Honoring
Our Industry Achievements
Industry
FintechPlatform
Android Mobile Application
iOS Mobile Application
Admin Panel
Technology Stack
Flutter for Mobile Applications
Laravel for Backend Development
Overview
The platform is designed to combine social collaboration with personal investing. Each user maintains their own brokerage account, ensuring full ownership of funds and shares.
Users can propose trades, vote within groups, and track both personal and group-level performance.
However, all trade executions happen individually through integrated brokerage platforms, maintaining complete financial independence.
The platform encourages informed decision-making by blending real-time market data, portfolio analytics, and group insights in a seamless user experience.
Key Features
- Users can securely sign up and log in using email verification and OTP-based mobile authentication, ensuring strong account security and seamless onboarding.
- Users can link their personal brokerage accounts (CommSec, Stake) through SnapTrade integration, allowing real-time portfolio syncing while maintaining full ownership of assets.
- The platform provides a comprehensive dashboard displaying total portfolio value, profit & loss, top holdings, and interactive charts for performance tracking and benchmarking.
- Users can control portfolio visibility within groups by selecting full, partial, or hidden sharing, enabling flexible privacy management.
- Users can create or join private investment groups, invite members via links, and collaborate in a controlled environment with up to 50 members per group.
- Group dashboards display aggregated performance insights such as total shared allocation and top holdings, helping members understand collective trends.
- Users can propose single or combined trades within groups and participate in voting (Yes/No/Abstain), enabling collaborative decision-making without enforcing shared execution.
- Upon approval, users independently execute trades through their linked brokerage accounts, ensuring complete financial autonomy.
- Users can search and analyze stocks using real-time market data, including price trends, historical charts, and key stock metrics.
- A detailed transaction ledger records all user activities, which can be exported for reporting, taxation, and tracking purposes.
- The admin panel provides complete control over users and groups, along with Statistics and User’s Feedback Management.
Challenges
- We implemented deep linking to allow users to join groups directly via shared invite links. During implementation, we faced platform-specific lifecycle issues across Android and iOS, including black screens, duplicate navigation, and routes triggering before the app was fully initialized.
- We are facing issues in retrieving accurate holding data from the brokerage.
- SnapTrade does not provide:
- Today’s market value and percentage.
- Total investment value.
- SnapTrade does not provide stock symbol images.
- Paper trading (via Alpaca) uses a simulated environment, which may not reflect real market conditions.
- Based on our research, there is no single provider that supports multiple brokerage integrations with complete data.
- Real-time chat and group communication require low-latency performance and scalability.
- Implementing a poll system within group chat adds complexity in handling votes and real-time updates.
- Handling data inconsistency across different brokers (different formats and missing fields).
- Managing real-time price updates without hitting API rate limits.
- Ensuring data accuracy and synchronization between broker data and calculated values.
- Maintaining performance when users have large portfolios or belong to multiple groups.
- Ensuring data privacy when users share partial portfolio details in groups.
Solution
- We optimized the deep link flow so the app opens first and processes the invite only after the navigator and app state are fully ready. This ensured stable group join handling and consistent behavior across foreground, background, and terminated app states.
- For today’s market value and percentage, we use EODHD to fetch real-time prices.
- We also calculate:
- Total investment value.
- Profit & Loss.
- Other missing metrics not provided by SnapTrade.
- We use EODHD to fetch stock symbol images for all stocks.
- We designed the system to abstract the price source, allowing us to switch APIs in the future if needed.
- We use SnapTrade to support multiple brokerage integrations in a unified way.
- We integrated Socket.IO for real-time chat functionality:
- Users can create groups and discuss investments.
- We implemented a poll system in group chat, allowing users to:
- Share their investment ideas.
- Vote (Yes / No / Abstain).
- Built a data normalization layer to standardize data from different brokers into a single format.
- Implemented caching (e.g., Redis) to reduce API calls and improve performance.
- Used background jobs (queues) to sync portfolio and market data efficiently.
- Applied access control and visibility settings to ensure secure sharing of portfolio data.
- Optimized database queries and used eager loading to handle large datasets efficiently.
Transforming Ideas
into Stunning Designs:
From Wireframe to Wow!
Design Tools
- Figma
- Photoshop
3rd Party APIs/SDKs/Libraries
- SendGrid
- Twilio
- Firebase
- SnapTrade
- EODHD
What Our Client's Say
Testimonial
Great team to work with. Very transparent and as first time movers in this space we felt like the process went very smooth. Looking forward to continue working with the team as we get deeper into our project.
Luke Bowering
Founder
With over 12 years of app development experience, we specialize in offering pertinent IT solutions for medium-sized businesses and corporations. We align with your goals, taking pride in our work and our clients.
