Stock & Crypto Analysis Software

All-in-One Trading Analysis Software.

services

Web App Development

industry

FinTech / Trading

duration

Working Since 2021

country

France

Stock & Crypto Analysis Software

Project Overview

FixyTrade is a complete trading analytics platform that helps you keep track of, evaluate, and accomplish your trading objectives. Users can easily accomplish their trading goals and connect with their broker from a single platform, where they can also keep track of their progress. Users can import trades automatically, including all calculations and metrics, without having to make any manual efforts.

Overview image 1Overview image 2Overview image 3

Challenges

Manual Loan Matching Process
Loan officers work with many lenders but can't quickly find the right loan for their client.
They have to send the client's information to different account executives.
Each one then has to look through the guidelines by hand, which takes a lot of time and can lead to mistakes and losing the leads.
Paper-Based Onboarding
Getting started is often a messy process with paper contracts and little training.
There was no streamlined digital process for signing contracts or completing onboarding steps.
New loan officers lacked structured training to get up to speed quickly.
Fragmented Communication
Talking with Contract processors happens on email or by phone.
There is no single place to find good vendors.
These separate steps slow down deals and cause problems for everyone.
No Unified Workspace
Loan officers, account executives, real estate agents, and processors all worked in separate tools.
Document sharing, guideline access, and team collaboration happened across disconnected systems.
The lack of a central platform made it hard to coordinate and close deals efficiently.

Our Solution

AI Genie for Instant Loan Matching
The Genie AI tool solved the biggest problem by letting loan officers search many lender guidelines at once.
This gives them instant loan matches and cut down on waiting time and the need for manual research.
Loan officers can type a borrower's story in plain English and get ranked results in milliseconds.
Digital Onboarding & Training
The setup process was made digital with easy contract signing and video training with quizzes.
All users now have a clear path to get started on the platform.
The adaptive learning module tracks quiz performance and identifies knowledge gaps.
Unified Collaboration Platform
Teamwork between all roles, including contract processors and real estate agents, now happens in one place.
The vendor store and internal GPT mean loan officers have the tools and answers they need right away.
Chat rooms, community feeds, and document exchange keep everyone connected in real time.
Admin Dashboard & Full Control
Admins have full control through a powerful dashboard.
BrokerAIQ is not just a tool, it's the new way to handle lending in a smart and fast way.
Subscription management, coupon creation, and payment tracking are all built into the admin panel.

Features

FixyTrade includes a set of features built to help traders track, analyze, and improve their trading performance across multiple brokers and platforms.

1. Dashboard

Dashboard gives users access to statistical and analytical views, enabling them to track and keep track of all integrated Portfolios' (Brokers') trades in one location. It enables users to assess the strength and weakness of their trading strategy in order to avoid making the same errors and start making money as soon as feasible. Additionally, users can filter the data on the dashboard based on their needs, such as today, this week, during a period of time, etc.

Dashboard

2. Portfolios

Portfolio offers a view of all the integrated and synced brokers with fixytrade in one location, together with information about them such as their name, balance, gain, profit, track record, and more.

Portfolios

3. Portfolio Detail Screen

The purpose of Overview is to provide you with a summary of your trading account. This page offers the crucial data you need to determine whether your capital is moving in the proper direction. Also, it shows the current balance as well as the gains and losses for the day, month, and year, along with percentage changes.which helps users to set their goals and plan the better trading strategy.

Portfolio Detail Screen

4. Trades

One of the most vital pages is the trading page. It will enable you to keep an eye on your most recent positions, the fundamental trading indicators, and the direction your earnings are headed (up or down). It's a solid summary of your most recent trading performance.

Trades

5. Open Trades

All trades that have not yet been closed can be seen on the open trades page. If you are a long-term trader and want to track your open positions with your pending gains, this is extremely helpful.

Open Trades

6. Performance

This section mostly includes Trading score and Advance statistics, as well as Hourly, Daily, and Monthly win and losses. You will be able to more quickly accomplish your goals and gauge your progress by using the Trading Score. You'll be aware of what to do in order to raise your performance, in essence. Advance statistics includes a variety of indicators, including Maximum DrawDown, Expectancy, Average Hold Time for Win-Loss, Total Trades, Buy/Sell, and many others that enable users to monitor their portfolios in-depth and establish goals.

Performance

7. Goals

This section allows you to set the different trading Goals in terms of profit, pipes based on daily, weekly, monthly and yearly basis.

Goals

8. Brokers & Platforms

The list of all brokers supported by Fixytrade is displayed in this area, where users can log in using the username and password associated with their respective brokerage accounts.

Brokers & Platforms

Backend and Web App Technology Stack

FixyTrade uses a modern tech stack combining Spring Boot and PostgreSQL on the backend with React JS, Vue JS, and Thymeleaf on the frontend.

Backend Security

Spring Security

Database

PostgreSQL

Backend Framework

Springboot

Frontend

React JS

Frontend

Vue JS

Template Engine

Thymeleaf

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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