Operational Efficiency
Automated data imports eliminate the need for manual record-keeping.
Stock & Crypto Analysis Software
All-in-One Trading Analysis Software.
Talk to the Team- Deliverables
- Web App Development
- Industry
- FinTech / Trading
- Duration
- Working Since 2021
- Country
- France
Overview
Business Goals & Project Overview
Business Goals
The client sought to consolidate fragmented trading data into a unified, professional-grade analytics platform. Faced with the inefficiency of manual trade tracking and disconnected brokerage accounts, they needed a robust system to automate data imports and provide actionable insights. Their primary objective was to empower traders with a centralized hub that simplifies performance evaluation, strategy refinement, and long-term goal management.
Project Overview
Since 2021, we have partnered with the client to engineer FixyTrade, a comprehensive trading analytics platform designed to bridge the gap between disparate brokerage accounts and sophisticated performance monitoring. By integrating complex backend security with a responsive frontend architecture, we delivered a scalable solution that automates trade imports and provides deep statistical visibility.
Features Implemented
Key Features & Functionality
Dashboard
We engineered a centralized dashboard that aggregates statistical views from all integrated portfolios. This enables the client to provide users with clear visibility into strategy performance.
Portfolios
We developed a unified portfolio management system that syncs data across multiple brokers. This allows the client to offer a comprehensive overview of balances, gains, and track records.
Portfolio Detail Screen
We built a detailed overview screen that summarizes account health and capital growth. It provides the client with a professional tool for tracking daily, monthly, and yearly performance.
Trades
We implemented a robust trading page that monitors recent positions and fundamental indicators. This feature allows the client to deliver real-time insights into overall earnings direction.
Open Trades
We created a dedicated view for tracking all active, unclosed positions. This functionality helps the client support long-term traders by providing visibility into pending gains and exposure.
Performance
We integrated advanced statistical modules including Trading Scores and DrawDown metrics. This enables the client to offer deep-dive monitoring for users to refine their specific trading strategies.
Goals
We engineered a goal-setting framework that tracks profit and performance targets. This allows the client to provide users with structured planning tools for daily, weekly, and yearly objectives.
Brokers & Platforms
We developed a secure integration layer for various brokerage platforms. This ensures the client can offer seamless connectivity, allowing users to link their accounts with minimal friction.
- 1. Dashboard
- We engineered a centralized dashboard that aggregates statistical views from all integrated portfolios. This enables the client to provide users with clear visibility into strategy performance.
- 2. Portfolios
- We developed a unified portfolio management system that syncs data across multiple brokers. This allows the client to offer a comprehensive overview of balances, gains, and track records.
- 3. Portfolio Detail Screen
- We built a detailed overview screen that summarizes account health and capital growth. It provides the client with a professional tool for tracking daily, monthly, and yearly performance.
- 4. Trades
- We implemented a robust trading page that monitors recent positions and fundamental indicators. This feature allows the client to deliver real-time insights into overall earnings direction.
- 5. Open Trades
- We created a dedicated view for tracking all active, unclosed positions. This functionality helps the client support long-term traders by providing visibility into pending gains and exposure.
- 6. Performance
- We integrated advanced statistical modules including Trading Scores and DrawDown metrics. This enables the client to offer deep-dive monitoring for users to refine their specific trading strategies.
- 7. Goals
- We engineered a goal-setting framework that tracks profit and performance targets. This allows the client to provide users with structured planning tools for daily, weekly, and yearly objectives.
- 8. Brokers & Platforms
- We developed a secure integration layer for various brokerage platforms. This ensures the client can offer seamless connectivity, allowing users to link their accounts with minimal friction.
Our Tech Stack
The Right Tools for Every Challenge
FixyTrade uses a modern tech stack combining Spring Boot and PostgreSQL on the backend with React JS, Vue JS, and Thymeleaf on the frontend.
React JS
Vue JSThymeleaf
The Result
Unified Trading Analytics Platform for Scalable Performance
The platform transformed the client's service offering from manual tracking to an automated, data-driven ecosystem.
Data Integration
- Before
- Manual entry of trades across multiple accounts.
- After
- Automated synchronization with brokerage platforms.
Performance Monitoring
- Before
- Fragmented views of individual trade outcomes.
- After
- Centralized dashboard with advanced statistics.
Strategic Planning
- Before
- Lack of clear historical strategy data.
- After
- Goal-based tracking and deep performance metrics.
| Capabilities | Before | After |
|---|---|---|
| Data Integration | Manual entry of trades across multiple accounts. | Automated synchronization with brokerage platforms. |
| Performance Monitoring | Fragmented views of individual trade outcomes. | Centralized dashboard with advanced statistics. |
| Strategic Planning | Lack of clear historical strategy data. | Goal-based tracking and deep performance metrics. |
From Discovery to Production
Discovery to Production
Discovery & Strategy
Understood the business goals, user needs, existing workflows, and technical requirements.
Solution Architecture
Defined the system architecture, technology stack, integrations, and data flow required for the solution.
Development & Integration
Built the core platform in agile sprints, integrating APIs, backend services, frontend experiences.
Deployment & Rollout
Launched the solution, monitored performance, resolved initial issues, and ensured a smooth transition to production.
Testing & Optimization
Validated functionality, performance, security, and usability before preparing the solution for production.
Use Cases
The Business Case
We delivered a scalable, secure FinTech infrastructure that enables the client to provide high-value analytics to their users.
Market Scalability
The architecture supports seamless integration with new brokerage platforms.
Enhanced User Retention
Advanced analytics provide users with clear value and actionable insights.
Robust Security
Spring Security implementation ensures sensitive financial data remains protected.
Conclusion
FixyTrade is a complete trading analytics platform built for traders in France. The platform connects with multiple brokers, automatically imports trades with all calculations and metrics, and provides detailed performance analytics. With 3 team members working since 2021, the project delivers a unified dashboard for tracking portfolios, setting goals, and improving trading strategy.
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FAQ
We build secure, modular middleware that standardizes incoming data formats, ensuring consistent performance regardless of the specific brokerage platform being integrated.
Timelines vary based on scope, but we prioritize an iterative approach, delivering core functionality first to ensure market readiness while scaling features over time.
We utilize industry-standard frameworks like Spring Security to implement robust authentication, authorization, and data encryption protocols across the entire application stack.
Yes, our use of PostgreSQL and efficient backend architecture is designed to handle large datasets and high-frequency updates without compromising system speed or reliability.
We offer comprehensive post-launch support, including performance monitoring, security updates, and feature enhancements to ensure the platform evolves with your business needs.
