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Investment App for Investors to Manage and Track their Investments
Cross platform investment tracker mobile app which allows investors to facilitate easy and real-time portfolio monitoring and planning.
- Investment /
- USA /
- Started 2019 – End 2023
Client profile
The client is an innovative technology software provider with a leading expertise in professional business services. The company delivers innovative and sustainable technology solutions to the capital markets, treasury, and wealth management industries.
Challenge
The app should include the following features:
- Client onboarding
- Easy management of stocks
- Tracking performance of stocks
- Data on returns and percentage weight
- Interactive charts
- Highest security level
Our client had a strict deadline of 2 months to release the first version of mobile app, so taken everything into consideration we proactively suggested Flutter technology as the main stack for mobile application development. We had 2 years of experience with Flutter at that time, and we knew that apps built on Flutter usually take 30-50% less time to develop features in either iOS or Android apps.
Technology stack
Magnise initiated the project with a product design workshop. Based on a client’s draft wireframes and overall ideas our team prepared the work flow of the app and its functionality. After the confirmation of our client, we started to elaborate on the UX/UI design.
Building UX/UI design for track investment apps is a big challenge. You must conduct deep research, talk to users and clients, brainstorm, perform testing and meet legal compliance, and still be adaptive to change.
As a result we came up with a simple but pleasant design that helps the user to accomplish their goals.
Core features and functionalities
We designed a sign-in system by using biometric authentication.
Is an introductory guide for a newcomer user, which includes KYC and AML procedures and banking account opening.
In the home screen the user can view his watchlist and all different stocks. With the help of search, it is easy and efficient to find desired information. Once you choose the stock you can Buy or Sell the stock. You can as well check all about stock performance.
Overview of client's total balance, earnings, net deposits, and many more – all gathered here. Clients can track how their portfolio performs in many different charts.
In this screen you can see all accounts information and manage app settings.
