Development of an AI-Powered Algorithmic Trading Platform for Retail Investors

Traditional trading processes are often conservative, complex, emotionally intense, and not user-friendly, requiring substantial time investment and constant monitoring. New entrants, particularly millennials, seek a simplified, transparent, and accessible AI-driven trading experience, but lack a comprehensive, scalable system vision that integrates automation, user engagement, and secure broker connectivity.

A startup aiming to democratize trading by providing a user-friendly, AI-driven trading platform tailored for millennials and individual retail investors

• Refine and develop a clear, comprehensive system vision with well-defined UX, CX, technical, and business aspects
• Enable quick onboarding and learning curve for users, making trading accessible and transparent
• Integrate automated AI-driven trading strategies with a major brokerage platform for seamless execution
• Support scalable growth by designing for increased user base and transaction volume while maintaining system performance
• Identify and mitigate operational, technical, and business risks to ensure platform reliability and trustworthiness
• Deliver a cost-effective, easy-to-maintain platform with minimal operational overheads and transparent fee structures

• User onboarding with quick learning curve and personalized support
• Role and function definition for various user types, including beginners and experienced traders
• A customer journey mapping tool to identify pain points and optimize user experience
• AI-powered trading algorithms capable of executing proven strategies automatically
• Secure integration with a major brokerage API to enable order execution and account linking
• A scalable architecture that supports increased user and trade volumes without operational overhead
• Real-time system operation monitoring and risk management protocols
• A dynamic feature prioritization system for MVP and proof of concept stages

• Brokerage API for order execution and account management
• User data sources for personalized UX and risk assessment
• Monitoring and analytics platforms for system health and performance

• System scalability to support a growing user base with minimal latency
• High security standards, including data encryption and secure authentication
• Reliable broker connectivity with real-time data exchange
• Performance targets ensuring fast response times for trading operations
• Operational efficiency with minimal maintenance overheads
• Compliance with financial regulations and risk mitigation protocols

The new AI-driven trading platform aims to enable accessible, transparent, and automated trading experiences for retail investors, with scalable architecture to support increasing user numbers. It is expected to reduce onboarding and learning barriers, improve trust and engagement, and support rapid growth with minimal operational overhead. The platform’s deployment could lead to a significant expansion of the client’s market share within the millennial investor segment, increase trading volume, and position the client as an innovative leader in retail trading technology.