.

Broker and trading APIs

Broker or trading APIs carry portfolio data, orders and execution information.

Cryptocurrency exchanges

ccxt and hyperliquid-python-sdk connect cryptocurrency trading data and operations.

MYX Trade

@myx-trade/sdk connects the application with MYX trading operations.

Amplitude

The PHP analytics SDK sends application tracking events to Amplitude.

The result

A current portfolio view for faster review

The portfolio overview gives the investment firm one place for current values, asset positions, investment statuses and transaction history. A performance chart and market update area keep changes visible alongside the portfolio.

The portfolio view brings values, transactions and market updates together for investors and advisers.

How it works

  1. The portfolio summary shows portfolio values and asset positions.
  2. The performance chart shows performance over time.
  3. The investment list and market update area show transactions, investment statuses and current stock or bond prices.
  • Portfolio value and asset allocation
  • Performance over time
  • Investment and transaction list
Portfolio overview with live values

Portfolio overview with live values

Functions on this screen
Manage investment portfolio Investment tracking features Track portfolio performance Display real-time stock data Track bond prices

Market analysis connected to trade execution

The market screen puts live quotes, price charts and market analysis beside the trade order form. The execution status keeps the state of each trade visible in the same flow.

This gives the trader or analyst a direct path from current market information to an investment transaction.

How it works

  1. The live quote panel displays real-time stock data.
  2. The market analysis view and price chart show current market information and opportunities.
  3. The trade order form and execution status show trading orders, executed trades and execution information.
  • Live quote panel
  • Market analysis and price chart
  • Trade order and execution status
Market analysis and trade ticket

Market analysis and trade ticket

Functions on this screen
Display real-time stock data Analyze market opportunities Real-Time Trade Execution

Risk and recommendations in the portfolio context

The analysis screen turns portfolio data into risk and performance views. It places risk factors, recommendations, comparisons and alerts together for investors and advisers.

The result is a clearer basis for reviewing portfolio performance and possible investment opportunities.

How it works

  1. The portfolio analysis summary shows portfolio performance.
  2. The risk assessment area shows risk factors.
  3. Recommendation cards, performance comparison and market alerts show guidance and investment opportunity alerts.
  • Risk assessment
  • Performance comparison
  • Investment recommendations and market alerts
Tip: Recommendations and alerts are shown alongside portfolio performance and risk factors.
Portfolio risk and recommendations

Portfolio risk and recommendations

Functions on this screen
Portfolio Analysis Tool Generate Investment Recommendations Market Updates

Connected financial data with protected access

The operations screen brings data connections and account security into one administrative view. It shows market-data feeds, broker or trading API status and portfolio imports alongside authentication settings.

This structure helps the firm keep financial sources and protected access visible without separating them into unrelated tools.

How it works

  1. The connection list shows market-data feeds and broker or trading API status.
  2. The portfolio import area processes portfolio data.
  3. The authentication settings show two-factor and biometric authentication options.
  • Market-data connection list
  • Portfolio data import
  • Two-factor and biometric authentication settings
Note: Authentication options are included where the firm's security rules require them.
Data connections and account security

Data connections and account security

What the solution gives

With this solution, the investment firm can:

  • Review portfolio values, positions and transactions in one place
  • Monitor current stock, bond and other market information
  • Analyse performance, risk factors and investment opportunities
  • Create and track trades with execution information
  • Connect market-data, broker and trading sources
  • Protect access with two-factor or biometric authentication where required

Could ready-made systems do the job?

Before the design, the task was compared with ready-made products by their own descriptions.

What the client needs Portfolio management platforms Morningstar Direct, Orion Advisor Technology, SimCorp One Investment research platforms Seeking Alpha, Morningstar Direct Financial planning platforms Envestnet | MoneyGuide, Morningstar Office Custom solution
Show current market and portfolio data partly
Protect accounts and financial data partly — partly
Track portfolios and transactions —
Show performance, risk and analysis
Fits the client's own rules: stages, roles, reports — — —
All steps in one place — — —
No manual steps between programs partly — partly

By the public descriptions of the products and their category.

The main parts of the task exist in portfolio management, research and financial planning products. A ready-made product is enough when only one of these parts is needed.

This investment firm needed a tailored combination of live data, trade execution, analysis, recommendations and secure connections. The parts were spread across products, while the firm's own stages and rules required one connected workflow.

In the end

In the end, the solution was made to give the investment firm one connected path from market data to portfolio analysis and transactions.

FAQ

Thinking about building a similar system? Read the answers below to see how portfolio tracking, market data, analytics and trading connections fit into one product.

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