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I need an end-to-end, web-based investment platform aimed at individual investors. The core of the site is simple: let users open an account, add or import holdings, and see their portfolio value update in real time. Key feature • Portfolio tracking with clean performance charts, asset allocation views, and gain/loss summaries. I’m happy to keep the first release focused on this single feature, yet the overall architecture should leave room for additions such as real-time market data feeds or automated trading later on. Security, responsive layout, and a modern UI framework are non-negotiable. Deliverables • Wireframes (desktop & mobile) • Front-end build (React, Vue, or similar) connected to a secure back-end (Node, Django, etc.) • REST or GraphQL API for portfolio data • Basic admin panel to manage users and holdings • Deployment scripts plus brief documentation for hand-over Acceptance criteria • A new user can register, log in, add positions manually, and instantly see an updated portfolio dashboard. • All data in transit and at rest is encrypted. • The site loads in <2 s on a standard broadband connection and works seamlessly on modern browsers and mobile devices. If this aligns with your skill set and you can deliver clean code with thoughtful UX, I’m ready to get started right away.
Project ID: 40650664
44 proposals
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Active 6 days ago
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44 freelancers are bidding on average ₹3,278 INR for this job

Hi there, I understand you need a comprehensive fintech investment platform that allows users to create accounts, manage holdings, and view real-time portfolio updates. This requires robust backend integration with financial data APIs and secure user authentication. My approach involves building a responsive AngularJS frontend with real-time data synchronization capabilities. I'll implement secure user registration with proper validation, portfolio management features, and integrate reliable financial data feeds for live pricing updates. The Node.js backend will handle user sessions, portfolio calculations, and API communications efficiently. The platform will include features like account creation, holding imports from various sources, real-time portfolio valuation, transaction history, and secure data handling following financial industry standards. I'll ensure smooth user experience with intuitive navigation and responsive design across devices. Best Regards, Khorshed Alam, RS Software
₹920 INR in 9 days
9.2
9.2

Hello, I have 10 years of experience developing secure, responsive SaaS platforms using React.js, Node.js, REST APIs, and scalable database architecture. I can build your investment platform with a clean portfolio dashboard, manual holdings management, performance charts, asset allocation views, gain/loss summaries, authentication, and an administrative panel. I recommend React.js for the frontend and Node.js for the backend, providing a maintainable foundation for future market-data integrations or automated trading features. I would design the API and data model carefully so portfolio values update reliably while keeping user information protected through secure authentication, validation, encryption, and controlled access. Let’s discuss your preferred portfolio data model and first-release priorities. Best regards
₹1,050 INR in 7 days
6.1
6.1

Hi, I can build your web-based investment platform with account signup, manual and imported holdings, and a live portfolio dashboard using React and Node. The architecture will stay modular so market data feeds or automated trading slot in later. I can start today. For the dashboard, I will use encrypted storage and secure sessions so all data stays protected in transit and at rest. Questions: 1) Which broker or data source will you use for holdings import? 2) React or Vue preferred for the front-end? Looking forward to discussing further. Regards, Shayan.
₹915 INR in 1 day
5.7
5.7

Hello Sir, I have already worked on similar types of website and software development projects and I am confident that I can successfully handle your project. I am a full-time freelancer with **17+ years of experience** in web development, software development, automation, and API integrations. My expertise includes: * ASP.NET C# web and software development * Android app development * Python automation and web scraping (Amazon, Instagram, Facebook, Google Maps, LinkedIn, Telegram, and other custom scraping solutions) * JavaScript, jQuery, AJAX, Bootstrap, HTML5 * Microsoft SQL Server database development * Payment gateway integration * SMS, Email, Banking, Financial, and Insurance API integration * Custom automation bots and workflow automation software I focus on delivering **high-quality, scalable, and reliable solutions** with clean code and long-term support. Please contact me in private chat so we can discuss your requirements in detail. I can also show you a **demo of similar projects** I have completed. Looking forward to working with you. Thanks & Regards
₹1,050 INR in 7 days
5.5
5.5

Hello, I have 15+ years of experience in web development, with strong expertise in building secure, scalable web applications and modern responsive interfaces. I understand you need an end-to-end investment platform focused initially on portfolio tracking, with a clean user experience and architecture ready for future expansion. I will deliver responsive desktop and mobile wireframes, secure user registration/login, holdings management, portfolio dashboards, performance charts, asset allocation and gain/loss summaries, along with a secure backend, API and admin panel. I will focus on data encryption, fast loading, responsive performance, clean code, deployment support and clear handover documentation. Let’s connect in one-to-one live chat so I can share relevant work and discuss the detailed requirements, future features, timeline and budget. Regards, Abhijeet
₹15,000 INR in 7 days
6.7
6.7

The key design challenge here is building a focused portfolio-tracking MVP that feels real-time today without locking the platform into an architecture that becomes difficult to extend with market feeds or automated trading later. I’d structure the platform around a responsive React-based dashboard, a secure backend/API layer, and a clean portfolio data model for users, holdings, transactions, allocation, and gain/loss calculations. Security would be handled from the start with encrypted transport, protected authentication, secure data storage, and proper access controls. I’d also keep performance in mind when implementing charts and dashboard updates to support your sub-2-second loading requirement. The deliverables can include desktop/mobile wireframes, the portfolio UI, API, basic admin controls, deployment scripts, and handover documentation. For the initial release, what source should determine each holding’s current price for the “real-time” portfolio value?
₹1,000 INR in 30 days
4.5
4.5

With a hybrid skillset honed over 8+ years in mobile app development, spanning both iOS and Android, I bring a unique perspective to your fintech project. Not only have I developed high-performing mobile applications, but I have also built an impressive backend portfolio. This experience positions me aptly for your venture as a full-stack developer, versed in Figma, React, Node.js, and more. Your scope of work implies an emphasis on security, real-time data management alongside a modern UI framework- aspects which have been second-nature to my operation throughout my career. I assure you the final product will leverage clean-code and thoughtful user-experience mapping to make every interaction with your site engaging. Furthermore, I value open communication to set clear milestones and calibrate project expectations along the way. Thus as we are aligned on values and the role entails work that combines my two areas of expertise- mobile-app and backend services development- I'm excited to join forces!" Encrypted data protection, scalability and rapid deployment are part of my competencies that your project demand. What sets me apart is my unflinching commitment to quality delivery
₹1,050 INR in 1 day
4.9
4.9

Being a seasoned Website and Mobile Designer and Developer, I bring over 6 years of experience in the Design and Branding Industry. My repertoire includes developing websites/platforms on AngularJS and Node.js - two frameworks that align perfectly with your platform requirements. My proficiency in HTML ensures clean, fast-loading sites that work seamlessly on modern browsers and mobile devices as you've stated in your acceptance criteria. My portfolio showcases designs that are minimalistic, modern, and UI-focused - all key attributes for your fintech investment platform. Having had the opportunity to work on projects involving REST and GraphQL APIs as well as sophisticated admin panels, I assure you of delivering beyond just a basic system for users but something comprehensive and robust. Moreover, my extensive experience in building secure applications adheres perfectly to your need for data encryption in transit and at rest. I've also developed a reputation for timely delivery with constant communication. I'm excited about the challenge this project presents and armed with my skills, experience, sound judgment, let's achieve greatness together.
₹600 INR in 1 day
3.5
3.5

Hi, I can build your fintech investment platform with a modern, responsive UI and secure backend. I have 10+ years of development experience with React/JavaScript, Node.js, APIs, databases and secure web applications. I’ll implement user registration/login, manual portfolio/holding management, real-time portfolio calculations, gain/loss summaries, performance charts, asset allocation and a basic admin panel. The architecture will be scalable for future market-data feeds and trading features. I’ll also focus on encryption, secure API design, responsive performance, deployment and clean documentation. I’m ready to start with the wireframes and MVP development and can discuss the exact workflow and milestones.
₹1,050 INR in 7 days
3.2
3.2

Hello I reviewed your requirements and would love to build a secure, responsive investment portfolio platform focused on simple portfolio management, real time value updates, and clear performance insights Key Highlights • Secure user registration, login, and portfolio management • Manual holding entry with instant portfolio value and gain/loss updates • Performance charts, asset allocation, and portfolio summaries • Responsive desktop and mobile wireframes with modern UI • Secure backend with REST or GraphQL APIs and encrypted data • Admin panel for managing users and holdings • Scalable architecture ready for market data and future trading features • Deployment scripts, testing, optimization, and handover documentation Our team can handle the complete process from UX wireframes and architecture through frontend, backend, API development, security implementation, testing, deployment, and documentation We’ll focus on fast loading performance and a modular foundation that can scale with future investment features Looking forward to building a clean and reliable investment platform with you Regards Plexikart
₹1,050 INR in 16 days
2.3
2.3

Your search for an end-to-end solution ends here! I, Geetam, bring more than a decade of experience to the table. My full-stack capabilities extend from sleek UI design and web development to cloud deployment and ongoing support. I've successfully navigated clients through complex platform builds like yours, ensuring all deliverables are met meticulously. What sets me apart is my passion for integrating AI into solutions and streamlining business processes. This aligns perfectly with your fintech product design, where efficient data management is key. I have profound knowledge in areas like NLP, OCR, and AI SaaS Development that can be harnessed to automate tasks like document processing or building recommendation systems for your platform's future iterations. With me as your singular technical partner, you eliminate the hassle of managing multiple teams, reducing coordination overheads significantly. My commitment to clean code, thoughtful UX design, and a long-term maintenance approach ensures that the final product will not just meet your expectations but also align with your business objectives for years to come. Let's get started today!
₹1,050 INR in 7 days
1.6
1.6

I can build your secure, responsive investment portfolio tracking platform with a clean dashboard focused on portfolio value, performance and asset allocation. I’ll cover: Desktop and mobile wireframes User registration/login and secure authentication Manual portfolio/holding management Real-time portfolio value updates Performance and gain/loss charts Asset allocation visualisation Secure REST API and database Admin panel for users and holdings Encryption for data in transit and at rest Responsive, modern UI Performance optimisation for fast loading Deployment scripts and technical handover I’ll keep the architecture modular so market-data integrations, automated trading and additional investment features can be added later without rebuilding the core platform. The first milestone can focus on the authentication and portfolio workflow, followed by the dashboard, APIs/admin panel, security testing and deployment. Regards, Ritesh
₹1,050 INR in 7 days
1.8
1.8

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details.
₹950 INR in 2 days
0.6
0.6

Hello, I am excited about the opportunity to work on building a Fintech investment platform. With my skills in JavaScript, Website Design, HTML, Node.js, AngularJS, and Web Development, I am confident in delivering a seamless end-to-end platform for individual investors. I have experience in Portfolio Management and creating REST APIs. I am ready to start immediately and deliver clean code with thoughtful UX. Thank you.
₹1,050 INR in 7 days
0.0
0.0

Hello, Soch Digital is a team with over 5 years of experience in JavaScript, Website Design, HTML, and Web Development. We have carefully reviewed your project requirement for building a Fintech Investment Platform. We understand the need for a user-friendly platform that allows individual investors to track their portfolios in real-time. Our team will ensure the successful completion of this project by developing a responsive web application with a modern UI framework, secure back-end, and efficient API for portfolio data. We will also provide wireframes, front-end build, admin panel, deployment scripts, and documentation for a seamless hand-over. We are committed to maintaining effective communication throughout the project and are excited to work on this innovative platform. We look forward to hearing from you soon. Thanks, Soch Digital
₹1,100 INR in 7 days
0.0
0.0

Good day! I understand that you're looking to build a modern, secure web-based investment platform where individual investors can manage their holdings and clearly track portfolio performance. Based on your requirements, I understand that the first release will focus on portfolio tracking, including manual/imported holdings, real-time portfolio value updates, performance charts, asset allocation and gain/loss summaries. The platform should also have a secure backend, REST or GraphQL API, admin panel, responsive UI, and an architecture that can later support market data feeds or automated trading. Question 1: For the first release, should portfolio values be calculated from manually entered prices, or do you already have a market-data provider in mind for real-time pricing? Question 2: Do you already have a preferred technology stack such as React + Node.js, or are you open to recommendations based on scalability and performance? I would love to schedule a meeting or have a detailed conversation about the project to clarify some concerns about the project, this way I can demonstrate my capabilities perfectly and suggest the best result possible. Thank You!
₹600 INR in 7 days
0.0
0.0

Hi, I can build your complete investment portfolio platform end-to-end, with a clean UI and powerful real-time functionality. I’ll deliver: - Secure login & user accounts - Portfolio/holdings management - Import or manually add investments - Real-time market price & portfolio value updates - Profit/loss tracking and analytics - API & database integration - Responsive web design - Testing, optimization & deployment I focus on clean code, fast performance and a professional investor-friendly UI.
₹1,250 INR in 7 days
0.0
0.0

Hi, I can help you complete this project efficiently and according to your requirements. I have experience with programming, web development, databases, and problem-solving, and I focus on writing clean, reliable, and maintainable code. I will communicate clearly throughout the project and make sure the final result meets your expectations. I can start immediately and deliver within the proposed timeline.
₹1,050 INR in 10 days
0.0
0.0

I'll deliver a production-ready investment platform built with React on the frontend and Node.js/Express on the backend, complete with secure user authentication, encrypted data handling, and a clean portfolio dashboard with real-time performance charts and asset allocation views. The architecture will use PostgreSQL for data persistence, implement proper encryption for sensitive holdings data, and follow REST API best practices for future scaling. I'll include wireframes for desktop and mobile, a basic admin panel for user management, and deploy everything with clear documentation so you can hand it off smoothly. Performance optimization will ensure sub-2s load times, and the responsive design will work flawlessly across all modern browsers and devices.
₹606 INR in 4 days
0.0
0.0

Hello, I can build your investment portfolio platform using **React, Node.js, and REST APIs**, with a clean responsive UI and secure backend architecture. The platform can include: * User registration and secure login * Add and manage investment holdings * Portfolio value and gain/loss calculations * Performance charts and asset allocation * Responsive portfolio dashboard * Basic admin panel * Secure REST API * Scalable architecture for future market-data API integrations I will structure the backend so features such as real-time market prices and automated trading can be added later without rebuilding the core system. I can work with milestones and provide regular progress updates so you can review the development throughout the project. I would be happy to review your wireframes and requirements and start working on the platform.
₹950 INR in 7 days
0.0
0.0

Thane, India
Member since Aug 16, 2026
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