The problem
Personal financial planning was locked behind human advisors, which made it expensive, slow and impossible to scale to smaller portfolios.
The approach
- Built portfolio optimisation on machine learning models over live market data.
- Designed a Node and MongoDB backend for real-time tracking of user finances and holdings.
- Integrated market data and financial news APIs so advice reflects current conditions.
- Shipped retirement and tax planning calculators against real portfolio state.
- Secured everything with JWT and OAuth 2.0 to meet financial compliance requirements.
The outcome
Clients get continuously updated, personalised planning through a compliant platform instead of quarterly advisor check-ins.