Modern, common-sense investment advice. It is a digital Swiss investment platform that handles advisory and investment processes.

01 Overview
Patrik Hansson
Product owner of Clear Minds
Location
Partnership
Sep 2016 - Jan 2018
Services
Full-cycle Web
Development
Team size
4-8
engineers
02 Challenge

To design and build a scalable investment platform to allow customers to invest their money, receive guidance, and monitor portfolio performance, all in one place. The platform should include:

  • Portfolio Performance block with storage of monthly portfolio values
  • Optimised customer journey based on user feedback
  • Enhanced security and system resilience
  • Implemented document import for each tradable instrument
  • Optimised architecture, including database
03 Solution
1.

Custom Risk Profile Calculator – to determine the client's risk tolerance/the level of risk the client will accept.

2.

Savings Goal Analyzer – to calculate the probability of the stated goal achievement based on the client’s risk profile, initial investment and saving horizon.

3.

Portfolio Proposal Generator – to generate an initial proposal for the investment portfolio based on algorithms, weights, and risk profile.

4.

Historical Performance – to provide statistical data analysis of the investments in the client’s portfolio.

5.

Asset (investment funds) Management System – an interface for trading, integrated with Swissquote, to receive the client's account data.

6.

User Performance – to get investment portfolio performance statistics based on the initial investment and the state of the client’s current account.

7.

Investment Funds Database – to store information about fund markets as well as additional documents and recommendations from advisors.

8.

Investment Portfolio Healthcheck – to compare the difference between your real portfolio and savings target. It includes suggestions on how to achieve your savings target in light of the current state of your portfolio, while keeping in mind all transaction fees.

9.

Admin Dashboard – to manage the investment fund database, users, algorithms parameters, health check templates, emails, and trading instructions.

10.

Integration with Swissquote – to get and display the current information about the client`s account status.

04 Result
We’ve created the first version of an online investment service for Swiss customers. Everyone who is interested in investing money and receiving guidance is welcomed to join.
05 Technologies & Integrations
We used
I would recommend Django Stars for two reasons, they both have to do with professionalism. Professionalism one is from the aspect of the company as a whole. They are very, very professional. The second one is that they are very professional in the technologies they take on.
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      Anastasiia Yuvchyk
      Account Executive, Django Stars
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