Trading App Development Services

• Self-registration forms tailored to the trader segment, region, language, and more.
• Managing and updating personal or business information, billing, TIN, and contact details via the app.
• Setting up the preferred language, account refill method, authentication method, etc.
• Uploading KYC documents (proof of identity, residence, income, etc.) in various digital image formats.
• Tracking account approval milestones (created, pending verification, active, etc.).
• Viewing the history of account activities.
• Configurable notifications to traders on account status changes, personal and billing info that needs updating, suspicious account activities, etc.

Value-adding features:

• Real-time personalized offers, content recommendations, and context-aware hints and tooltips for each trader.

• A centralized knowledge base for traders with articles and FAQs on capital market basics and trading best practices.
• Interactive tutorials on online trading (modeling trade strategies, placing orders, etc.).
• Explanatory pop-ups that show up the first time users encounter a feature.
• Automated warnings on common missteps.
• Private Q&A forums and discussion boards for traders.

Value-adding features:

• Interactive tools for traders to assess their overall financial education level and define their trading profile (e.g., conservative, aggressive, moderate trader).
• Gamified trader e-learning, e.g., incentivized quests in a demo environment, simulated trader competitions using virtual funds.

• A visual trading strategy builder with drag-and-drop logic for defining entry, exit, and risk rules.
• Saving, organizing, and editing strategy drafts and templates.
• A paper trading environment for trade strategy simulation, what-if analysis, stress testing, and outcome measurement.
• Automated calculation of strategy-specific trading metrics (win rate, Sharpe ratio, max drawdown, etc.).
• Side-by-side comparison of trading strategies (e.g., trend following, mean reversion, scalping).
• A collaboration mode for sharing trading strategies with peers or mentors for feedback and co-development.

Value-adding features:

• Intelligent suggestions on the optimal trading strategies based on the investor’s profile and capital market trends.
• Social trading features for app users to observe and replicate the trading behaviors of more experienced traders.

• Creating custom portfolios with configurable hierarchies, asset types, and performance metrics.
• Setting up financial goals, trade limits, exposure thresholds, and portfolio rebalancing rules (triggers, constraints, frequency).
• Rule-based construction of multi-asset portfolios.
• Ready-to-apply portfolio strategies and allocation models (core-satellite, risk parity, sector rotation, etc.).
• Configurable visual formats for portfolio data presentation (default dashboard view, drill-up and drill-down options).
• Tracking general portfolio metrics (total return, unrealized P&L, VaR, etc.) and asset-specific indicators (e.g., alpha and beta for stocks).
• Real-time FX impact calculation for multi-currency portfolios.
• Alerts on portfolio allocations and exposures that reach preset levels.
• Portfolio auto-rebalancing based on user-defined rules.

• Value-adding features:

• An AI robo-advisor that suggests the optimal portfolio composition based on the trader’s capacity, goals, and risk appetites.
• (For professional traders) Customizable logic for automated management of complex portfolio structures.

• Real-time and batch aggregation of asset data feeds from the connected systems (e.g., brokerage platforms, asset-specific market databases).
• Criteria-based asset search (by ticker, index, sector, region, etc.).
• Customizable watchlists with asset-specific performance indicators, including price, market cap, EPS, and analyst rating.
• Real-time monitoring of technical indicators like moving averages, oscillator ratings, RSI, OBV, ADX, MACD, momentum, and more.
• Dynamic trading charts (line, bar, candlestick, point, etc.) reflecting real-time asset price swings.
• Statistical prediction of technical and fundamental metrics.
• Instant notifications on market events (e.g., asset price movements, rating changes, momentum shifts), including push notifications.

Value-adding features:

• Automated recognition of technical patterns (continuation, reversal, bilateral, etc.) using statistical and machine learning (ML) algorithms.
• AI-powered capital market analytics and suggestions on the high-yield and low-risk assets to invest in.

• Customizable widgets with capital market news filtered by topics and timeframes.
• Automated news scraping from public web sources (e.g., financial news platforms, companies’ websites, blogs, social media).
• News content auto-parsing and sentiment extraction.
• Rule-based sentiment scoring and impact analysis.
• Notifications to traders about selected events (e.g., sentiment spikes or regulatory shifts across watchlist assets).
• Historical news archive for contextual analysis (sentiment trend tracking, analyzing market responses during crises, etc.).

Value-adding features:

• Automated retrieval and summarization of trade-relevant data from gathered newsfeeds using large language models (LLM).
• Intelligent sentiment analysis and suggestions on the optimal trading actions for early gains (critical for momentum, short-term swing, and contrarian trading strategies).

• Interactive dashboards with a real-time overview of trade orders and their execution details (by asset class, period, account, etc.).
• Support for market, limit, stop, GTC, bracket, and other order types.
• Ad hoc trade order opening, confirmation, cancellation, renewal, and closing.
• Configuring algorithmic trading strategies (target values and acceptable ranges for buy and sell prices, leverage levels, asset quantity, order period, etc.).
• Automated order routing to the relevant execution systems, triggered by:
  • Manual confirmation by a trader.
  • User-defined schedule (e.g., for TWAP strategies).
  • Algorithmic enforcement, e.g., when an asset price reaches a certain threshold.
• Automated order verification against broker-specific policies (e.g., fat finger limits, notional value caps).
• Notifications on order execution status (pending, accepted, filled, settled).

Value-adding features:

• Data-driven suggestions on optimal asset price, buy/sell quantity, order type, timing, and execution venue.
• Intelligent order routing to the optimal brokerage platform based on asset type, platform-specific bid and ask prices and spreads, arbitrage opportunities, etc.
• Autonomous trade execution by robo-advisors.

• Automated calculation of general trade metrics (e.g., entry/exit price, holding time, P&L, slippage, commission) and specialized indicators (Sharpe ratio, Sortino ratio, expectancy, profit factor, win/loss ratio, etc.).
• Filterable trade logs with breakdown by asset class, strategy, period, and other chosen dimensions.
• Interactive visualizations for trade performance trends, including equity curves, heatmaps, and drawdown charts.
• Rule-based trading strategy backtesting and pattern detection (e.g., overtrading, revenge trading, premature exits).
• Trader performance benchmarking against asset-specific indices and selected peer segments.
• Continuous monitoring of market trends (price volatility, asset-specific trade volumes, investor sentiment, etc.) to detect emerging risks.
• Trade performance forecasting based on historical performance data.

Value-adding features:

• Predictive analytics to forecast trade returns.
• Smart detection of areas of superior and poor trader performance (identifying outlier trades, strategy drifts, etc.).
• Automated suggestions for optimizing current trading strategies.
• (For professional traders) Comprehensive investment analytics, including market and macroeconomic analytics.

• Monitoring cash flows and balances across brokerage accounts.
• Topping up account balances using the trader’s preferred method (bank transfer, card, digital wallet, etc.).
• Funds withdrawals to selected payment accounts.
• Automated inter-broker security transfers (e.g., using the ACATS system).
• Configurable rules for recurring deposits and withdrawals.
• Automated conversion of the account balance and transferred amounts to the user-defined fiat currency or cryptocurrency.
• Forecasting liquidity needs across accounts based on historical data.
• Alerts about upcoming liquidity shortfalls, triggered by balances dropping below preset thresholds.

Value-adding features:

• ML-powered liquidity forecasting and instant flagging of liquidity risks.
• Cash sweep options for optimizing idle funds (e.g., funds auto-investing in interest-bearing instruments or money market funds).

• In-app trader support center with categorized FAQs, tutorials, and self-service troubleshooting guides.
• Customizable templates for common user support requests.
• Live chat for traders to communicate with support specialists.
• Personalized support history and case resolution tracking dashboard.

Value-adding features:

• An AI-powered virtual assistant to instantly process users’ inquiries and help them resolve simple operational issues 24/7.

• Uploading, editing, and publishing in-app informational and promotional content (trading tutorials, news articles, feature announcements, product updates, etc.).
• Creating and managing custom forms (e.g., trader pre-qualification forms).
• Launching and processing user experience surveys and polls.
• Content versioning.
• Content categorization and segmentation for various trader groups.

Value-adding features:

• Intelligent content translation and localization.
• Content drafting using generative AI.

• Configurable dashboards for admins to manage trader accounts and monitor user activities in the app.
• Data capture from forms and document scans submitted by traders using robotic process automation (RPA).
• Rule-based trader segmentation and pre-qualification against the app owner’s requirements (age, region, financial capacity, etc.).
• Automated processing of trader KYC forms.
• Rule-based approval of trader accounts.
• Automated processing and distribution of user support requests.
• Automated aggregation of trader account statements and tax forms across brokers and custodians.

Value-adding features:

• Straight-through processing of digital trader documents using intelligent image analysis technology.
• ML-supported validation of data provided by traders against reliable sources (e.g., identity databases).
• Traders’ e-signature capturing and verification.

• Configuring user permissions to access particular in-app data pieces and trading features.
• Multi-factor user authentication.
• Role-based access control.
• Automated device identification and binding to the user account.
• Trading data encryption at rest and in transit.
• Automated trader data deletion according to preset retention and deletion rules.
• Automated workflows for data backup and recovery.

Value-adding features:

• Biometric authentication (e.g., facial or fingerprint recognition).
• Intelligent user behavior analytics (UBA) for real-time detection of identity and trading fraud.
• Trading data hashing, timestamping, and recording in an immutable blockchain ledger.

• Geography-based AML/CFT and OFAC verification for new traders.
• Monitoring the compliance of trader activities, data storage, processing, and access procedures with the app owner’s internal policies and regulatory rules, e.g.:
  • SEC rules for trader eligibility and insider trading prevention.
  • FINRA requirements for trade recordkeeping and best execution.
• Rule-based detection of non-compliant activities.
• Notifications to the responsible specialists about compliance breaches.

Value-adding features:

• AI-powered trade surveillance and intelligent detection of market abuse, insider trading, and other non-compliant activities.