Development of an Investor-Focused Market Data Dashboard with Integrated Reporting and Portfolio Management

The client faces difficulties integrating a modern, user-friendly frontend interface with an existing backend system that was not originally designed for current UI demands. This disconnect hampers user experience and reduces the effectiveness of delivering real-time market data and analytics, limiting the platform’s ability to attract and retain retail investors seeking accessible investment tools.

A mid-sized financial technology company providing investment data and trading analytics platforms for retail investors aiming to improve accessibility and decision-making capabilities.

• Create an integrated, scalable web application that consolidates market data, research insights, and portfolio management functionalities.
• Ensure seamless integration of updated frontend components with existing backend systems to support modern UI/UX standards.
• Enable detailed reporting features, including overviews and breakdowns of major trading categories such as blue chips and small caps.
• Implement research and analytics sections that present indexes, updates, and sector-specific data like metals, mining, financials, and materials.
• Develop a standalone portfolio management tool within the platform to allow users to track and manage their investments independently.
• Deliver a fully tested, deployable solution that attracts user engagement and generates revenue growth.

• Reports page providing a general overview and detailed insights into trading categories such as blue chips and small caps.
• Researcher sections presenting indexes, sector updates, and real-time data for metals, mining, financials, and materials sectors.
• An independent portfolio page functioning as an internal portfolio manager for users to set up and track their investments.
• Backend integration to support real-time data retrieval, processing, and storage.
• Frontend redesign to enhance usability, responsiveness, and accessibility across devices.
• Quality assurance processes including testing for performance, security, and correctness before deployment.

• Real-time market data APIs for up-to-date trading information.
• Research analytics feeds for indexes, metals, and sector-specific updates.
• User authentication and account management systems.
• Financial data services for portfolio valuation and transaction processing.

• The platform must support at least 10,000 concurrent users with optimal responsiveness.
• Data synchronization and updates should occur with a latency of less than 2 seconds.
• Security protocols must safeguard user data and comply with relevant data protection regulations.
• The system should be scalable to accommodate growth in user base and data volume without significant performance degradation.

The redesigned investment data platform is expected to significantly enhance user engagement by providing comprehensive real-time market insights and portfolio management tools. This will lead to increased user acquisition and retention, boosting platform profitability. Based on previous similar projects, targeted improvements could result in a 20-30% increase in active user base and a notable uplift in revenue streams generated from platform subscriptions and analytics services.