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SUMMARY

Our challenge was to develop an online platform that empowers investors with a user-friendly interface and algorithmic scoring to streamline portfolio analysis and informed decision-making.

Comprehensive Stock Screening: Covers over 150,000 stocks and 20,000+ ETFs across 70 global exchanges, enabling users to screen investments by key factors—Strength, Income, Growth, and Value.
Rank-Based Scoring: Each asset is evaluated daily and assigned a 0–100 score in those four categories. This makes it easy to identify undervalued opportunities, high-growth names, strong fundamentals, or income-generating investments.
Intuitive Dashboard & Tools: The platform includes a customizable dashboard, market explorers, watchlists, and portfolio-building tools, catering to both novice and experienced investors.
Data Visualization & Discovery: Users can quickly track market movers, compare stock performance, and use the “Discover” feature to find top-performing assets by combining different score categories.

Our Process

The team began by defining clear functional requirements: an interactive dashboard for stock ranking, user account management, and a content-rich financial planning site. Then we designed user flows and wireframes, segmenting visitors into those seeking retirement planning advice versus active investors browsing stock data. From there, we developed backend algorithms to score stocks daily by value, strength, growth, and income—likely using scheduled data pipelines and calculation engines.

The frontend was built with responsive, interactive components—watchlists, dashboards, and signup flows—integrated using modern JavaScript frameworks and custom styling. A secure account system was implemented, enabling tiered access (“free exploration to professional features”) and connected to their backend scoring engine.

Finally, we launched and iterated: monitoring user engagement, updating financial content and blog posts, refining UX, and tweaking the stock scoring based on performance and user feedback.