Investment Platform With Balance Tracking

Заказчик: AI | Опубликовано: 29.10.2025

I want to launch a streamlined web-based investment platform where my clients can log in, view every movement—up or down—of their asset balances in real time, and top up their account through a dedicated IBAN shown on-screen. Core flow • New users create an account with a classic email-and-password flow. Password resets, verification e-mails, and secure hashing are expected. • Once inside, the dashboard lists each investment position, current value, historical P&L, and a running account balance. A clean chart that refreshes automatically is ideal. • Clients can request a deposit: when they click “Add funds” the system presents their personalised IBAN reference, logs the pending transfer, and updates the balance once the bank feed confirms settlement. Back-end expectations – Any modern stack is fine as long as it is production-ready and scalable; SQL or NoSQL at your discretion. – Integrate a bank API or PSD2 service so IBAN deposits reconcile automatically. – Provide basic admin tools so I can edit user records, add new investment products, and trigger manual adjustments if needed. Front-end expectations – Responsive UI so clients can check balances comfortably on desktop and mobile. – Charts/graphs rendered with a lightweight library (e.g., Chart.js, D3, or similar). Security & compliance • HTTPS everywhere, input sanitation, CSRF protection, and audit logging. • GDPR-compliant data storage and a clear permission model: user sees only their own data unless elevated to admin. Delivery timeline I need the first workable MVP ASAP, then we can iterate hourly on refinements, new asset types (stocks, real estate, crypto, etc.), and advanced analytics. Acceptance criteria 1. A user can sign up, log in, and see a zero balance. 2. Deposit through the displayed IBAN increases that balance automatically when the transaction clears. 3. Asset values update at least once per minute and show percentage change since deposit. 4. Admin console allows manual balance correction and product management. We’ll work on an hourly basis—please indicate the stack you propose and how quickly you can spin up the MVP.