I am seeking a capable developer to build the Investr web application with specific features and a professional theme.
Key Features:
- Real-Time Stock Data and stock screener: Application should have the ability to display real-time stock information.
- Financial News Feed: Keep users updated with the latest financial news.
- Portfolio Tracking: Users should be able to effortlessly track their stock portfolio.
User Interface:
- Professional: I prefer a clean, fuss-free and professional user interface that embodies trust + reliability.
Integration:
- Investr must integrate seamlessly with stock market APIs, enabling user access to abundant and accurate data.
Skills & Experience:
- API Integration
- Web development
- Knowledge in financial markets would be an advantage.
Detailed requirement
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Investr Web Application Detailed Documentation
Overview
Investr is a comprehensive web application designed to provide detailed stock analysis and financial data similar to Trendlyne. This document outlines the scope of work, detailed features, necessary third-party integrations, and project handover procedures required for developing the application.
User Roles
Investor Users:
Free Users
Paid Subscribers
Blog Publisher
Can create and manage blog posts with images, text, and rich text.
Admin
Manages the entire application including users, subscriptions, and content.
User Access Based on Subscription
Free Users:
Limited access to stock screeners and financial data.
Access to a limited number of blog posts.
Can view ads.
Paid Subscribers:
Full access to all stock screeners and financial data.
Ad-free experience.
Access to premium blog posts.
Priority customer support.
Subscription Models
Basic Subscription:
Monthly and annual payment options.
Access to advanced stock screeners.
Ad-free experience.
Email support.
Premium Subscription:
Monthly and annual payment options.
Access to all features and tools.
Priority customer support.
Exclusive content and reports.
Detailed List of Features
User Management
User Registration and Login:
Allow users to register and log in using email or social media accounts (Google, Facebook).
Email verification process.
Password recovery and reset functionality.
Subscription Management:
Allow users to subscribe to different plans (free, basic, premium).
Option to upgrade or downgrade the subscription.
Automated billing and invoicing using a payment gateway (Stripe, PayPal).
User Dashboard:
View and manage subscription status.
Access to personalized stock watchlist.
View usage statistics and reports.
Admin Dashboard
User Management:
View list of all users with search and filter options.
Manage user subscriptions (upgrade, downgrade, cancel).
Generate and manage coupon codes for discounts.
Change user access based on subscription.
Subscription Management:
Set and update subscription pricing.
View subscription statistics and reports.
Content Management:
Publish and manage blog posts with rich text editor.
Upload images and media.
Schedule blog posts for future publication.
Categorize and tag blog posts.
Support Management:
View and manage support tickets created by users.
Assign tickets to support staff.
Track ticket status (open, in-progress, resolved).
Respond to user queries and issues.
Stock Screeners
Financial Screeners:
P&L Screener:
Filter stocks based on profit and loss statements.
Balance Sheet Screener:
Filter stocks based on balance sheet data.
Cash Flow Screener:
Filter stocks based on cash flow statements.
Ratio Screener:
Filter stocks based on financial ratios (e.g., P/E, ROE, Debt/Equity).
Market Screeners:
Price Screener:
Filter stocks based on price metrics (e.g., price trends, 52-week high/low).
Shareholding Screener:
Filter stocks based on shareholding patterns (e.g., promoter holding, FII/DII holding).
Technical Screener:
Filter stocks based on technical indicators (e.g., moving averages, RSI, MACD).
Industry Screener:
Filter stocks based on industry classifications.
Mutual Fund Screener:
Filter mutual funds based on performance, risk, and return metrics.
Categorize funds by type (e.g., equity, debt, hybrid).
IPO Screener:
Display upcoming and recent IPOs.
Provide detailed IPO data (e.g., issue size, price band, subscription status).
Suggest whether to invest in IPOs based on analysis.
Additional Features
Alerts and Notifications:
Set up alerts for stock price changes, news updates, and portfolio performance.
Email and SMS notifications using third-party services (Twilio, SendGrid).
Analytics and Reports:
Generate detailed reports on portfolio performance.
Historical data analysis and visualization using charting libraries ([login to view URL], D3.js).
Community Features:
User forums for discussion and knowledge sharing.
User ratings and reviews for stocks.
Ticket-based Support:
Allow paid users to create support tickets.
Admin dashboard to view, manage, and resolve support tickets.
Admin-Defined Screeners:
Allow admins to create custom screeners based on various data points.
Additional Screeners from Trendlyne
All-in-One Screener:
Prebuilt screeners for intraday price, moving averages, price and pivots, shareholding, and relative returns.
Candlestick pattern analysis for bullish and bearish zones.
Volume and delivery screeners for tracking delivery volumes over different periods.
Relative returns screener for viewing stock performance over time (Trendlyne) (Trendlyne) (Trendlyne).
Third-party Integrations
Payment Gateway:
Stripe
PayPal
Analytics:
Google Analytics
Google Search Console
Notifications:
Twilio (for SMS)
SendGrid (for email)
Performance Monitoring:
Google PageSpeed Insights
Third-party APIs for Data
Stock Market Data:
Alpha Vantage
IEX Cloud
Financial Modeling Prep
Yahoo Finance API
Quandl
News and Updates:
NewsAPI
Finnhub API
Technology Stack
Frontend:
HTML, CSS, JavaScript (React.js or Angular)
Responsive design for mobile and desktop
Backend:
Node.js or Django (Python)
RESTful API development
Database:
PostgreSQL or MySQL
Redis for caching
Hosting and Deployment:
AWS or Google Cloud Platform
CI/CD pipeline for automated deployments
Project Handover
Source Code:
Provide access to the source code repository (e.g., GitHub).
Include a README file with setup and deployment instructions.
Documentation:
Detailed documentation for code, setup, and deployment.
User manual for admins and users.
UAT (User Acceptance Testing):
Allow a period for user acceptance testing.
Fix any bugs or issues identified during UAT.
Security Measures:
Ensure the application follows best practices for security (e.g., data encryption, secure authentication).
Conduct security testing to identify and fix vulnerabilities.
Post-launch Support:
Provide a period of post-launch support for bug fixes and minor updates.
Penalties for Bugs
Severity Levels:
Critical Bugs: Application crashes or major functionality is broken. Must be fixed within 24 hours.
High Bugs: Significant issues affecting user experience. Must be fixed within 48 hours.
Medium Bugs: Minor issues with limited impact. Must be fixed within 5 days.
Low Bugs: Cosmetic or trivial issues. Must be fixed within 10 days.
Penalties:
Penalties for missing bug resolution timelines will be negotiated and agreed upon in the contract.
Hi
With over a decade of experience and a comprehensive skill set in full-stack development, I believe I am the ideal fit for your Investor Stock Analysis Application. As ranked in the top 7% profiles on freelancer.com with a track record of 96% project completion rate, your project's success is my top priority.
Not only have I completed over 300+ projects, but my stack-depth understanding of AngularJS, ReactJS, PWA alongside my MEAN/MEARN skills will aid me in providing a professional and reliable user interface that you desire.
So let's partner up and Create Investor, where technology can amplify investor spirits!
Regards
Parvesh Saini
Digital Innovations
With my extensive experience of over 7 years in web and app development with a variety of languages and technologies such as Node.js, React.js, and JavaScript, I am confident in my ability to bring your vision for the Investr Stock Analysis Application to life. My proficiency in API Integration will ensure seamless integration with stock market APIs, which is crucial for accurate real-time stock data delivery, stock screener functionality, financial news feed updates, and portfolio tracking features.
Moreover, I believe my diverse technical acumen can complement the finance-focused nature of this project. While not an expert in financial markets per se, I possess adaptability to learn new domains quickly and can leverage my knowledge of cloud computing and APIs to deliver a robust and trustworthy application that keeps users informed with the latest financial news and seamlessly tracks their stock portfolios.
To conclude, selecting me as your developer means choosing someone who commits to your satisfaction wholeheartedly. My commitment extends beyond mere development but also includes providing support post-development.
Drawing from my diverse skillset as a Full Stack Developer, with specialized experience in Blockchain Development and Web development, I am an ideal candidate to create the Investr Stock Analysis Application. Your requirement for seamless API integration aligns perfectly with my aptitude and history of successful integration.
Finally, I offer value beyond application development; as a Digital Marketing expert, my skills will ensure your app receives the exposure it deserves. With prompt support, meticulous testing, and documentation that includes insights and suggestions for improvement, I am dedicated to ensuring our collaboration yields an industry-defining application that empowers investors globally!
Regards
Bharat
Hello,
Greetings of the day!!
I have understood your requirement in the project that **you are looking to create a web application for stock analysis and financial data, similar to Trendlyne, with features like real-time stock data, financial news feed, portfolio tracking, and a user-friendly interface.**
I have 10+ years of experience in Nodejs, Python, AI/ML, Web Designing/Development, HTML5, PHP, E-commerce, and Mobile Application development using Ionic, React Native, and Flutter, etc.
I am able to do this work as I have the necessary knowledge. So I think I can handle your requirement decently. If you need any clarifications on my bid, please let's talk about it. I hope to hear from you soon so we can get things done.
Thanking You,
Regards,
Priyank Bhargava
As an experienced and versatile developer, I believe that my skillset aligns seamlessly with your needs for the Investr application. Specifically, I bring a wealth of knowledge to bear on API integration and web development, two areas that are crucial for crafting a real-time stock application like Investr. My familiarity with financial markets serves as an added advantage in understanding the project complexities and delivering a robust solution tailored to your needs.
In terms of backend development, my expertise in Python - especially using frameworks like Flask and Django - empowers me to craft powerful, scalable high-performing backend systems. On the frontend, I'm particularly skilled with React.js which will help me create the straightforward and professional user interface you desire for Investr.
Further leveraging MySQL, SQL, and MongoDB databases management skills, I can ensure data reliability at all times. Additionally, having been exposed to Node.js strengths, such as speediness and scalability, I can maximize the efficiency of server-side applications for top-notch financial data delivery. Overall, what sets me apart is not only my technical expertise but also my ability to leverage AI functionalities (such as OpenAI and ChatGPT) which would enable
Hello there.,
I have 7+ years of experience in Website Design, eCommerce, HTML, Shopify, and Shopify Templates. I have carefully read the requirements for your project. I plan to tackle this project by first understanding the specific needs of each of your multiple Shopify stores. I will then efficiently handle product listings, updates, and provide excellent customer service. With my expertise in Shopify, I will ensure seamless navigation and organization across all platforms. You can
To kickstart our collaboration, please provide more details about the specific tasks and expectations you have for each of your Shopify stores.
Best regards,
Imran
? Experienced Web Developer Ready to Bring Your Vision to Life! ?
Hi there!
With over 5 years of hands-on experience in HTML, CSS, JavaScript, AJAX, jQuery, PHP, and MySQL, I am excited to offer my expertise to transform your ideas into a stunning and functional website! ?
? Need a glimpse of what I can do? Just ask for a demo project and see for yourself!
What I bring to the table:
✅ Clean and efficient code
✅ Responsive and user-friendly design
✅ Timely delivery
✅ Excellent communication
Let's collaborate to create something amazing! ?
Looking forward to working with you! ✨
Best,
Dwipayan Dubey
? Contact me now for a free consultation
EXPERT IN JavaScript, Node.js, Full Stack Development, Finance and MySQL
DEAR EMPLOYER,
I’ve completed the exact same projects before successfully(Professional Investr Stock Analysis Application). Awarding me will be the fastest way to complete your task with the best rates possible.
I CAN ASSURE YOU 100% THAT WE ARE FULLY CAPABLE OF EXECUTING ANY LEVEL OF TASK/PROJECT BASED ON THE SKILL REQUIRED.
I am fully confident about our skills and my understanding of the project description and we are ready to go through any test or sample task you assign to acquire your trust. Let me know when are you available for an initial 15-30-minute discussion (FREE OF CHARGE) so we can discuss the requirement in detail and I can walk you through the mentioned systems to acquire your trust in my skill.
REST ASSURED YOUR WORK IS IN VERY SAFE AND PROFESSIONAL HANDS.
THANK YOU
With my experience in API integration, web development, and knowledge of the financial markets, I am a perfect fit for your Investr Stock Analysis Application. My name is Sawan and I bring an out-of-the-box thinking approach to my projects. I have the ability not only to come up with creative ideas but also to execute them within budget and on time, something that will be valuable to you as you create this professional platform.
One of the key features of your project is real-time stock data and stock screener. With my knowledge in JavaScript and MySQL, I have successfully implemented similar features into previous applications, giving users access to accurate and rich datasets. I can apply the same proficiency to this project too.
Moreover, one of my strongest suits is my consistent delivery on a clean user interface design - something which aligns perfectly with your vision for a professional theme for the Investr application. Trust and reliability are essential in the fintech space, and my UI designs are known for embodying those attributes. Let's begin this exciting journey together.
I am Ramesh from RAM TECH with a decade of experience in website, app, and software development. Our proficiency covers frontend technology like React, Dotnet, PHP, Laravel, AngularJS, and backend languages including Node.js and MySQL. We're adept at API integration which proves vital for your project to ensure flawless integration with stock market APIs guaranteeing accurate real-time data. I understand the significance of speed and accuracy while dealing with financial analysis, thus my expertise would lend an advantage to your application.
Our commitment to details ensures a professional looking user interface that combines aesthetics, reliability and functional ease. We use tools like Zeplin for pixel perfect designs which exactly meets customers expectation. Be it Lifelong Learning Management Systems,LMS or even complex Games Development & Utility Development, our team has always provided 100% productivity ensuring client's trust and long-term relationships.
In addition to our technical skills we also bring a working knowledge of the financial markets which can be significant in understanding your project requirements. Rest assured, we will provide regular communication, timely delivery and free quality assurance throughout the tenure of the project.
I am Amin, the leading mind behind 8veer, a global consultancy renowned for delivering comprehensive business solutions across various industries - finance, healthcare, technology, and more. My team and I have an extensive track record of integrating cutting-edge innovation and targeted strategies into our bespoke solutions.
Considering the complexity of your project – the need for real-time stock data, financial news feed and portfolio tracking – I could provide the seamless integration of Investr with stock market APIs, ensuring users have access to abundant and accurate data. Moreover, my firm’s deep sector knowledge in finance gives me an added advantage of understanding your project's unique aspects, amplifying my ability to deliver tailored solutions.
Our consultative approach at 8veer is highly personalized; thus, we adeptly align innovative strategies with each client's unique objectives. For your 'Investr' application, I would build a clean and professional user interface that embodies trust and reliability.
Hi, I’m Amit Verma, a developer with 4+ years of expertise in website development, PHP, JavaScript, Python, Laravel, React.js, and more. I deliver high-quality projects on time, tailored to your unique needs. Let’s discuss how I can help you achieve your goals with a customized solution and ongoing support.
Hey, I am a software developer with knowledge in a wide range of technologies and a large tech stack and a team of 4 people which divides specializations among ourselves.
Would love to discuss further for the project and work with you and hope you will like it too.
Best Regards
Darshan Mundra
Hi there!
With over 5 years of web development experience and a track record of excellent client feedback, I understand the importance of a robust stock analysis application like Investr. Your need for real-time data, financial news feed, and portfolio tracking is crucial.
I propose a custom-built solution that integrates seamlessly with stock market APIs, ensuring accurate data for users. My team is well-versed in API integration and web development, and we are excited to bring your vision to life within your budget range. Let's discuss how we can create a professional and user-friendly Investr application together.
Best regards,
Usman Amir
Being a skilled and versatile web developer with expertise in JavaScript, I could bring your Investr stock analysis application to life by leveraging my exemplary API integration and web development capabilities. My in-depth understanding of financial markets would be a tremendous asset while creating functions such as real-time stock data, stock screening and portfolio tracking features. I aim to build user-friendly UIs that effortlessly integrate with robust stock market APIs, just like you envision for your project.
In addition to my technical prowess, my keen analytical skills would help me proficiently handle your extensive requirements - from user role management to subscription models and detailed user and admin dashboards. I also understand the significance of a clean, reliable interface when dealing with sensitive stock data. Rest assured, I'll create a professional-looking application that thoroughly embodies trustworthiness and reliability, engaging free users with limited access while offering paid subscribers an ad-free experience, premium blog posts, etc.
With a reputation for meticulousness in developing complex solutions, I approach every task conscientiously and ensure optimal functionality of the end product. Let's take Investr to soaring new heights together by transforming intricate financial data into clear insights for investors of all kinds!
Hello, I am an expirenced expert developer. With my extensive experience in web development, API integration, and knowledge of financial markets, I am confident in my ability to deliver a robust and professional application that meets your specifications.
Summary of Qualifications:
Web Development Expertise
API Integration
Financial Market Knowledge
Backend Development:
Robust Backend: Develop a scalable and secure backend using Node.js or Django, supporting RESTful API development for seamless data exchange
Database Management: Utilize PostgreSQL or MySQL for efficient data storage and retrieval, with Redis for caching to enhance performance.
Additional Features:
Financial News Feed
Portfolio Tracking
Alerts and Notifications
Experience Highlights:
Developed a stock analysis platform similar to Investr, incorporating real-time data integration, stock screeners, and portfolio management features.
Successfully integrated various third-party APIs and payment gateways in multiple web applications.
Managed user authentication and subscription models, ensuring secure and efficient user management.
I am looking forward to working with you.
Regards
Karan